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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	STT Singapore Technologies Telemedia Singapore	$918M	$0	1	100%	Maintained
52	Swiss National Bank Zurich, Switzerland	$886M	+$211M	22	0.94%	Increased
53	Janus Henderson Group London,	$869M	+$21.5M	13	0.6%	Increased
54	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$824M	-$12.1M	13	2.17%	Reduced
55	Lazard Asset Management New York	$823M	-$76.9M	17	1.51%	Reduced
56	Parametric Portfolio Associates Seattle, Washington	$818M	+$111M	24	0.75%	Increased
57	Canada Life Winnipeg, Manitoba, Canada	$789M	+$103M	21	2.11%	Increased
58	California Public Employees Retirement System Sacramento, California	$769M	+$1.91M	28	0.93%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$762M	+$58.5M	9	2.75%	Increased
60	Russell Investments Group London, United Kingdom	$740M	+$103M	22	1.92%	Increased
61	Mackenzie Financial Toronto Ontario, Ontario, Canada	$738M	+$183M	8	2.37%	Increased
62	Victory Capital Management San Antonio, Texas	$733M	-$30.5M	23	1.23%	Reduced
63	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$725M	+$828K	1	5.27%	Increased
64	Renaissance Technologies New York	$705M	+$86.8M	22	0.68%	Increased
65	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$690M	+$82.3M	5	19.11%	Increased
66	Credit Suisse Zurich, Switzerland	$674M	+$103M	25	0.58%	Increased
67	CIBC Asset Management Toronto, Ontario, Canada	$668M	+$101M	10	4.72%	Increased
68	Primecap Management Pasadena, California	$644M	-$19.7M	2	0.63%	Reduced
69	1WCM 12 West Capital Management New York	$634M	$0	1	37.81%	Maintained
70	APG Asset Management Amsterdam, Netherlands	$632M	+$101M	10	1.24%	Increased
71	Raymond James & Associates St Petersburg, Florida	$630M	+$4.76M	20	1%	Increased
72	Parnassus Investments San Francisco, California	$627M	-$28.6M	2	2.61%	Reduced
73	Brookfield Public Securities Group New York	$626M	+$246M	5	10.15%	Increased
74	Aberdeen Group Edinburgh, United Kingdom	$616M	-$37.3M	9	1.96%	Reduced
75	CI Investments Inc Toronto, Ontario, Canada	$607M	+$145M	7	3.68%	Increased