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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$500M	-$14.7M	5	1.75%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$496M	+$33.5M	21	0.55%	Increased
53	Bank of Nova Scotia Toronto, Ontario, Canada	$488M	+$7.19M	4	1.98%	Increased
54	AllianceBernstein Nashville, Tennessee	$479M	+$57.1M	19	0.4%	Increased
55	TIAA CREF Investment Management New York	$470M	-$22.2M	18	0.33%	Reduced
56	PC Paulson & Co New York	$462M	+$18.3M	1	1.92%	Increased
57	PGGM Investments Zeist, Netherlands	$441M	+$3.77M	5	2.09%	Increased
58	FTCM Fir Tree Capital Management New York	$433M	-$30.3M	1	4.86%	Reduced
59	Legal & General Group London, United Kingdom	$418M	+$2.2M	18	0.5%	Increased
60	TCW Group Los Angeles, California	$397M	+$27M	7	1.6%	Increased
61	Capital Guardian Trust Los Angeles, California	$394M	-$33.7M	5	2.81%	Reduced
62	Edgewood Management Greenwich, Connecticut	$392M	+$7.23M	1	3.93%	Increased
63	Mackenzie Financial Toronto Ontario, Ontario, Canada	$381M	-$30.5M	7	1.91%	Reduced
64	CIBC World Market Toronto, Ontario, Canada	$374M	+$2.47M	4	1.34%	Increased
65	Russell Frank Company Seattle, Washington	$374M	-$15.6M	18	0.67%	Reduced
66	Janus Henderson Investors US Denver, Colorado	$360M	+$42.4M	9	0.33%	Increased
67	Capital International Investors Los Angeles, California	$358M	-$13.8M	2	0.87%	Reduced
68	Macquarie Group Sydney, NSW 2000, Australia	$348M	+$26.6M	12	0.75%	Increased
69	GE General Electric Evendale, Ohio	$344M	-$10.6M	2	0.89%	Reduced
70	Teachers Advisors New York	$338M	-$3.92M	18	0.68%	Reduced
71	Parnassus Investments San Francisco, California	$324M	+$31.9M	3	2.77%	Increased
72	Canada Life Winnipeg, Manitoba, Canada	$322M	+$8.2M	19	1.08%	Increased
73	WI WHV Investments San Francisco, California	$321M	-$9.38M	2	4.58%	Reduced
74	California Public Employees Retirement System Sacramento, California	$318M	-$6M	23	0.44%	Reduced
75	Beutel, Goodman & Co Toronto, Ontario, Canada	$309M	+$317M	1	2.7%	New