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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	Legal & General Group London, United Kingdom	$554M	+$18.7M	20	0.61%	Increased
52	PGGM Investments Zeist, Netherlands	$544M	+$7.55M	6	2.88%	Increased
53	Beutel, Goodman & Co Toronto, Ontario, Canada	$537M	+$70.3M	1	5.95%	Increased
54	Charles Schwab San Francisco, California	$533M	+$45.5M	17	0.7%	Increased
55	TIAA CREF Investment Management New York	$530M	+$16.1M	19	0.41%	Increased
56	UBS AM Chicago, Illinois	$530M	-$22.8M	18	0.61%	Reduced
57	JSP Jackson Square Partners Larkspur, California	$517M	-$411M	1	2.07%	Reduced
58	OppenheimerFunds New York	$502M	+$75.2M	12	0.67%	Increased
59	Nuveen Charlotte, North Carolina	$496M	+$120M	9	2.6%	Increased
60	AIG American International Group New York	$487M	+$22M	21	1.91%	Increased
61	1832 Asset Management Toronto, Ontario, Canada	$480M	-$13.2M	4	1.17%	Reduced
62	Pzena Investment Management New York	$472M	+$34.7M	2	2.89%	Increased
63	BlackRock Advisors Wilmington, Delaware	$470M	-$28.2M	20	0.49%	Reduced
64	Swiss National Bank Zurich, Switzerland	$464M	+$120M	18	0.85%	Increased
65	Harris Associates Chicago, Illinois	$452M	-$2.63M	1	0.85%	Reduced
66	SA SQ Advisors Naples, Florida	$451M	-$15M	1	16.85%	Reduced
67	Lasalle Investment Management Securities Baltimore, Maryland	$449M	+$27.6M	1	4.51%	Increased
68	Teachers Advisors New York	$443M	+$23.4M	17	0.81%	Increased
69	Brookfield Corp Toronto, Ontario, Canada	$441M	-$38.1M	3	2.26%	Reduced
70	Credit Suisse Zurich, Switzerland	$432M	-$121M	20	0.52%	Reduced
71	Coatue Management New York	$427M	-$74.1M	1	5.33%	Reduced
72	Prudential Financial Newark, New Jersey	$419M	+$8.25M	16	0.75%	Increased
73	Capital Guardian Trust Los Angeles, California	$419M	+$38.8M	6	3.22%	Increased
74	Canada Life Winnipeg, Manitoba, Canada	$418M	+$13.1M	17	1.51%	Increased
75	CIBC World Market Toronto, Ontario, Canada	$417M	-$18.7M	5	1.94%	Reduced