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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	Allianz Asset Management Munich, Germany	$456M	+$51.9M	12	0.54%	Increased
52	TIAA CREF Investment Management New York	$454M	-$11.5M	17	0.36%	Reduced
53	PGGM Investments Zeist, Netherlands	$451M	+$38.9M	5	2.44%	Increased
54	Legal & General Group London, United Kingdom	$447M	+$19.2M	20	0.55%	Increased
55	BWA Brave Warrior Advisors New York	$443M	+$37.5M	2	14.09%	Increased
56	BlackRock Advisors Wilmington, Delaware	$443M	+$193M	20	0.48%	Increased
57	Harris Associates Chicago, Illinois	$443M	-$44.8M	1	0.77%	Reduced
58	Macquarie Group Sydney, NSW 2000, Australia	$425M	-$7.78M	12	0.91%	Reduced
59	SA SQ Advisors Naples, Florida	$422M	+$91.6M	1	14.19%	Increased
60	Jennison Associates New York	$421M	+$33.6M	7	0.43%	Increased
61	Beutel, Goodman & Co Toronto, Ontario, Canada	$411M	-$258K	1	4.5%	Reduced
62	Janus Henderson Investors US Denver, Colorado	$407M	-$14.5M	9	0.37%	Reduced
63	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$407M	+$60M	2	3.3%	Increased
64	CIBC World Market Toronto, Ontario, Canada	$396M	-$11.9M	6	1.96%	Reduced
65	Lasalle Investment Management Securities Baltimore, Maryland	$389M	-$75.1M	1	4.58%	Reduced
66	Charles Schwab San Francisco, California	$372M	+$10.7M	17	0.55%	Increased
67	Coatue Management New York	$369M	+$2.89M	1	4.14%	Increased
68	American Century Companies Kansas City, Missouri	$367M	+$48.4M	9	0.45%	Increased
69	Canada Life Winnipeg, Manitoba, Canada	$362M	-$6.24M	17	1.42%	Reduced
70	Capital Guardian Trust Los Angeles, California	$357M	+$4.22M	6	2.89%	Increased
71	Prudential Financial Newark, New Jersey	$355M	+$9.04M	15	0.7%	Increased
72	Parnassus Investments San Francisco, California	$354M	+$17.2M	1	2.6%	Increased
73	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$343M	-$3.93M	6	1.95%	Reduced
74	Teachers Advisors New York	$334M	-$9.45M	16	0.67%	Reduced
75	1832 Asset Management Toronto, Ontario, Canada	$333M	-$42.7M	4	1.39%	Reduced