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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	Shinko Asset Management Company Tokyo, Japan	$508M	-$76.8M	8	4.15%	Reduced
52	PGGM Investments Zeist, Netherlands	$481M	-$6.13M	5	2.15%	Reduced
53	FTCM Fir Tree Capital Management New York	$473M	+$10.4M	1	4.93%	Increased
54	Legal & General Group London, United Kingdom	$453M	+$9.33K	19	0.53%	Increased
55	Edgewood Management Greenwich, Connecticut	$453M	+$33.1M	1	4.17%	Increased
56	TCW Group Los Angeles, California	$450M	+$22.2M	7	1.88%	Increased
57	CIBC World Market Toronto, Ontario, Canada	$429M	+$11.8M	5	1.61%	Increased
58	Macquarie Group Sydney, NSW 2000, Australia	$428M	+$46.8M	12	0.88%	Increased
59	Capital International Investors Los Angeles, California	$427M	+$23.5M	2	0.87%	Increased
60	Citadel Advisors Miami, Florida	$424M	+$97M	20	0.42%	Increased
61	Parnassus Investments San Francisco, California	$422M	+$37.8M	2	3.18%	Increased
62	Russell Frank Company Seattle, Washington	$410M	+$6.76M	18	0.72%	Increased
63	Canada Life Winnipeg, Manitoba, Canada	$409M	+$53M	19	1.35%	Increased
64	PC Paulson & Co New York	$409M	-$80.1M	1	2.11%	Reduced
65	Janus Henderson Investors US Denver, Colorado	$387M	+$33.5M	9	0.33%	Increased
66	ClearBridge Investments New York	$383M	+$74.9M	6	0.4%	Increased
67	Teachers Advisors New York	$376M	-$2.63M	18	0.72%	Reduced
68	Bank of Nova Scotia Toronto, Ontario, Canada	$374M	-$163M	4	1.44%	Reduced
69	Beutel, Goodman & Co Toronto, Ontario, Canada	$352M	+$6.15M	1	3.14%	Increased
70	Viking Global Investors Stamford, Connecticut	$346M	+$332M	2	1.59%	New
71	OppenheimerFunds New York	$344M	+$37.3M	4	0.38%	Increased
72	SC Schooner Capital Vero Beach, Florida	$342M	+$21.7M	1	96.79%	Increased
73	I.G. Investment Management Winnipeg, Manitoba, Canada	$340M	+$19.3M	6	1.23%	Increased
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$338M	-$84.2M	6	1.72%	Reduced
75	Charles Schwab San Francisco, California	$331M	+$22.2M	18	0.5%	Increased