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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	APG Asset Management US New York	$4.59B	+$13.3M	5	34.3%	Increased
27	Ameriprise Minneapolis, Minnesota	$4.52B	-$13.9M	29	1.11%	Reduced
28	UBS AM Chicago, Illinois	$4.47B	+$97.7M	28	0.9%	Increased
29	Bank of New York Mellon New York	$4.35B	-$224M	32	0.82%	Reduced
30	Franklin Resources San Mateo, California	$4.02B	+$427M	26	1.07%	Increased
31	Janus Henderson Group London,	$4B	+$70.8M	28	1.96%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.9B	+$244M	33	1.44%	Increased
33	Bank of Montreal Toronto, Ontario, Canada	$3.58B	-$61.8M	27	1.68%	Reduced
34	AllianceBernstein Nashville, Tennessee	$3.49B	-$41.5M	29	1.14%	Reduced
35	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.48B	+$365M	16	2.98%	Increased
36	Raymond James Financial St Petersburg, Florida	$3.39B	-$31.2M	46	1.17%	Reduced
37	Wells Fargo San Francisco, California	$3.33B	-$12.5M	40	0.69%	Reduced
38	Amundi Paris, France	$3.2B	-$671M	17	1.11%	Reduced
39	GJL Gendell Jeffrey L	$3.17B	-$7.86M	2	84.04%	Reduced
40	Capital Research Global Investors Los Angeles, California	$2.79B	-$36M	6	0.56%	Reduced
41	Pictet Asset Management Carouge, Switzerland	$2.76B	-$217M	27	2.81%	Reduced
42	Pershing Square Capital Management New York	$2.55B	+$8.66M	1	18.54%	Increased
43	ClearBridge Investments New York	$2.51B	-$131M	11	2.04%	Reduced
44	TD Asset Management Toronto, Ontario, Canada	$2.17B	+$24.4M	11	1.85%	Increased
45	Centersquare Investment Management Conshohocken, Pennsylvania	$2.16B	+$10.7M	5	22.37%	Increased
46	1832 Asset Management Toronto, Ontario, Canada	$2.14B	-$337M	10	1.67%	Reduced
47	Daiwa Securities Group Tokyo, Japan	$2.11B	+$64.2M	15	7.78%	Increased
48	National Bank of Canada Montreal, Quebec, Canada	$2.08B	+$197M	27	1.97%	Increased
49	American Century Companies Kansas City, Missouri	$2.05B	+$53.7M	30	1.11%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.03B	+$18.5M	13	1.27%	Increased