← 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	PGGM Investments Zeist, Netherlands	$1.63B	$0	7	8.1%	Maintained
52	1832 Asset Management Toronto, Ontario, Canada	$1.56B	+$55.9M	8	2.21%	Increased
53	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.51B	+$31.8M	13	2.02%	Increased
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.48B	-$79.9M	24	0.97%	Reduced
55	Janus Henderson Group London,	$1.46B	-$98.1M	23	0.7%	Reduced
56	Daiwa Securities Group Tokyo, Japan	$1.41B	+$87M	10	8.84%	Increased
57	DZ Bank Frankfurt Am Main, Germany	$1.35B	-$1.04B	9	1.93%	Reduced
58	Victory Capital Management San Antonio, Texas	$1.3B	-$181M	23	1.3%	Reduced
59	Lazard Asset Management New York	$1.3B	-$150M	22	1.51%	Reduced
60	Swedbank Stockholm, Sweden	$1.25B	-$45.2M	9	2.31%	Reduced
61	Bank of Nova Scotia Toronto, Ontario, Canada	$1.24B	-$66.8M	9	2.11%	Reduced
62	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.18B	-$143M	1	6.3%	Reduced
63	Credit Suisse Zurich, Switzerland	$1.16B	-$82.1M	29	1%	Reduced
64	CIBC Asset Management Toronto, Ontario, Canada	$1.16B	+$70.4M	15	4.06%	Increased
65	Raymond James & Associates St Petersburg, Florida	$1.15B	-$19.3M	25	0.97%	Reduced
66	Russell Investments Group London, United Kingdom	$1.04B	-$40.5M	24	1.82%	Reduced
67	Primecap Management Pasadena, California	$1.04B	-$6.93M	2	0.79%	Reduced
68	California Public Employees Retirement System Sacramento, California	$1.01B	-$75.9M	13	0.78%	Reduced
69	Edgewood Management Greenwich, Connecticut	$994M	-$868M	3	1.99%	Reduced
70	First Manhattan New York	$939M	-$24.3M	11	3.07%	Reduced
71	Viking Global Investors Stamford, Connecticut	$922M	-$72M	1	3.73%	Reduced
72	Impax Asset Management Group London, United Kingdom	$913M	-$70.4M	6	3.77%	Reduced
73	UBS Group Zurich, Switzerland	$897M	-$38.2M	47	0.3%	Reduced
74	JP Morgan Private Wealth Advisors San Francisco, California	$871M	+$51.3M	18	1.89%	Increased
75	Prudential Financial Newark, New Jersey	$861M	-$74.6M	19	1.14%	Reduced