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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	$1.07B	-$1.85M	22	0.74%	Reduced
52	Janus Henderson Group London,	$1.05B	+$125M	17	0.79%	Increased
53	Lazard Asset Management New York	$1.05B	+$39.4M	23	1.53%	Increased
54	Daiwa Securities Group Tokyo, Japan	$1.05B	-$89.8M	10	8.69%	Reduced
55	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.03B	+$3.87M	15	1.78%	Increased
56	Primecap Management Pasadena, California	$926M	-$4.9M	2	0.9%	Reduced
57	Raymond James & Associates St Petersburg, Florida	$903M	+$30.1M	21	0.91%	Increased
58	Russell Investments Group London, United Kingdom	$887M	+$143M	24	1.95%	Increased
59	Bank of Nova Scotia Toronto, Ontario, Canada	$865M	+$20.2M	10	2.75%	Increased
60	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$861M	+$120M	4	15.68%	Increased
61	Renaissance Technologies New York	$837M	+$185M	26	1.18%	Increased
62	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$831M	-$21.2M	1	5.77%	Reduced
63	CIBC Asset Management Toronto, Ontario, Canada	$821M	-$53M	12	3.6%	Reduced
64	California Public Employees Retirement System Sacramento, California	$818M	+$102M	14	0.75%	Increased
65	Swedbank Stockholm, Sweden	$815M	-$19.5M	8	1.94%	Reduced
66	Resolution Capital Sydney, NSW, Australia	$812M	-$201M	2	14.67%	Reduced
67	Credit Suisse Zurich, Switzerland	$799M	-$22.5M	36	0.89%	Reduced
68	Citadel Advisors Miami, Florida	$756M	+$278M	41	0.17%	Increased
69	UBS Group Zurich, Switzerland	$749M	-$12.7M	50	0.33%	Reduced
70	Balyasny Asset Management Chicago, Illinois	$686M	+$253M	16	2.11%	Increased
71	Millennium Management New York	$679M	+$207M	33	0.4%	Increased
72	First Manhattan New York	$665M	-$6.49M	11	2.81%	Reduced
73	Prudential Financial Newark, New Jersey	$656M	-$42.5M	21	1.11%	Reduced
74	VOYA Investment Management Atlanta, Georgia	$655M	+$130M	23	0.79%	Increased
75	DZ Bank Frankfurt Am Main, Germany	$651M	+$59.5M	10	1.19%	Increased