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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	Ameriprise Minneapolis, Minnesota	$3.37B	+$104M	25	1.11%	Increased
27	Capital International Investors Los Angeles, California	$3.3B	-$386M	6	0.84%	Reduced
28	UBS AM Chicago, Illinois	$2.72B	+$202M	22	1.22%	Increased
29	AllianceBernstein Nashville, Tennessee	$2.72B	-$388M	27	1.16%	Reduced
30	Franklin Resources San Mateo, California	$2.67B	+$6.78M	20	1.36%	Increased
31	Bank of Montreal Toronto, Ontario, Canada	$2.64B	+$77.9M	26	0.91%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.48B	-$268M	28	1.6%	Reduced
33	Amundi Paris, France	$2.33B	+$75.2M	18	1.15%	Increased
34	Capital World Investors Los Angeles, California	$2.25B	-$24.9M	4	0.44%	Reduced
35	Wells Fargo San Francisco, California	$2.2B	-$85.4M	43	0.65%	Reduced
36	Pictet Asset Management Carouge, Switzerland	$2.15B	+$2.24B	24	2.65%	New
37	ClearBridge Investments New York	$1.99B	-$193M	8	1.92%	Reduced
38	Capital Research Global Investors Los Angeles, California	$1.93B	+$28.2M	6	0.53%	Increased
39	Daiwa Securities Group Tokyo, Japan	$1.83B	-$82.3M	11	13.04%	Reduced
40	American Century Companies Kansas City, Missouri	$1.76B	-$257M	29	1.36%	Reduced
41	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.76B	-$7.9M	12	2.57%	Reduced
42	Centersquare Investment Management Conshohocken, Pennsylvania	$1.7B	-$49.1M	5	21.38%	Reduced
43	Coatue Management New York	$1.7B	+$770M	3	8.6%	Increased
44	DZ Bank Frankfurt Am Main, Germany	$1.69B	+$28.7M	10	2.4%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.67B	-$23.1M	10	1.37%	Reduced
46	Janus Henderson Group London,	$1.57B	+$400M	22	1.03%	Increased
47	Boston Partners Boston, Massachusetts	$1.43B	-$244M	8	1.98%	Reduced
48	TD Asset Management Toronto, Ontario, Canada	$1.4B	-$122M	14	1.7%	Reduced
49	Macquarie Group Sydney, NSW 2000, Australia	$1.39B	-$106M	17	1.74%	Reduced
50	Russell Investments Group London, United Kingdom	$1.38B	+$59.3M	24	2.72%	Increased