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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
Wellington Management Group
Wellington Management Group
Massachusetts
$5.12B -$296M 20 0.9% Reduced
27
APG Asset Management US
APG Asset Management US
New York
$4.77B +$10.9M 5 35.17% Increased
28
Bank of New York Mellon
Bank of New York Mellon
New York
$4.64B -$188M 32 0.83% Reduced
29
Wells Fargo
Wells Fargo
California
$4.5B +$655M 43 0.86% Increased
30
Franklin Resources
Franklin Resources
California
$4.34B -$291M 27 1.08% Reduced
31
Janus Henderson Group
Janus Henderson Group
$4.28B -$185M 28 1.96% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$4.28B +$82.3M 35 1.43% Increased
33
GJL
Gendell Jeffrey L
$4.22B -$19.7M 2 77.69% Reduced
34
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.07B +$114M 28 1.56% Increased
35
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.67B +$49.7M 15 2.58% Increased
36
Raymond James Financial
Raymond James Financial
Florida
$3.64B -$60.1M 31 1.17% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$3.49B -$394M 31 1.1% Reduced
38
Capital Research Global Investors
Capital Research Global Investors
California
$3.34B +$219M 8 0.63% Increased
39
Amundi
Amundi
France
$3.13B -$303M 20 1.01% Reduced
40
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.81B -$9.32M 1 19.21% Reduced
41
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.81B -$135M 30 2.71% Reduced
42
First Trust Advisors
First Trust Advisors
Illinois
$2.71B +$466M 30 2.02% Increased
43
ClearBridge Investments
ClearBridge Investments
New York
$2.69B +$4.2M 11 2.03% Increased
44
American Century Companies
American Century Companies
Missouri
$2.43B +$62M 32 1.24% Increased
45
TD Asset Management
TD Asset Management
Ontario, Canada
$2.4B -$9.86M 14 1.95% Reduced
46
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.3B -$50.3M 13 1.82% Reduced
47
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$2.24B +$32.7M 5 22.49% Increased
48
Brookfield Corp
Brookfield Corp
Ontario, Canada
$2.24B +$11.9M 6 2.61% Increased
49
AQR Capital Management
AQR Capital Management
Connecticut
$2.2B +$257M 29 1.41% Increased
50
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.15B +$9.46M 12 1.23% Increased
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