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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	Massachusetts Financial Services Boston, Massachusetts	$501M	-$5.64M	3	0.27%	Reduced
52	American Century Companies Kansas City, Missouri	$500M	+$96.1M	10	0.59%	Increased
53	UBS AM Chicago, Illinois	$498M	-$20.4M	17	0.57%	Reduced
54	Legal & General Group London, United Kingdom	$489M	+$11.1M	20	0.55%	Increased
55	Janus Henderson Investors US Denver, Colorado	$479M	+$43.2M	9	0.41%	Increased
56	Coatue Management New York	$464M	+$53.9M	1	4.6%	Increased
57	TIAA CREF Investment Management New York	$464M	-$20.6M	19	0.35%	Reduced
58	Brookfield Corp Toronto, Ontario, Canada	$449M	-$339M	4	2.47%	Reduced
59	BlackRock Advisors Wilmington, Delaware	$443M	-$29.8M	20	0.47%	Reduced
60	Charles Schwab San Francisco, California	$434M	+$34M	17	0.58%	Increased
61	Harris Associates Chicago, Illinois	$434M	-$42.4M	1	0.73%	Reduced
62	Macquarie Group Sydney, NSW 2000, Australia	$432M	-$33.6M	12	0.89%	Reduced
63	SA SQ Advisors Naples, Florida	$423M	-$383K	1	14.04%	Reduced
64	Beutel, Goodman & Co Toronto, Ontario, Canada	$414M	+$821K	1	4.98%	Increased
65	Pzena Investment Management New York	$412M	+$213M	2	2.54%	Increased
66	Lasalle Investment Management Securities Baltimore, Maryland	$407M	-$22.4M	1	4.5%	Reduced
67	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$406M	-$2.27M	4	3.39%	Reduced
68	CIBC World Market Toronto, Ontario, Canada	$397M	-$367K	5	2.01%	Reduced
69	AIG American International Group New York	$390M	+$354M	21	1.6%	Increased
70	Teachers Advisors New York	$390M	+$28.7M	17	0.73%	Increased
71	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$388M	+$46.8M	6	2.36%	Increased
72	BWA Brave Warrior Advisors New York	$382M	-$76.6M	2	15.17%	Reduced
73	OppenheimerFunds New York	$378M	+$21.9M	11	0.48%	Increased
74	Capital Guardian Trust Los Angeles, California	$376M	+$9.84M	6	2.92%	Increased
75	Prudential Financial Newark, New Jersey	$373M	-$11.5M	15	0.68%	Reduced