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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	Credit Suisse Zurich, Switzerland	$611M	-$54M	17	0.55%	Reduced
52	Beutel, Goodman & Co Toronto, Ontario, Canada	$608M	+$24.2M	1	5.35%	Increased
53	Victory Capital Management San Antonio, Texas	$604M	+$35.1M	14	1.44%	Increased
54	First Manhattan New York	$591M	-$26.6M	10	3.51%	Reduced
55	Nuveen Charlotte, North Carolina	$590M	-$15M	11	3.51%	Reduced
56	Canada Life Winnipeg, Manitoba, Canada	$575M	+$45.9M	16	1.55%	Increased
57	Lone Pine Capital Greenwich, Connecticut	$573M	-$183M	1	3.01%	Reduced
58	Swiss National Bank Zurich, Switzerland	$548M	+$130M	16	0.68%	Increased
59	Pzena Investment Management New York	$545M	-$10.8M	2	3.07%	Reduced
60	CIBC World Market Toronto, Ontario, Canada	$540M	-$14.6M	6	1.74%	Reduced
61	Glenview Capital Management New York	$529M	-$90.4M	1	3.51%	Reduced
62	AQR Capital Management Greenwich, Connecticut	$523M	+$26.1M	19	0.7%	Increased
63	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$517M	+$11.8M	10	1.38%	Increased
64	Russell Investments Group London, United Kingdom	$514M	+$54.9M	21	0.94%	Increased
65	Prudential Financial Newark, New Jersey	$481M	-$12M	14	0.75%	Reduced
66	Harris Associates Chicago, Illinois	$476M	-$2.1M	1	0.87%	Reduced
67	Millennium Management New York	$459M	+$155M	17	0.84%	Increased
68	Allianz Asset Management Munich, Germany	$450M	-$39.2M	15	0.44%	Reduced
69	Resolution Capital Sydney, NSW, Australia	$450M	+$143M	3	22.42%	Increased
70	OppenheimerFunds New York	$444M	-$71M	14	0.54%	Reduced
71	abrdn Investment Management Edinburgh, United Kingdom	$443M	-$180M	2	1.46%	Reduced
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$439M	+$32.4M	9	0.68%	Increased
73	Mackenzie Financial Toronto Ontario, Ontario, Canada	$417M	+$28.2M	5	2.44%	Increased
74	Parnassus Investments San Francisco, California	$414M	+$15.6M	1	1.93%	Increased
75	New York State Common Retirement Fund Albany, New York	$410M	+$3.5M	19	0.55%	Increased