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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	GQG Partners Ft. Lauderdale, Florida	$1.01B	+$579M	2	4.42%	Increased
52	Janus Henderson Group London,	$964M	-$47.7M	15	0.54%	Reduced
53	Lazard Asset Management New York	$958M	+$7.28M	14	1.47%	Increased
54	Parametric Portfolio Associates Seattle, Washington	$951M	+$20.8M	26	0.73%	Increased
55	California Public Employees Retirement System Sacramento, California	$922M	+$49.7M	27	0.91%	Increased
56	Daiwa Securities Group Tokyo, Japan	$865M	$0	11	18.25%	Maintained
57	Citadel Advisors Miami, Florida	$859M	-$292M	29	0.31%	Reduced
58	Victory Capital Management San Antonio, Texas	$844M	-$33.3M	22	1.14%	Reduced
59	Resolution Capital Sydney, NSW, Australia	$842M	+$143M	4	26.34%	Increased
60	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$839M	+$25.8M	1	5.25%	Increased
61	Russell Investments Group London, United Kingdom	$835M	+$8M	24	1.86%	Increased
62	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$825M	-$57M	16	1.76%	Reduced
63	Canada Life Winnipeg, Manitoba, Canada	$816M	-$59.4M	21	1.87%	Reduced
64	1WCM 12 West Capital Management New York	$796M	-$59M	1	41.12%	Reduced
65	Renaissance Technologies New York	$792M	+$20.5M	27	0.68%	Increased
66	1832 Asset Management Toronto, Ontario, Canada	$777M	-$65.2M	7	2.33%	Reduced
67	CI Investments Inc Toronto, Ontario, Canada	$766M	+$61.6M	9	4.08%	Increased
68	Primecap Management Pasadena, California	$760M	-$25.2M	2	0.65%	Reduced
69	Aberdeen Group Edinburgh, United Kingdom	$742M	+$31.8M	10	2.01%	Increased
70	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$727M	+$46.9M	9	2.05%	Increased
71	CIBC Asset Management Toronto, Ontario, Canada	$726M	-$17.4M	10	4.26%	Reduced
72	Swedbank Stockholm, Sweden	$725M	+$278M	3	2.64%	Increased
73	Raymond James & Associates St Petersburg, Florida	$725M	+$15.2M	21	0.97%	Increased
74	Credit Suisse Zurich, Switzerland	$703M	-$59.2M	26	0.5%	Reduced
75	BAMCO Inc New York	$693M	-$14M	7	2.51%	Reduced