← 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	Ameriprise Minneapolis, Minnesota	$3.76B	-$126M	24	1.13%	Reduced
27	Wellington Management Group Boston, Massachusetts	$3.63B	-$463M	24	0.68%	Reduced
28	UBS AM Chicago, Illinois	$3.33B	+$171M	21	1.31%	Increased
29	Franklin Resources San Mateo, California	$3.26B	+$40.6M	22	1.52%	Increased
30	Neuberger Berman Group New York	$3.09B	+$1.36B	19	1.35%	Increased
31	AllianceBernstein Nashville, Tennessee	$3.07B	-$54.2M	26	1.18%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.01B	+$142M	29	1.54%	Increased
33	Bank of Montreal Toronto, Ontario, Canada	$2.97B	+$30.9M	25	0.9%	Increased
34	Capital International Investors Los Angeles, California	$2.94B	-$691M	6	0.66%	Reduced
35	Pictet Asset Management Carouge, Switzerland	$2.54B	+$84M	22	2.81%	Increased
36	Wells Fargo San Francisco, California	$2.5B	-$9.89M	43	0.65%	Reduced
37	Amundi Paris, France	$2.46B	-$179M	17	1.11%	Reduced
38	Capital Research Global Investors Los Angeles, California	$2.39B	+$110M	6	0.59%	Increased
39	ClearBridge Investments New York	$2.24B	-$73.6M	9	1.93%	Reduced
40	Daiwa Securities Group Tokyo, Japan	$2.15B	+$47.4M	11	13.38%	Increased
41	Coatue Management New York	$2.08B	+$86.9M	3	8.71%	Increased
42	Janus Henderson Group London,	$2.03B	+$212M	23	1.21%	Increased
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.01B	+$34.7M	13	2.54%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.96B	+$26.5M	11	1.45%	Increased
45	Centersquare Investment Management Conshohocken, Pennsylvania	$1.88B	-$58.8M	5	21.01%	Reduced
46	TD Asset Management Toronto, Ontario, Canada	$1.85B	+$124M	13	1.81%	Increased
47	American Century Companies Kansas City, Missouri	$1.83B	-$208M	27	1.26%	Reduced
48	DZ Bank Frankfurt Am Main, Germany	$1.81B	-$126M	11	2.25%	Reduced
49	Barclays London, United Kingdom	$1.66B	+$478M	31	0.61%	Increased
50	Russell Investments Group London, United Kingdom	$1.63B	+$39.6M	23	2.89%	Increased