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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	Pictet Asset Management (UK) London, United Kingdom	$1.34B	+$86.4M	20	1.75%	Increased
52	Primecap Management Pasadena, California	$1.19B	-$67.4M	2	0.88%	Reduced
53	Swiss National Bank Zurich, Switzerland	$1.16B	-$1.19M	22	0.82%	Reduced
54	Victory Capital Management San Antonio, Texas	$1.11B	-$78.9M	23	1.23%	Reduced
55	California Public Employees Retirement System Sacramento, California	$1.1B	+$44.4M	28	0.85%	Increased
56	Parametric Portfolio Associates Seattle, Washington	$1.1B	-$9.41M	28	0.69%	Reduced
57	Credit Suisse Zurich, Switzerland	$1.08B	+$83.1M	26	0.53%	Increased
58	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.08B	+$182M	15	1.62%	Increased
59	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.05B	-$26M	1	5.36%	Reduced
60	Lazard Asset Management New York	$1.04B	+$41.5M	15	1.32%	Increased
61	1832 Asset Management Toronto, Ontario, Canada	$1.02B	+$1.79M	6	2.4%	Increased
62	GQG Partners Ft. Lauderdale, Florida	$995M	-$572M	3	3.41%	Reduced
63	Resolution Capital Sydney, NSW, Australia	$989M	-$125M	3	22.6%	Reduced
64	Canada Life Winnipeg, Manitoba, Canada	$986M	+$53.2M	21	1.86%	Increased
65	1WCM 12 West Capital Management New York	$935M	$0	1	40.18%	Maintained
66	CIBC Asset Management Toronto, Ontario, Canada	$922M	-$43.7M	10	4.34%	Reduced
67	Citadel Advisors Miami, Florida	$916M	+$204M	32	0.24%	Increased
68	Amundi Asset Management US Boston, Massachusetts	$889M	+$91.8M	15	0.76%	Increased
69	BAMCO Inc New York	$881M	+$18.5M	9	2.18%	Increased
70	Raymond James & Associates St Petersburg, Florida	$872M	-$7.65M	24	0.96%	Reduced
71	Swedbank Stockholm, Sweden	$861M	+$128M	3	2.53%	Increased
72	CI Investments Inc Toronto, Ontario, Canada	$850M	-$46.3M	15	3.75%	Reduced
73	First Manhattan New York	$791M	-$8.57M	9	3.79%	Reduced
74	Bank of Nova Scotia Toronto, Ontario, Canada	$789M	+$7.55M	8	1.67%	Increased
75	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$775M	-$1.99M	8	1.79%	Reduced