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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	Goldman Sachs New York	$3.04B	+$134M	34	0.7%	Increased
27	AllianceBernstein Nashville, Tennessee	$2.81B	-$35.1M	27	1.2%	Reduced
28	Ameriprise Minneapolis, Minnesota	$2.73B	+$201M	25	0.89%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.7B	+$332M	32	1.51%	Increased
30	Capital World Investors Los Angeles, California	$2.69B	+$35.5M	4	0.56%	Increased
31	Franklin Resources San Mateo, California	$2.54B	-$78.2M	17	1.28%	Reduced
32	UBS AM Chicago, Illinois	$2.47B	+$122M	22	1.2%	Increased
33	Bank of Montreal Toronto, Ontario, Canada	$2.34B	+$1.12B	25	0.94%	Increased
34	Capital Research Global Investors Los Angeles, California	$2.19B	-$88.8M	5	0.62%	Reduced
35	Wells Fargo San Francisco, California	$2.13B	-$48.8M	42	0.61%	Reduced
36	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.01B	-$50.5M	21	2.52%	Reduced
37	ClearBridge Investments New York	$2B	-$130M	7	1.91%	Reduced
38	American Century Companies Kansas City, Missouri	$1.98B	-$346M	27	1.56%	Reduced
39	Amundi Paris, France	$1.88B	+$95.3M	15	1.01%	Increased
40	Daiwa Securities Group Tokyo, Japan	$1.79B	+$80.3M	10	12.47%	Increased
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.78B	-$22.6M	10	1.32%	Reduced
42	Centersquare Investment Management Conshohocken, Pennsylvania	$1.73B	-$87M	5	20.69%	Reduced
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.73B	+$22.1M	14	2.74%	Increased
44	Boston Partners Boston, Massachusetts	$1.71B	-$234M	8	2.35%	Reduced
45	TD Asset Management Toronto, Ontario, Canada	$1.61B	-$3.06M	12	1.95%	Reduced
46	Macquarie Group Sydney, NSW 2000, Australia	$1.52B	+$20.9M	17	1.81%	Increased
47	Swiss National Bank Zurich, Switzerland	$1.45B	-$43.3M	22	1%	Reduced
48	Neuberger Berman Group New York	$1.44B	-$203M	18	1.33%	Reduced
49	Russell Investments Group London, United Kingdom	$1.24B	+$32.8M	24	2.42%	Increased
50	Lazard Asset Management New York	$1.23B	+$15.1M	23	1.61%	Increased