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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	Credit Suisse Zurich, Switzerland	$489M	+$159M	22	0.49%	Increased
52	Janus Henderson Investors US Denver, Colorado	$488M	+$98.7M	9	0.4%	Increased
53	1832 Asset Management Toronto, Ontario, Canada	$471M	-$125M	5	1.77%	Reduced
54	PGGM Investments Zeist, Netherlands	$468M	-$19.4M	5	2.22%	Reduced
55	Edgewood Management Greenwich, Connecticut	$464M	-$1.04M	1	4.16%	Reduced
56	CIBC World Market Toronto, Ontario, Canada	$460M	+$1.01M	4	1.88%	Increased
57	Coatue Management New York	$459M	+$446M	1	4.36%	New
58	Legal & General Group London, United Kingdom	$454M	-$10.2M	19	0.54%	Reduced
59	Macquarie Group Sydney, NSW 2000, Australia	$451M	+$17.7M	13	0.88%	Increased
60	Capital Guardian Trust Los Angeles, California	$426M	-$108M	6	3.16%	Reduced
61	Bank of Nova Scotia Toronto, Ontario, Canada	$421M	+$22M	4	1.89%	Increased
62	Canada Life Winnipeg, Manitoba, Canada	$421M	-$6.99M	19	1.44%	Reduced
63	Brookfield Corp Toronto, Ontario, Canada	$420M	+$362M	3	2.08%	Increased
64	OppenheimerFunds New York	$416M	+$69.5M	4	0.46%	Increased
65	FTCM Fir Tree Capital Management New York	$398M	-$84.8M	1	5.68%	Reduced
66	Parnassus Investments San Francisco, California	$394M	-$4.08M	1	2.82%	Reduced
67	ClearBridge Investments New York	$393M	+$6.72M	6	0.41%	Increased
68	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$392M	+$141M	3	3.3%	Increased
69	TCW Group Los Angeles, California	$387M	-$69.7M	7	1.86%	Reduced
70	Beutel, Goodman & Co Toronto, Ontario, Canada	$374M	-$745K	1	3.6%	Reduced
71	Charles Schwab San Francisco, California	$371M	+$37.6M	18	0.52%	Increased
72	Prudential Financial Newark, New Jersey	$367M	+$47.6M	16	0.64%	Increased
73	SA SQ Advisors Naples, Florida	$365M	+$124M	1	12.53%	Increased
74	Teachers Advisors New York	$365M	-$18.2M	18	0.68%	Reduced
75	I.G. Investment Management Winnipeg, Manitoba, Canada	$362M	+$12.4M	6	1.38%	Increased