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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	PGGM Investments Zeist, Netherlands	$770M	-$30.9M	3	3.87%	Reduced
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$763M	+$42.2M	9	0.68%	Increased
53	Renaissance Technologies New York	$752M	-$4.24M	25	0.66%	Reduced
54	Canada Life Winnipeg, Manitoba, Canada	$720M	+$10.7M	19	1.64%	Increased
55	Pictet Asset Management (UK) London, United Kingdom	$707M	+$56.6M	12	1.53%	Increased
56	Citadel Advisors Miami, Florida	$687M	+$160M	28	0.32%	Increased
57	Victory Capital Management San Antonio, Texas	$686M	+$98.3M	16	1.38%	Increased
58	Swiss National Bank Zurich, Switzerland	$674M	-$12M	20	0.73%	Reduced
59	Parametric Portfolio Associates Seattle, Washington	$662M	+$43.5M	24	0.55%	Increased
60	First Manhattan New York	$649M	-$12M	9	3.6%	Reduced
61	CI Investments Inc Toronto, Ontario, Canada	$623M	-$33.1M	4	3.47%	Reduced
62	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$622M	+$107M	1	3.77%	Increased
63	CIBC Asset Management Toronto, Ontario, Canada	$616M	+$7.8M	11	3.68%	Increased
64	APG Asset Management Amsterdam, Netherlands	$613M	+$52.9M	11	1.05%	Increased
65	Russell Investments Group London, United Kingdom	$601M	+$6.96M	23	1.12%	Increased
66	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$600M	+$6.43M	10	1.49%	Increased
67	Parnassus Investments San Francisco, California	$599M	-$68.4M	3	2.27%	Reduced
68	UBS Group Zurich, Switzerland	$583M	+$20.4M	34	0.22%	Increased
69	California Public Employees Retirement System Sacramento, California	$573M	+$14.7M	25	0.68%	Increased
70	Raymond James & Associates St Petersburg, Florida	$569M	+$31.4M	21	0.82%	Increased
71	New York State Common Retirement Fund Albany, New York	$564M	-$672K	21	0.71%	Reduced
72	Allianz Asset Management Munich, Germany	$563M	+$27.6M	16	0.52%	Increased
73	STT Singapore Technologies Telemedia Singapore	$509M	$0	1	100%	Maintained
74	Beutel, Goodman & Co Toronto, Ontario, Canada	$501M	-$232M	2	3.63%	Reduced
75	Prudential Financial Newark, New Jersey	$500M	+$46.1M	17	0.77%	Increased