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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	$4.93B	-$289M	35	0.79%	Reduced
27	Franklin Resources San Mateo, California	$4.6B	-$164M	22	1.29%	Reduced
28	Bank of New York Mellon New York	$4.51B	-$491M	28	0.84%	Reduced
29	Ameriprise Minneapolis, Minnesota	$4.31B	+$217M	27	1.11%	Increased
30	Bank of Montreal Toronto, Ontario, Canada	$3.67B	-$65.6M	25	1.61%	Reduced
31	AllianceBernstein Nashville, Tennessee	$3.52B	-$206M	28	1.18%	Reduced
32	Amundi Paris, France	$3.52B	+$522M	17	1.3%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.44B	+$121M	30	1.4%	Increased
34	Wells Fargo San Francisco, California	$3.1B	+$86.2M	34	0.7%	Increased
35	Janus Henderson Group London,	$3.07B	+$460M	25	1.57%	Increased
36	Capital Research Global Investors Los Angeles, California	$2.91B	+$60M	6	0.6%	Increased
37	Pictet Asset Management Carouge, Switzerland	$2.83B	-$297M	26	3.12%	Reduced
38	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.82B	+$165M	15	2.67%	Increased
39	ClearBridge Investments New York	$2.56B	-$68.3M	8	2.01%	Reduced
40	UBS Group Zurich, Switzerland	$2.54B	+$346M	48	0.55%	Increased
41	Daiwa Securities Group Tokyo, Japan	$2.47B	-$241M	13	11.43%	Reduced
42	Centersquare Investment Management Conshohocken, Pennsylvania	$2.33B	-$113M	5	21.88%	Reduced
43	Coatue Management New York	$2.31B	-$269M	2	8.56%	Reduced
44	TD Asset Management Toronto, Ontario, Canada	$2.3B	+$131M	14	2.03%	Increased
45	GJL Gendell Jeffrey L	$2.14B	-$40.5M	1	67.19%	Reduced
46	Jennison Associates New York	$2.13B	+$331M	9	1.32%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.12B	+$35.8M	12	1.47%	Increased
48	Capital International Investors Los Angeles, California	$2.05B	-$407M	7	0.39%	Reduced
49	Raymond James & Associates St Petersburg, Florida	$2.03B	-$8.76M	24	1.24%	Reduced
50	American Century Companies Kansas City, Missouri	$2B	-$2.52M	27	1.16%	Reduced