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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	Janus Henderson Group London,	$976M	+$55.6M	14	0.5%	Increased
52	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$956M	+$96.3M	1	5.05%	Increased
53	Pictet Asset Management (UK) London, United Kingdom	$942M	-$1.23M	13	1.67%	Reduced
54	1832 Asset Management Toronto, Ontario, Canada	$915M	-$92.4M	6	2.79%	Reduced
55	ClearBridge Investments New York	$855M	+$17.1M	11	0.71%	Increased
56	STT Singapore Technologies Telemedia Singapore	$817M	+$102M	1	100%	Increased
57	California Public Employees Retirement System Sacramento, California	$813M	+$42.4M	27	0.74%	Increased
58	Canada Life Winnipeg, Manitoba, Canada	$809M	+$27.8M	21	1.76%	Increased
59	Parametric Portfolio Associates Seattle, Washington	$803M	+$21.8M	24	0.59%	Increased
60	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$789M	-$54.3M	14	1.55%	Reduced
61	AQR Capital Management Greenwich, Connecticut	$780M	-$13.8M	20	0.89%	Reduced
62	First Manhattan New York	$767M	-$15M	8	3.85%	Reduced
63	CIBC Asset Management Toronto, Ontario, Canada	$763M	-$968K	10	4.31%	Reduced
64	Swiss National Bank Zurich, Switzerland	$738M	-$29.2M	22	0.76%	Reduced
65	Raymond James & Associates St Petersburg, Florida	$719M	+$37.4M	21	0.91%	Increased
66	Mackenzie Financial Toronto Ontario, Ontario, Canada	$674M	-$33.7M	9	1.65%	Reduced
67	Russell Investments Group London, United Kingdom	$672M	-$22.5M	23	1.25%	Reduced
68	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$661M	-$41.6M	10	1.61%	Reduced
69	Renaissance Technologies New York	$658M	-$87.5M	17	0.51%	Reduced
70	Aberdeen Group Edinburgh, United Kingdom	$644M	-$834K	8	1.56%	Reduced
71	UBS Group Zurich, Switzerland	$639M	+$101M	36	0.22%	Increased
72	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$638M	+$45.9M	4	13.05%	Increased
73	Parnassus Investments San Francisco, California	$635M	-$40.9M	2	2.14%	Reduced
74	Credit Suisse Zurich, Switzerland	$632M	-$139M	27	0.46%	Reduced
75	Bank of Nova Scotia Toronto, Ontario, Canada	$625M	+$29.9M	7	1.52%	Increased