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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	$737M	+$36.7M	10	1.37%	Increased
52	1832 Asset Management Toronto, Ontario, Canada	$688M	+$9.02M	7	2.24%	Increased
53	OppenheimerFunds New York	$688M	+$314M	14	0.8%	Increased
54	Beutel, Goodman & Co Toronto, Ontario, Canada	$685M	-$19.6M	2	4.95%	Reduced
55	Canada Life Winnipeg, Manitoba, Canada	$677M	-$17.8M	17	1.61%	Reduced
56	First Manhattan New York	$652M	-$16.2M	10	3.48%	Reduced
57	Renaissance Technologies New York	$623M	-$5.77M	19	0.64%	Reduced
58	Swiss National Bank Zurich, Switzerland	$616M	+$1.92M	18	0.69%	Increased
59	ClearBridge Investments New York	$592M	+$44.6M	11	0.51%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$584M	+$28.5M	9	0.63%	Increased
61	Harris Associates Chicago, Illinois	$583M	+$116M	2	0.92%	Increased
62	AQR Capital Management Greenwich, Connecticut	$582M	+$5.95M	20	0.56%	Increased
63	Nuveen Charlotte, North Carolina	$575M	-$9.07M	13	3.05%	Reduced
64	LSV Asset Management Chicago, Illinois	$573M	+$330M	6	0.86%	Increased
65	Pictet Asset Management (UK) London, United Kingdom	$560M	+$143M	12	1.18%	Increased
66	CIBC Asset Management Toronto, Ontario, Canada	$560M	-$38M	10	3.46%	Reduced
67	Parametric Portfolio Associates Seattle, Washington	$558M	+$27.1M	24	0.49%	Increased
68	Pzena Investment Management New York	$550M	-$14.8M	2	2.68%	Reduced
69	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$545M	+$59.8M	11	1.26%	Increased
70	Russell Investments Group London, United Kingdom	$544M	+$82.8M	24	1.03%	Increased
71	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$530M	-$2.57M	12	0.97%	Reduced
72	CI Investments Inc Toronto, Ontario, Canada	$529M	+$97.2M	5	3.96%	Increased
73	New York State Common Retirement Fund Albany, New York	$529M	+$10M	21	0.63%	Increased
74	APG Asset Management Amsterdam, Netherlands	$518M	-$6.76M	11	0.91%	Reduced
75	Raymond James & Associates St Petersburg, Florida	$517M	+$31.7M	21	0.8%	Increased