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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	$4.5B	-$111M	32	0.8%	Reduced
27	Franklin Resources San Mateo, California	$4.01B	+$241M	24	1.27%	Increased
28	Ameriprise Minneapolis, Minnesota	$3.98B	-$209M	23	1.09%	Reduced
29	UBS AM Chicago, Illinois	$3.44B	-$127M	23	1.22%	Reduced
30	AllianceBernstein Nashville, Tennessee	$3.41B	-$240M	27	1.21%	Reduced
31	Bank of Montreal Toronto, Ontario, Canada	$3.16B	+$52.1M	26	0.96%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.09B	-$105M	30	1.44%	Reduced
33	Pictet Asset Management Carouge, Switzerland	$2.9B	+$21.8M	24	3.16%	Increased
34	Wells Fargo San Francisco, California	$2.72B	-$242M	41	0.66%	Reduced
35	Amundi Paris, France	$2.43B	-$81.1M	17	1.04%	Reduced
36	ClearBridge Investments New York	$2.41B	-$236M	9	1.91%	Reduced
37	Coatue Management New York	$2.39B	-$369M	3	9.38%	Reduced
38	Daiwa Securities Group Tokyo, Japan	$2.33B	+$87.7M	12	13.12%	Increased
39	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.21B	+$149M	14	2.33%	Increased
40	Janus Henderson Group London,	$2.21B	-$248M	23	1.21%	Reduced
41	Capital International Investors Los Angeles, California	$2.19B	-$920M	6	0.44%	Reduced
42	Capital Research Global Investors Los Angeles, California	$2.18B	-$299M	5	0.49%	Reduced
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.08B	-$56.4M	12	1.43%	Reduced
44	American Century Companies Kansas City, Missouri	$1.94B	-$71.1M	27	1.22%	Reduced
45	Neuberger Berman Group New York	$1.93B	-$1.45B	20	1.59%	Reduced
46	UBS Group Zurich, Switzerland	$1.92B	+$101M	45	0.48%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$1.9B	-$144M	13	1.76%	Reduced
48	Raymond James & Associates St Petersburg, Florida	$1.86B	-$12.6M	24	1.26%	Reduced
49	Centersquare Investment Management Conshohocken, Pennsylvania	$1.85B	+$258M	5	21.37%	Increased
50	Russell Investments Group London, United Kingdom	$1.77B	+$27.1M	27	2.79%	Increased