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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	First Manhattan New York	$496M	+$7.68M	7	3.28%	Increased
52	OppenheimerFunds New York	$492M	-$359M	4	0.6%	Reduced
53	PC Paulson & Co New York	$485M	+$263M	2	2.39%	Increased
54	Glenview Capital Management New York	$468M	+$8.06M	1	3.35%	Increased
55	Credit Suisse Zurich, Switzerland	$450M	+$158M	23	0.41%	Increased
56	Managed Account Advisors Jersey City, New Jersey	$442M	-$26.4M	18	0.59%	Reduced
57	1832 Asset Management Toronto, Ontario, Canada	$441M	+$54.8M	4	1.7%	Increased
58	American Century Companies Kansas City, Missouri	$439M	+$33.3M	9	0.52%	Increased
59	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$438M	+$4.39M	5	1.5%	Increased
60	Capital Guardian Trust Los Angeles, California	$432M	-$17.4M	7	2.85%	Reduced
61	Jennison Associates New York	$429M	-$81.3M	4	0.42%	Reduced
62	Bank of Nova Scotia Toronto, Ontario, Canada	$420M	+$10.3M	5	1.77%	Increased
63	Calamos Advisors Naperville, Illinois	$415M	-$27.9M	4	2.64%	Reduced
64	WI WHV Investments San Francisco, California	$414M	-$45.2M	2	4.32%	Reduced
65	BlackRock Investment Management Wilmington, Delaware	$402M	+$5.87M	19	0.6%	Increased
66	Primecap Management Pasadena, California	$397M	+$30.1M	1	0.48%	Increased
67	Legal & General Group London, United Kingdom	$394M	+$6.42M	10	0.48%	Increased
68	Artisan Partners Milwaukee, Wisconsin	$392M	-$7.93M	3	0.7%	Reduced
69	Russell Frank Company Seattle, Washington	$391M	-$924K	17	0.72%	Reduced
70	GE General Electric Evendale, Ohio	$359M	-$35.7M	2	1.69%	Reduced
71	Frontier Capital Management Boston, Massachusetts	$357M	+$31.4M	5	2.65%	Increased
72	Nuveen Charlotte, North Carolina	$345M	-$13.8M	8	2.23%	Reduced
73	Teachers Advisors New York	$337M	+$17.5M	17	0.76%	Increased
74	California Public Employees Retirement System Sacramento, California	$334M	+$52M	22	0.48%	Increased
75	Allianz Asset Management Munich, Germany	$327M	+$83.3M	12	0.42%	Increased