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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	Bank of New York Mellon New York	$4.51B	-$104M	29	0.85%	Reduced
27	Franklin Resources San Mateo, California	$4.28B	+$29.2M	22	1.31%	Increased
28	Ameriprise Minneapolis, Minnesota	$3.63B	-$215M	24	0.98%	Reduced
29	AllianceBernstein Nashville, Tennessee	$3.36B	-$33.5M	28	1.17%	Reduced
30	Bank of Montreal Toronto, Ontario, Canada	$3.16B	-$85.3M	27	0.92%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.89B	-$110M	29	1.3%	Reduced
32	Pictet Asset Management Carouge, Switzerland	$2.77B	-$127M	27	3.17%	Reduced
33	Wells Fargo San Francisco, California	$2.72B	+$12M	35	0.66%	Increased
34	Amundi Paris, France	$2.63B	+$46.5M	17	1.01%	Increased
35	Capital Research Global Investors Los Angeles, California	$2.5B	+$406M	5	0.55%	Increased
36	Coatue Management New York	$2.39B	-$18.9M	3	9.32%	Reduced
37	Daiwa Securities Group Tokyo, Japan	$2.38B	+$121M	13	12.65%	Increased
38	ClearBridge Investments New York	$2.36B	-$34M	9	1.92%	Reduced
39	Janus Henderson Group London,	$2.34B	+$140M	25	1.25%	Increased
40	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.29B	+$113M	14	2.25%	Increased
41	Centersquare Investment Management Conshohocken, Pennsylvania	$2.13B	+$109M	5	23.09%	Increased
42	Capital International Investors Los Angeles, California	$2.12B	+$77.7M	7	0.44%	Increased
43	UBS Group Zurich, Switzerland	$1.95B	+$78.9M	45	0.48%	Increased
44	Raymond James & Associates St Petersburg, Florida	$1.86B	+$21.5M	24	1.22%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.86B	-$154M	11	1.37%	Reduced
46	DZ Bank Frankfurt Am Main, Germany	$1.82B	+$265M	18	1.87%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$1.8B	-$80.5M	14	1.68%	Reduced
48	Neuberger Berman Group New York	$1.76B	-$162M	21	1.44%	Reduced
49	American Century Companies Kansas City, Missouri	$1.75B	-$143M	27	1.07%	Reduced
50	Barclays London, United Kingdom	$1.66B	+$269M	33	0.51%	Increased