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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	$497M	+$16.1M	22	0.48%	Increased
52	Allianz Asset Management Munich, Germany	$492M	+$326M	8	0.52%	Increased
53	Janus Henderson Investors US Denver, Colorado	$471M	-$4.48M	9	0.39%	Reduced
54	CIBC World Market Toronto, Ontario, Canada	$453M	+$3.47M	5	1.96%	Increased
55	Lasalle Investment Management Securities Baltimore, Maryland	$448M	+$218M	2	5.42%	Increased
56	Legal & General Group London, United Kingdom	$444M	+$14.2M	19	0.52%	Increased
57	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$436M	-$110M	3	3.64%	Reduced
58	Jennison Associates New York	$431M	+$92.3M	7	0.4%	Increased
59	Capital Guardian Trust Los Angeles, California	$427M	+$38.3M	6	3.08%	Increased
60	Macquarie Group Sydney, NSW 2000, Australia	$423M	-$38.9M	13	0.84%	Reduced
61	1832 Asset Management Toronto, Ontario, Canada	$418M	-$44.5M	5	1.42%	Reduced
62	PGGM Investments Zeist, Netherlands	$417M	-$6.68M	5	2.16%	Reduced
63	BWA Brave Warrior Advisors New York	$413M	+$196M	2	11.93%	Increased
64	Canada Life Winnipeg, Manitoba, Canada	$413M	+$2.37M	19	1.42%	Increased
65	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$391M	+$7.01M	2	3.55%	Increased
66	Bank of Nova Scotia Toronto, Ontario, Canada	$391M	-$23M	5	1.94%	Reduced
67	AllianceBernstein Nashville, Tennessee	$389M	+$37.4M	18	0.32%	Increased
68	ClearBridge Investments New York	$387M	-$2.66M	6	0.41%	Reduced
69	Charles Schwab San Francisco, California	$387M	+$35.5M	17	0.53%	Increased
70	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$385M	-$218M	6	1.81%	Reduced
71	SA SQ Advisors Naples, Florida	$373M	+$16.8M	1	12.12%	Increased
72	Russell Frank Company Seattle, Washington	$369M	+$42.4M	20	0.59%	Increased
73	Teachers Advisors New York	$357M	+$17.5M	16	0.66%	Increased
74	Prudential Financial Newark, New Jersey	$354M	+$16.2M	14	0.63%	Increased
75	I.G. Investment Management Winnipeg, Manitoba, Canada	$352M	-$5.83M	7	1.34%	Reduced