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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
51	VOYA Investment Management Atlanta, Georgia	$3.31B	+$78.1M	36	2.87%	Increased
52	HSBC Holdings London, United Kingdom	$3.18B	+$207M	29	1.33%	Increased
53	VARA Value Aligned Research Advisors Princeton, New Jersey	$3.02B	+$198M	15	7.52%	Increased
54	Envestnet Asset Management Chicago, Illinois	$2.9B	-$19.6M	37	0.68%	Reduced
55	Millennium Management New York	$2.89B	+$90.6M	48	1.05%	Increased
56	BNP Paribas Financial Markets Paris, France	$2.88B	+$743M	47	1%	Increased
57	Neuberger Berman Group New York	$2.87B	+$64.5M	32	1.91%	Increased
58	Swiss National Bank Zurich, Switzerland	$2.86B	-$85.5M	30	1.5%	Reduced
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.86B	-$40.7M	17	1.63%	Reduced
60	D.E. Shaw & Co New York	$2.85B	-$55.2M	43	1.36%	Reduced
61	Centersquare Investment Management Conshohocken, Pennsylvania	$2.84B	+$310M	5	24.24%	Increased
62	Citigroup New York	$2.78B	+$216M	54	0.92%	Increased
63	Two Sigma Investments New York	$2.68B	+$1.13B	41	1.94%	Increased
64	Pictet Asset Management Carouge, Switzerland	$2.68B	+$409M	33	2.56%	Increased
65	1832 Asset Management Toronto, Ontario, Canada	$2.65B	-$122M	12	1.33%	Reduced
66	Russell Investments Group London, United Kingdom	$2.61B	+$65.8M	45	2.29%	Increased
67	Dodge & Cox San Francisco, California	$2.61B	+$90.5M	1	1.36%	Increased
68	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.56B	+$407M	37	3.06%	Increased
69	Citadel Advisors Miami, Florida	$2.53B	+$224M	53	0.29%	Increased
70	Federated Hermes Pittsburgh, Pennsylvania	$2.52B	+$182M	27	3.62%	Increased
71	Blackstone Inc New York	$2.51B	+$2.35B	17	6.44%	Increased
72	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.5B	+$231M	32	1.39%	Increased
73	ClearBridge Investments New York	$2.5B	-$448M	15	2.07%	Reduced
74	Daiwa Securities Group Tokyo, Japan	$2.48B	+$65.6M	19	4.85%	Increased
75	Pershing Square Capital Management New York	$2.45B	-$99.1M	1	12.58%	Reduced