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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	Primecap Management Pasadena, California	$604M	+$1.55M	1	0.64%	Increased
52	First Manhattan New York	$602M	+$15.7M	10	3.7%	Increased
53	UBS AM Chicago, Illinois	$584M	+$15.4M	18	0.66%	Increased
54	OppenheimerFunds New York	$567M	+$3.08M	12	0.74%	Increased
55	Credit Suisse Zurich, Switzerland	$567M	+$121M	21	0.63%	Increased
56	Glenview Capital Management New York	$566M	$0	1	4%	Maintained
57	Allianz Asset Management Munich, Germany	$560M	-$68.7M	15	0.6%	Reduced
58	Teachers Advisors New York	$530M	+$39.2M	18	0.92%	Increased
59	Beutel, Goodman & Co Toronto, Ontario, Canada	$513M	-$1.4M	1	5.27%	Reduced
60	Pzena Investment Management New York	$505M	+$3.96M	2	3.16%	Increased
61	CIBC World Market Toronto, Ontario, Canada	$500M	+$97.4M	6	2.2%	Increased
62	Lasalle Investment Management Securities Baltimore, Maryland	$496M	-$2.01M	1	4.67%	Reduced
63	JSP Jackson Square Partners Larkspur, California	$496M	-$99M	1	2.08%	Reduced
64	AIG American International Group New York	$491M	+$18.5M	18	2.06%	Increased
65	Harris Associates Chicago, Illinois	$487M	-$564K	1	0.98%	Reduced
66	Canada Life Winnipeg, Manitoba, Canada	$474M	+$56.6M	16	1.43%	Increased
67	Parnassus Investments San Francisco, California	$465M	-$12.8M	1	2.83%	Reduced
68	Epoch Investment Partners New York	$456M	-$2.62M	2	1.71%	Reduced
69	Prudential Financial Newark, New Jersey	$438M	-$10.3M	16	0.74%	Reduced
70	BlackRock Advisors Wilmington, Delaware	$432M	-$61.4M	20	0.44%	Reduced
71	Emerald Acquisition Seattle, Washington	$428M	+$402M	20	0.74%	New
72	Mawer Investment Management Calgary, Alberta, Canada	$411M	-$20.9M	1	5.81%	Reduced
73	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$399M	+$671K	2	2.92%	Increased
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$398M	+$397M	7	2.25%	Increased
75	I.G. Investment Management Winnipeg, Manitoba, Canada	$396M	+$30.3M	8	1.57%	Increased