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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	Aberdeen Group Edinburgh, United Kingdom	$681M	-$6.94M	8	1.31%	Reduced
52	Beutel, Goodman & Co Toronto, Ontario, Canada	$644M	-$23.5M	2	4.74%	Reduced
53	Canada Life Winnipeg, Manitoba, Canada	$643M	-$36.5M	17	1.51%	Reduced
54	1832 Asset Management Toronto, Ontario, Canada	$633M	+$136M	7	2.14%	Increased
55	Glenview Capital Management New York	$626M	+$172M	2	4.27%	Increased
56	Renaissance Technologies New York	$626M	+$55.7M	20	0.68%	Increased
57	First Manhattan New York	$609M	-$19.5M	10	3.51%	Reduced
58	Swiss National Bank Zurich, Switzerland	$585M	+$14.2M	18	0.67%	Increased
59	Nuveen Charlotte, North Carolina	$579M	-$34M	12	3.64%	Reduced
60	AQR Capital Management Greenwich, Connecticut	$550M	+$30.1M	21	0.55%	Increased
61	CIBC Asset Management Toronto, Ontario, Canada	$547M	+$27.6M	10	3.42%	Increased
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$532M	+$13.4M	9	0.62%	Increased
63	Victory Capital Management San Antonio, Texas	$527M	-$45.6M	15	1.12%	Reduced
64	Millennium Management New York	$526M	-$51.3M	24	0.69%	Reduced
65	Parametric Portfolio Associates Seattle, Washington	$504M	+$32.2M	24	0.48%	Increased
66	New York State Common Retirement Fund Albany, New York	$496M	+$24.1M	21	0.62%	Increased
67	SA SPO Advisory San Anselmo, California	$489M	-$8.2M	1	10.29%	Reduced
68	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$489M	+$120M	8	0.99%	Increased
69	Pzena Investment Management New York	$486M	-$109M	2	2.44%	Reduced
70	APG Asset Management Amsterdam, Netherlands	$485M	-$11.7M	9	0.89%	Reduced
71	Allianz Asset Management Munich, Germany	$473M	-$66.2M	15	0.46%	Reduced
72	Mackenzie Financial Toronto Ontario, Ontario, Canada	$468M	-$28.7M	8	1.19%	Reduced
73	Parnassus Investments San Francisco, California	$467M	+$336K	1	1.86%	Increased
74	Prudential Financial Newark, New Jersey	$457M	+$22.5M	18	0.68%	Increased
75	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$455M	+$263M	12	1.08%	Increased