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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	Charles Schwab San Francisco, California	$3.62B	-$31.5M	26	1.03%	Reduced
27	Ameriprise Minneapolis, Minnesota	$3.3B	+$308M	25	1.03%	Increased
28	AllianceBernstein Nashville, Tennessee	$3.08B	-$104M	27	1.26%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.85B	-$2.08M	29	1.52%	Reduced
30	Franklin Resources San Mateo, California	$2.84B	+$66.7M	20	1.35%	Increased
31	UBS AM Chicago, Illinois	$2.47B	$0	22	1.2%	Maintained
32	Bank of Montreal Toronto, Ontario, Canada	$2.43B	+$11.8M	28	0.84%	Increased
33	Amundi Paris, France	$2.31B	+$165M	18	1.17%	Increased
34	Wells Fargo San Francisco, California	$2.28B	-$41M	42	0.63%	Reduced
35	Capital World Investors Los Angeles, California	$2.27B	-$579M	4	0.44%	Reduced
36	ClearBridge Investments New York	$2.12B	-$192M	7	1.92%	Reduced
37	American Century Companies Kansas City, Missouri	$2.08B	-$56.1M	28	1.57%	Reduced
38	Capital Research Global Investors Los Angeles, California	$2.05B	-$268M	5	0.55%	Reduced
39	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.03B	-$168M	24	2.41%	Reduced
40	Daiwa Securities Group Tokyo, Japan	$1.96B	+$56.2M	10	12.98%	Increased
41	Centersquare Investment Management Conshohocken, Pennsylvania	$1.83B	+$2.96M	5	21.44%	Increased
42	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.79B	+$5.6M	13	2.72%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.75B	-$139M	11	1.36%	Reduced
44	Boston Partners Boston, Massachusetts	$1.66B	-$205M	8	2.24%	Reduced
45	DZ Bank Frankfurt Am Main, Germany	$1.66B	+$538M	10	2.49%	Increased
46	TD Asset Management Toronto, Ontario, Canada	$1.58B	-$144M	15	1.8%	Reduced
47	Macquarie Group Sydney, NSW 2000, Australia	$1.57B	-$33.1M	18	1.8%	Reduced
48	Swiss National Bank Zurich, Switzerland	$1.45B	-$113M	22	0.98%	Reduced
49	Neuberger Berman Group New York	$1.44B	-$114M	17	1.29%	Reduced
50	UBS Group Zurich, Switzerland	$1.39B	+$151M	44	0.47%	Increased