← All themes

Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Capital World Investors Los Angeles, California	$2.65B	-$376M	5	0.6%	Reduced
27	Goldman Sachs New York	$2.58B	+$324M	35	0.65%	Increased
28	Charles Schwab San Francisco, California	$2.45B	+$62.9M	30	0.88%	Increased
29	AllianceBernstein Nashville, Tennessee	$2.17B	-$7.85M	26	1.05%	Reduced
30	Franklin Resources San Mateo, California	$2.1B	-$14.3M	18	1.14%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.94B	+$318M	33	1.17%	Increased
32	American Century Companies Kansas City, Missouri	$1.83B	+$29.3M	26	1.61%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$1.8B	-$7.75M	11	2.25%	Reduced
34	UBS AM Chicago, Illinois	$1.79B	-$9.38M	24	1.01%	Reduced
35	Fidelity International Hamilton, Bermuda	$1.78B	+$13.8M	8	2.29%	Increased
36	ClearBridge Investments New York	$1.76B	-$19.6M	8	1.78%	Reduced
37	Capital Research Global Investors Los Angeles, California	$1.76B	+$53.6M	5	0.58%	Increased
38	Wells Fargo San Francisco, California	$1.68B	+$138M	40	0.55%	Increased
39	Ameriprise Minneapolis, Minnesota	$1.6B	-$123M	26	0.59%	Reduced
40	Amundi Paris, France	$1.55B	+$148M	16	0.92%	Increased
41	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.53B	-$92M	19	2.27%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.49B	+$2.76M	10	1.22%	Increased
43	Boston Partners Boston, Massachusetts	$1.47B	-$13.1M	8	2.16%	Reduced
44	Neuberger Berman Group New York	$1.47B	-$191M	18	1.53%	Reduced
45	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.43B	+$265M	12	2.43%	Increased
46	Centersquare Investment Management Conshohocken, Pennsylvania	$1.41B	-$23.5M	6	16.54%	Reduced
47	Macquarie Group Sydney, NSW 2000, Australia	$1.36B	-$80.2M	23	1.67%	Reduced
48	Swiss National Bank Zurich, Switzerland	$1.28B	+$97.8M	25	0.92%	Increased
49	Victory Capital Management San Antonio, Texas	$1.1B	+$38.4M	23	1.28%	Increased
50	1832 Asset Management Toronto, Ontario, Canada	$1.1B	-$49.7M	7	2.04%	Reduced