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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	Bank of New York Mellon New York	$5.7B	+$71.5M	37	1.05%	Increased
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$5.62B	+$5.54B	46	1.42%	New
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.44B	-$88.4M	38	1.8%	Reduced
29	UBS AM Chicago, Illinois	$5.44B	+$1.44B	34	1.13%	Increased
30	APG Asset Management US New York	$5.39B	-$44.9M	4	41.51%	Reduced
31	Franklin Resources San Mateo, California	$5.29B	+$81M	31	1.3%	Increased
32	Capital World Investors Los Angeles, California	$5.11B	-$1.6B	8	0.7%	Reduced
33	GJL Gendell Jeffrey L	$4.95B	-$21.4M	2	67.47%	Reduced
34	Janus Henderson Group London,	$4.69B	+$158M	31	2.24%	Increased
35	AQR Capital Management Greenwich, Connecticut	$4.56B	+$905M	34	2.09%	Increased
36	Wells Fargo San Francisco, California	$4.51B	-$178M	46	0.85%	Reduced
37	Capital Research Global Investors Los Angeles, California	$4.45B	+$431M	10	0.69%	Increased
38	Amundi Paris, France	$4.44B	+$126M	30	1.21%	Increased
39	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.38B	+$65.4M	18	2.83%	Increased
40	First Trust Advisors Wheaton, Illinois	$4.33B	+$264M	31	3.1%	Increased
41	Raymond James Financial St Petersburg, Florida	$4.03B	+$133M	34	1.24%	Increased
42	Bank of Montreal Toronto, Ontario, Canada	$3.71B	-$242M	35	1.38%	Reduced
43	Coatue Management New York	$3.01B	+$1.01B	3	10.37%	Increased
44	AllianceBernstein Nashville, Tennessee	$2.86B	+$137M	34	0.93%	Increased
45	Barclays London, United Kingdom	$2.77B	+$51.9M	44	0.67%	Increased
46	American Century Companies Kansas City, Missouri	$2.77B	-$89.1M	34	1.43%	Reduced
47	HSBC Holdings London, United Kingdom	$2.61B	+$430M	24	1.36%	Increased
48	1832 Asset Management Toronto, Ontario, Canada	$2.5B	-$522M	12	2.29%	Reduced
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.48B	-$28.1M	14	1.61%	Reduced
50	Centersquare Investment Management Conshohocken, Pennsylvania	$2.42B	-$185M	4	25%	Reduced