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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	Managed Account Advisors Jersey City, New Jersey	$501M	+$2.53M	21	0.6%	Increased
52	Capital Guardian Trust Los Angeles, California	$484M	+$1.94M	4	3.3%	Increased
53	Lone Pine Capital Greenwich, Connecticut	$483M	+$8.58M	1	1.95%	Increased
54	AllianceBernstein Nashville, Tennessee	$474M	-$72.3M	18	0.4%	Reduced
55	Bank of Nova Scotia Toronto, Ontario, Canada	$472M	-$979K	4	1.93%	Reduced
56	PGGM Investments Zeist, Netherlands	$467M	-$134M	5	2.25%	Reduced
57	FTCM Fir Tree Capital Management New York	$458M	-$46.6M	1	4.96%	Reduced
58	PC Paulson & Co New York	$438M	-$87.8M	1	1.9%	Reduced
59	Legal & General Group London, United Kingdom	$430M	-$3.84M	11	0.5%	Reduced
60	GE General Electric Evendale, Ohio	$419M	+$61.5M	2	1.91%	Increased
61	Russell Frank Company Seattle, Washington	$417M	-$63.7M	18	0.73%	Reduced
62	Capital International Investors Los Angeles, California	$413M	+$25.4M	2	1.07%	Increased
63	Mackenzie Financial Toronto Ontario, Ontario, Canada	$407M	-$32.1M	7	1.89%	Reduced
64	OppenheimerFunds New York	$406M	-$63.2M	4	0.45%	Reduced
65	BlackRock Advisors Wilmington, Delaware	$393M	-$80M	19	0.37%	Reduced
66	abrdn Investment Management Edinburgh, United Kingdom	$392M	-$5.48M	5	1.75%	Reduced
67	Jennison Associates New York	$391M	-$9.35M	3	0.36%	Reduced
68	BlackRock Investment Management Wilmington, Delaware	$385M	-$36.2M	22	0.52%	Reduced
69	HCM Highfields Capital Management Boston, Massachusetts	$383M	+$40.4M	1	2.81%	Increased
70	Edgewood Management Greenwich, Connecticut	$380M	+$100M	1	3.86%	Increased
71	WI WHV Investments San Francisco, California	$379M	-$13.1M	2	4.77%	Reduced
72	ECM EII Capital Management New York	$379M	+$3.42M	1	7.61%	Increased
73	TCW Group Los Angeles, California	$376M	+$6.08M	6	1.55%	Increased
74	American Century Companies Kansas City, Missouri	$375M	-$25.6M	11	0.43%	Reduced
75	Teachers Advisors New York	$373M	+$10.3M	17	0.76%	Increased