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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.26B	+$34.3M	22	1.3%	Increased
52	Janus Henderson Group London,	$1.23B	+$184M	14	0.64%	Increased
53	Resolution Capital Sydney, NSW, Australia	$1.14B	+$253M	4	29.76%	Increased
54	Swiss National Bank Zurich, Switzerland	$1.11B	-$2.63M	21	0.87%	Reduced
55	Citigroup New York	$1.05B	+$667M	32	0.69%	Increased
56	Parametric Portfolio Associates Seattle, Washington	$1.03B	+$2.16M	28	0.74%	Increased
57	California Public Employees Retirement System Sacramento, California	$1.01B	+$21.4M	27	0.9%	Increased
58	Credit Suisse Zurich, Switzerland	$949M	+$195M	24	0.58%	Increased
59	Russell Investments Group London, United Kingdom	$928M	+$29.3M	22	2%	Increased
60	Victory Capital Management San Antonio, Texas	$913M	+$14.5M	23	1.17%	Increased
61	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$903M	+$36.1M	16	1.7%	Increased
62	Lazard Asset Management New York	$867M	-$56.4M	14	1.22%	Reduced
63	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$863M	+$19.8M	1	5.07%	Increased
64	1832 Asset Management Toronto, Ontario, Canada	$854M	+$63.7M	6	2.23%	Increased
65	Aberdeen Group Edinburgh, United Kingdom	$846M	+$57.2M	11	2.26%	Increased
66	CI Investments Inc Toronto, Ontario, Canada	$826M	+$27.8M	12	4.1%	Increased
67	Canada Life Winnipeg, Manitoba, Canada	$823M	-$24.9M	21	1.79%	Reduced
68	1WCM 12 West Capital Management New York	$817M	$0	1	39.77%	Maintained
69	Raymond James & Associates St Petersburg, Florida	$796M	+$3.59M	22	1%	Increased
70	CIBC Asset Management Toronto, Ontario, Canada	$792M	+$58.7M	10	4.04%	Increased
71	Primecap Management Pasadena, California	$789M	-$33.2M	2	0.65%	Reduced
72	BAMCO Inc New York	$781M	+$39M	9	2.4%	Increased
73	Swedbank Stockholm, Sweden	$767M	-$7.87M	3	2.63%	Reduced
74	Amundi Asset Management US Boston, Massachusetts	$753M	+$121M	17	0.79%	Increased
75	Renaissance Technologies New York	$728M	+$2.36M	24	0.73%	Increased