← 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	Wellington Management Group Boston, Massachusetts	$4.74B	-$331M	22	0.87%	Reduced
27	Bank of New York Mellon New York	$4.46B	+$59.4M	29	0.82%	Increased
28	Ameriprise Minneapolis, Minnesota	$3.86B	-$350M	30	0.99%	Reduced
29	Franklin Resources San Mateo, California	$3.77B	-$171M	26	1.05%	Reduced
30	Bank of Montreal Toronto, Ontario, Canada	$3.68B	-$146M	27	1.71%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.56B	+$249M	31	1.39%	Increased
32	Raymond James Financial St Petersburg, Florida	$3.5B	+$3.68B	29	1.29%	New
33	UBS Group Zurich, Switzerland	$3.41B	+$1.03B	55	0.63%	Increased
34	Amundi Paris, France	$3.35B	-$287M	20	1.17%	Reduced
35	Capital Research Global Investors Los Angeles, California	$3.3B	+$542M	6	0.68%	Increased
36	Janus Henderson Group London,	$3.28B	+$75.3M	26	1.67%	Increased
37	AllianceBernstein Nashville, Tennessee	$3.16B	-$250M	29	1.07%	Reduced
38	Wells Fargo San Francisco, California	$2.89B	-$191M	37	0.65%	Reduced
39	Pictet Asset Management Carouge, Switzerland	$2.77B	-$89.4M	27	2.99%	Reduced
40	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.68B	-$108M	17	2.55%	Reduced
41	Jennison Associates New York	$2.55B	+$397M	11	1.55%	Increased
42	ClearBridge Investments New York	$2.55B	-$89.7M	11	2.06%	Reduced
43	TD Asset Management Toronto, Ontario, Canada	$2.53B	+$157M	15	2.24%	Increased
44	Capital International Investors Los Angeles, California	$2.3B	+$272M	7	0.43%	Increased
45	Daiwa Securities Group Tokyo, Japan	$2.26B	-$164M	13	10.07%	Reduced
46	Coatue Management New York	$2.2B	-$225M	2	7.42%	Reduced
47	Centersquare Investment Management Conshohocken, Pennsylvania	$2.19B	-$86.3M	5	23.06%	Reduced
48	GJL Gendell Jeffrey L	$2.15B	-$4.13M	1	67.43%	Reduced
49	American Century Companies Kansas City, Missouri	$2.03B	+$87.9M	30	1.17%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.02B	-$30.1M	12	1.37%	Reduced