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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
Primecap Management
California
$625M +$111M 3 0.51% Increased
52
Janus Henderson Group
Janus Henderson Group
$612M -$350M 14 0.39% Reduced
53
1832 Asset Management
1832 Asset Management
Ontario, Canada
$598M +$9.97M 6 2.37% Increased
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$593M +$98.7M 9 0.64% Increased
55
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$588M -$3.58M 2 5% Reduced
56
Renaissance Technologies
Renaissance Technologies
New York
$584M +$61M 21 0.64% Increased
57
Canada Life
Canada Life
Manitoba, Canada
$542M -$28.5M 18 1.55% Reduced
58
First Manhattan
First Manhattan
New York
$541M -$21.9M 10 3.37% Reduced
59
ClearBridge Investments
ClearBridge Investments
New York
$536M +$47.4M 10 0.54% Increased
60
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$522M +$128M 9 1.37% Increased
61
Swiss National Bank
Swiss National Bank
Switzerland
$522M +$7.23M 18 0.67% Increased
62
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$516M +$41.9M 12 1.29% Increased
63
CI Investments Inc
CI Investments Inc
Ontario, Canada
$505M +$58.5M 4 3.26% Increased
64
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$498M +$56.6M 11 1.36% Increased
65
Russell Investments Group
Russell Investments Group
United Kingdom
$475M +$20.2M 24 1.06% Increased
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$474M +$7.01M 24 0.47% Increased
67
AQR Capital Management
AQR Capital Management
Connecticut
$473M +$19.1M 17 0.55% Increased
68
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$469M -$14.5M 8 3.45% Reduced
69
Nuveen
Nuveen
North Carolina
$462M -$36.6M 12 2.92% Reduced
70
Allianz Asset Management
Allianz Asset Management
Germany
$455M +$41.9M 17 0.5% Increased
71
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$452M -$4.29M 11 0.77% Reduced
72
LSV Asset Management
LSV Asset Management
Illinois
$449M +$7.12M 6 0.8% Increased
73
Victory Capital Management
Victory Capital Management
Texas
$440M +$86.6M 14 1.11% Increased
74
APG Asset Management
APG Asset Management
Netherlands
$440M -$8.36M 10 0.89% Reduced
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$432M -$16.5M 22 0.63% Reduced
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