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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	UBS Group Zurich, Switzerland	$3.86B	+$1.1B	55	0.71%	Increased
27	Bank of New York Mellon New York	$3.81B	+$13.3M	29	0.76%	Increased
28	Ameriprise Minneapolis, Minnesota	$3.79B	+$520M	29	1.02%	Increased
29	UBS AM Chicago, Illinois	$3.58B	-$975M	28	0.92%	Reduced
30	Amundi Paris, France	$3.2B	+$752M	21	1.17%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.19B	+$103M	32	1.27%	Increased
32	Bank of Montreal Toronto, Ontario, Canada	$3.13B	-$238M	25	1.52%	Reduced
33	Janus Henderson Group London,	$2.99B	+$212M	27	1.64%	Increased
34	Franklin Resources San Mateo, California	$2.89B	-$462M	25	0.83%	Reduced
35	AllianceBernstein Nashville, Tennessee	$2.81B	+$134M	30	1.02%	Increased
36	Wells Fargo San Francisco, California	$2.76B	+$332M	39	0.63%	Increased
37	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.75B	+$427M	16	2.67%	Increased
38	Capital Research Global Investors Los Angeles, California	$2.74B	-$352M	6	0.6%	Reduced
39	Raymond James Financial St Petersburg, Florida	$2.7B	-$244M	29	1.01%	Reduced
40	Pictet Asset Management Carouge, Switzerland	$2.59B	+$320M	27	2.87%	Increased
41	Pershing Square Capital Management New York	$2.15B	+$347M	1	18.01%	Increased
42	ClearBridge Investments New York	$2.11B	+$53.1M	11	1.84%	Increased
43	Centersquare Investment Management Conshohocken, Pennsylvania	$2.08B	+$108M	5	21.55%	Increased
44	1832 Asset Management Toronto, Ontario, Canada	$2.05B	+$643M	10	1.86%	Increased
45	Daiwa Securities Group Tokyo, Japan	$1.89B	-$127M	14	7.99%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.79B	+$6.87M	12	1.26%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$1.78B	-$496M	11	1.64%	Reduced
48	GJL Gendell Jeffrey L	$1.77B	$0	1	76.4%	Maintained
49	Brookfield Corp Toronto, Ontario, Canada	$1.73B	-$21.6M	5	2.3%	Reduced
50	National Bank of Canada Montreal, Quebec, Canada	$1.65B	+$224M	21	1.73%	Increased