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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	PC Paulson & Co New York	$474M	-$35M	2	2.32%	Reduced
52	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$468M	+$7.28M	5	1.64%	Increased
53	Managed Account Advisors Jersey City, New Jersey	$466M	+$9.54M	19	0.61%	Increased
54	BlackRock Advisors Wilmington, Delaware	$463M	-$43M	19	0.45%	Reduced
55	Russell Frank Company Seattle, Washington	$451M	+$37.9M	19	0.79%	Increased
56	FTCM Fir Tree Capital Management New York	$447M	-$101M	1	5.01%	Reduced
57	OppenheimerFunds New York	$442M	-$71.7M	4	0.52%	Reduced
58	Capital Guardian Trust Los Angeles, California	$439M	+$20.8M	5	2.97%	Increased
59	Bank of Nova Scotia Toronto, Ontario, Canada	$438M	-$3.43M	4	1.82%	Reduced
60	Credit Suisse Zurich, Switzerland	$419M	-$48.8M	22	0.41%	Reduced
61	Lone Pine Capital Greenwich, Connecticut	$417M	+$416M	1	1.81%	New
62	Janus Henderson Investors US Denver, Colorado	$417M	-$104M	8	0.39%	Reduced
63	BlackRock Investment Management Wilmington, Delaware	$401M	-$5.21M	19	0.58%	Reduced
64	Mackenzie Financial Toronto Ontario, Ontario, Canada	$401M	+$60.2M	7	1.97%	Increased
65	Legal & General Group London, United Kingdom	$398M	-$19.9M	10	0.48%	Reduced
66	WI WHV Investments San Francisco, California	$377M	-$36.1M	2	4.96%	Reduced
67	American Century Companies Kansas City, Missouri	$376M	-$77.6M	9	0.44%	Reduced
68	ECM EII Capital Management New York	$373M	+$33.7M	1	7.94%	Increased
69	abrdn Investment Management Edinburgh, United Kingdom	$367M	+$69.1M	4	1.75%	Increased
70	Macquarie Group Sydney, NSW 2000, Australia	$365M	+$218M	11	0.63%	Increased
71	Frontier Capital Management Boston, Massachusetts	$358M	+$2.95M	5	2.59%	Increased
72	Teachers Advisors New York	$354M	-$1.9M	17	0.77%	Reduced
73	California Public Employees Retirement System Sacramento, California	$352M	+$7.76M	22	0.5%	Increased
74	Capital International Investors Los Angeles, California	$344M	+$38.8M	2	0.92%	Increased
75	CIBC World Market Toronto, Ontario, Canada	$340M	+$2.16M	2	1.3%	Increased