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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	Resolution Capital Sydney, NSW, Australia	$1.51B	+$69.9M	4	20.07%	Increased
52	1832 Asset Management Toronto, Ontario, Canada	$1.5B	+$40.6M	8	2.81%	Increased
53	Amundi Paris, France	$1.47B	-$48.8M	15	1.03%	Reduced
54	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.45B	-$33.4M	15	2.05%	Reduced
55	Platinum Equity Advisors Beverly Hills, California	$1.44B	$0	1	40.67%	Maintained
56	Parametric Portfolio Associates Seattle, Washington	$1.42B	+$22.9M	30	0.81%	Increased
57	Swiss National Bank Zurich, Switzerland	$1.41B	-$36.9M	26	0.9%	Reduced
58	Victory Capital Management San Antonio, Texas	$1.35B	+$31.6M	24	1.32%	Increased
59	Credit Suisse Zurich, Switzerland	$1.32B	+$227M	27	0.73%	Increased
60	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.29B	-$16.6M	1	6.3%	Reduced
61	Bank of Nova Scotia Toronto, Ontario, Canada	$1.26B	+$68.9M	10	2.22%	Increased
62	PGGM Investments Zeist, Netherlands	$1.24B	-$653M	8	6.41%	Reduced
63	Lazard Asset Management New York	$1.2B	+$10.9M	18	1.35%	Increased
64	Swedbank Stockholm, Sweden	$1.16B	-$65M	10	2.17%	Reduced
65	California Public Employees Retirement System Sacramento, California	$1.13B	-$54.3M	15	0.84%	Reduced
66	Raymond James & Associates St Petersburg, Florida	$1.11B	+$51.6M	26	1%	Increased
67	CIBC Asset Management Toronto, Ontario, Canada	$1.05B	-$10.1M	15	4.22%	Reduced
68	Primecap Management Pasadena, California	$1.04B	-$20.1M	2	0.74%	Reduced
69	Russell Investments Group London, United Kingdom	$1.04B	+$99.5M	26	1.76%	Increased
70	DZ Bank Frankfurt Am Main, Germany	$951M	+$54.5M	9	1.46%	Increased
71	First Manhattan New York	$918M	-$28M	11	3.38%	Reduced
72	UBS Group Zurich, Switzerland	$914M	+$44.4M	46	0.29%	Increased
73	Viking Global Investors Stamford, Connecticut	$909M	+$696M	1	2.49%	Increased
74	Prudential Financial Newark, New Jersey	$899M	+$65.9M	17	1.25%	Increased
75	STT Singapore Technologies Telemedia Singapore	$896M	$0	1	100%	Maintained