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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.19B	+$14.6M	23	0.84%	Increased
52	Resolution Capital Sydney, NSW, Australia	$1.14B	-$282M	3	17.09%	Reduced
53	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.12B	-$76M	14	1.8%	Reduced
54	Lazard Asset Management New York	$1.08B	+$85.1M	25	1.46%	Increased
55	Victory Capital Management San Antonio, Texas	$1.02B	-$83.2M	24	1.16%	Reduced
56	CIBC Asset Management Toronto, Ontario, Canada	$942M	+$40.9M	12	3.82%	Increased
57	Janus Henderson Group London,	$941M	-$273M	23	0.65%	Reduced
58	Swedbank Stockholm, Sweden	$936M	-$59.5M	9	2.11%	Reduced
59	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$917M	-$11M	1	5.83%	Reduced
60	Bank of Nova Scotia Toronto, Ontario, Canada	$915M	-$84.6M	9	2.18%	Reduced
61	Raymond James & Associates St Petersburg, Florida	$906M	-$62.8M	23	0.89%	Reduced
62	Credit Suisse Zurich, Switzerland	$899M	-$59.3M	37	0.94%	Reduced
63	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$888M	+$267M	4	13.93%	Increased
64	Russell Investments Group London, United Kingdom	$882M	+$39M	24	1.8%	Increased
65	California Public Employees Retirement System Sacramento, California	$812M	-$29.3M	13	0.76%	Reduced
66	Primecap Management Pasadena, California	$812M	-$6.7M	2	0.73%	Reduced
67	UBS Group Zurich, Switzerland	$795M	+$108M	47	0.33%	Increased
68	Prudential Financial Newark, New Jersey	$790M	+$118M	21	1.25%	Increased
69	Renaissance Technologies New York	$761M	+$308M	30	0.9%	Increased
70	Impax Asset Management Group London, United Kingdom	$732M	-$51.9M	6	3.57%	Reduced
71	First Manhattan New York	$729M	-$7.3M	11	2.94%	Reduced
72	JP Morgan Private Wealth Advisors San Francisco, California	$724M	+$27M	17	1.85%	Increased
73	AKRE Capital Management Middleburg, Virginia	$672M	+$44.9M	2	5.38%	Increased
74	Bessemer Group Woodbridge, New Jersey	$651M	+$41.2M	17	1.62%	Increased
75	New York State Common Retirement Fund Albany, New York	$648M	+$9.96M	31	0.85%	Increased