← All themes

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	$1.74B	+$109M	16	1.1%	Increased
52	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.68B	-$267M	25	1.03%	Reduced
53	Janus Henderson Group London,	$1.66B	-$95.6M	23	0.69%	Reduced
54	1832 Asset Management Toronto, Ontario, Canada	$1.65B	-$42.6M	6	2.93%	Reduced
55	PGGM Investments Zeist, Netherlands	$1.63B	+$124M	7	8.1%	Increased
56	Swiss National Bank Zurich, Switzerland	$1.61B	-$47.7M	28	0.97%	Reduced
57	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.61B	-$24.1M	16	2.16%	Reduced
58	Victory Capital Management San Antonio, Texas	$1.58B	+$92.2M	23	1.45%	Increased
59	Daiwa Securities Group Tokyo, Japan	$1.47B	-$344M	11	8.67%	Reduced
60	Lazard Asset Management New York	$1.46B	-$19.7M	23	1.55%	Reduced
61	Swedbank Stockholm, Sweden	$1.41B	-$21.7M	10	2.35%	Reduced
62	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.4B	-$40.6M	1	6.53%	Reduced
63	Bank of Nova Scotia Toronto, Ontario, Canada	$1.39B	-$33.4M	10	1.94%	Reduced
64	Credit Suisse Zurich, Switzerland	$1.36B	-$151M	29	0.72%	Reduced
65	Raymond James & Associates St Petersburg, Florida	$1.31B	+$21.6M	26	1.06%	Increased
66	California Public Employees Retirement System Sacramento, California	$1.21B	-$91M	15	0.81%	Reduced
67	Russell Investments Group London, United Kingdom	$1.19B	-$54.6M	27	1.9%	Reduced
68	CIBC Asset Management Toronto, Ontario, Canada	$1.16B	-$32.3M	17	4.23%	Reduced
69	Impax Asset Management Group London, United Kingdom	$1.12B	+$161M	6	4.09%	Increased
70	Viking Global Investors Stamford, Connecticut	$1.06B	+$36.2M	1	3.06%	Increased
71	Primecap Management Pasadena, California	$1.04B	-$42.4M	2	0.72%	Reduced
72	UBS Group Zurich, Switzerland	$1.03B	-$21.7M	47	0.3%	Reduced
73	First Manhattan New York	$1.03B	-$6.43M	10	3.39%	Reduced
74	Prudential Financial Newark, New Jersey	$1.01B	-$34.9M	20	1.25%	Reduced
75	APG Asset Management Amsterdam, Netherlands	$973M	-$68.6M	11	1.65%	Reduced