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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	Amundi Paris, France	$1.5B	+$1.46B	15	1.05%	New
52	Swiss National Bank Zurich, Switzerland	$1.43B	+$51.3M	26	0.88%	Increased
53	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.43B	-$53.2M	13	1.98%	Reduced
54	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.42B	+$118M	13	1.7%	Increased
55	1832 Asset Management Toronto, Ontario, Canada	$1.41B	-$97.3K	8	2.73%	Reduced
56	Resolution Capital Sydney, NSW, Australia	$1.4B	-$50.1M	4	19.87%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$1.38B	+$72.3M	30	0.78%	Increased
58	Victory Capital Management San Antonio, Texas	$1.37B	+$190M	24	1.32%	Increased
59	Macquarie Group Sydney, NSW 2000, Australia	$1.32B	+$751M	26	1.08%	Increased
60	Credit Suisse Zurich, Switzerland	$1.27B	-$233M	27	0.57%	Reduced
61	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.25B	-$29.3M	1	5.84%	Reduced
62	STT Singapore Technologies Telemedia Singapore	$1.24B	$0	1	100%	Maintained
63	Swedbank Stockholm, Sweden	$1.21B	-$23M	10	2.27%	Reduced
64	California Public Employees Retirement System Sacramento, California	$1.18B	-$60M	18	0.88%	Reduced
65	Bank of Nova Scotia Toronto, Ontario, Canada	$1.13B	-$65.7M	11	2.09%	Reduced
66	Lazard Asset Management New York	$1.11B	+$6.11M	18	1.24%	Increased
67	Primecap Management Pasadena, California	$1.07B	-$33.4M	2	0.72%	Reduced
68	Raymond James & Associates St Petersburg, Florida	$1.06B	+$22.5M	24	0.96%	Increased
69	CIBC Asset Management Toronto, Ontario, Canada	$1.01B	-$77.7M	13	4.1%	Reduced
70	BAMCO Inc New York	$932M	+$1.75M	9	2.13%	Increased
71	Russell Investments Group London, United Kingdom	$930M	+$74.3M	27	1.56%	Increased
72	Citigroup New York	$912M	+$66.5M	35	0.55%	Increased
73	First Manhattan New York	$902M	-$19.7M	11	3.29%	Reduced
74	CI Investments Inc Toronto, Ontario, Canada	$900M	-$73.6M	16	3.3%	Reduced
75	DZ Bank Frankfurt Am Main, Germany	$878M	+$404M	10	1.38%	Increased