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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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.28B	+$458M	10	1.96%	Increased
52	Resolution Capital Sydney, NSW, Australia	$1.28B	+$255M	4	21.55%	Increased
53	Swiss National Bank Zurich, Switzerland	$1.25B	+$36.7M	23	0.83%	Increased
54	1832 Asset Management Toronto, Ontario, Canada	$1.23B	+$114M	8	2.67%	Increased
55	Pictet Asset Management (UK) London, United Kingdom	$1.2B	-$114M	21	1.45%	Reduced
56	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.2B	+$130M	14	1.57%	Increased
57	Platinum Equity Advisors Beverly Hills, California	$1.2B	-$351M	1	57.78%	Reduced
58	Parametric Portfolio Associates Seattle, Washington	$1.18B	+$15.7M	29	0.68%	Increased
59	Credit Suisse Zurich, Switzerland	$1.17B	+$48.6M	26	0.6%	Increased
60	Primecap Management Pasadena, California	$1.13B	-$85.2M	2	0.79%	Reduced
61	California Public Employees Retirement System Sacramento, California	$1.11B	-$32.1M	28	0.85%	Reduced
62	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.11B	-$24.3M	1	5.46%	Reduced
63	Victory Capital Management San Antonio, Texas	$1.1B	-$87M	23	1.13%	Reduced
64	Swedbank Stockholm, Sweden	$1.09B	+$192M	10	2.27%	Increased
65	Lazard Asset Management New York	$1.07B	-$22.7M	14	1.29%	Reduced
66	Bank of Nova Scotia Toronto, Ontario, Canada	$1.04B	+$180M	13	2.04%	Increased
67	CIBC Asset Management Toronto, Ontario, Canada	$955M	-$32.9M	12	4.06%	Reduced
68	Raymond James & Associates St Petersburg, Florida	$941M	-$12M	25	0.95%	Reduced
69	CI Investments Inc Toronto, Ontario, Canada	$862M	-$9.48M	15	3.64%	Reduced
70	BAMCO Inc New York	$844M	+$12.5M	8	2.08%	Increased
71	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$831M	-$2.66M	9	1.87%	Reduced
72	First Manhattan New York	$801M	-$49.8M	9	3.45%	Reduced
73	UBS Group Zurich, Switzerland	$800M	+$69.4M	38	0.27%	Increased
74	1WCM 12 West Capital Management New York	$792M	-$22.3M	1	37.73%	Reduced
75	Kayne Anderson Rudnick Investment Management Los Angeles, California	$789M	-$703K	8	2.12%	Reduced