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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	AllianceBernstein Nashville, Tennessee	$2.54B	+$36.7K	27	1.15%	Increased
27	Capital World Investors Los Angeles, California	$2.5B	-$319M	4	0.53%	Reduced
28	Ameriprise Minneapolis, Minnesota	$2.25B	+$419M	25	0.77%	Increased
29	Franklin Resources San Mateo, California	$2.22B	-$86.2M	17	1.15%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.16B	-$28.9M	32	1.24%	Reduced
31	UBS AM Chicago, Illinois	$2.15B	+$148M	20	1.13%	Increased
32	American Century Companies Kansas City, Missouri	$2.09B	+$25M	25	1.71%	Increased
33	Capital Research Global Investors Los Angeles, California	$2.06B	+$118M	5	0.62%	Increased
34	Wells Fargo San Francisco, California	$1.99B	+$83.9M	39	0.6%	Increased
35	ClearBridge Investments New York	$1.91B	-$147M	8	1.88%	Reduced
36	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.84B	+$160M	22	2.66%	Increased
37	Amundi Paris, France	$1.81B	+$36.9M	15	0.99%	Increased
38	Boston Partners Boston, Massachusetts	$1.77B	+$27.2M	7	2.4%	Increased
39	Centersquare Investment Management Conshohocken, Pennsylvania	$1.69B	+$142M	4	19.7%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.65B	+$11.7M	10	1.31%	Increased
41	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.65B	+$103M	14	2.92%	Increased
42	Daiwa Securities Group Tokyo, Japan	$1.61B	+$475M	10	12.4%	Increased
43	TD Asset Management Toronto, Ontario, Canada	$1.51B	-$339M	12	1.86%	Reduced
44	Neuberger Berman Group New York	$1.46B	-$138M	18	1.44%	Reduced
45	Bank of Montreal Toronto, Ontario, Canada	$1.4B	-$1.91B	27	0.61%	Reduced
46	Swiss National Bank Zurich, Switzerland	$1.35B	-$88.3M	23	0.97%	Reduced
47	Macquarie Group Sydney, NSW 2000, Australia	$1.32B	-$213M	17	1.55%	Reduced
48	Primecap Management Pasadena, California	$1.15B	-$40.9M	2	1.05%	Reduced
49	Victory Capital Management San Antonio, Texas	$1.14B	-$176M	22	1.32%	Reduced
50	Janus Henderson Group London,	$1.13B	-$122M	22	0.81%	Reduced