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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	Lasalle Investment Management Securities Baltimore, Maryland	$589M	-$53.9M	2	6.19%	Reduced
52	Nuveen Charlotte, North Carolina	$568M	+$31.6M	11	2.88%	Increased
53	First Manhattan New York	$561M	-$17.8M	9	3.41%	Reduced
54	UBS AM Chicago, Illinois	$557M	-$25M	17	0.62%	Reduced
55	Jennison Associates New York	$549M	-$92.8M	9	0.61%	Reduced
56	Victory Capital Management San Antonio, Texas	$546M	+$17.8M	15	1.38%	Increased
57	Glenview Capital Management New York	$534M	-$25.5M	1	3.61%	Reduced
58	Beutel, Goodman & Co Toronto, Ontario, Canada	$529M	+$21.4M	1	4.72%	Increased
59	Pzena Investment Management New York	$510M	-$15.2M	2	2.91%	Reduced
60	CIBC World Market Toronto, Ontario, Canada	$503M	-$1.86M	6	1.73%	Reduced
61	OppenheimerFunds New York	$495M	-$136M	15	0.63%	Reduced
62	Canada Life Winnipeg, Manitoba, Canada	$485M	+$7.08M	16	1.37%	Increased
63	BlackRock Investment Management Wilmington, Delaware	$476M	+$79.5M	21	0.55%	Increased
64	Prudential Financial Newark, New Jersey	$470M	-$16.3M	15	0.76%	Reduced
65	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$459M	+$75.6M	8	1.36%	Increased
66	AQR Capital Management Greenwich, Connecticut	$454M	+$88.5M	20	0.63%	Increased
67	Allianz Asset Management Munich, Germany	$447M	-$86.9M	14	0.4%	Reduced
68	Harris Associates Chicago, Illinois	$446M	-$49.6M	1	0.86%	Reduced
69	Russell Investments Group London, United Kingdom	$425M	+$415M	21	0.83%	New
70	BlackRock New York	$415M	+$16.5M	22	0.59%	Increased
71	Parametric Portfolio Associates Seattle, Washington	$389M	+$14.3M	20	0.54%	Increased
72	Swiss National Bank Zurich, Switzerland	$387M	+$3.06M	16	0.61%	Increased
73	BlackRock Advisors Wilmington, Delaware	$385M	+$64.2M	20	0.39%	Increased
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$382M	+$18.2M	8	0.62%	Increased
75	New York State Common Retirement Fund Albany, New York	$377M	-$7.74M	19	0.53%	Reduced