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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	Primecap Management Pasadena, California	$1.35B	-$53.8M	2	1.13%	Reduced
52	Russell Investments Group London, United Kingdom	$1.34B	+$15.6M	25	2.59%	Increased
53	Lazard Asset Management New York	$1.27B	+$28.3M	25	1.56%	Increased
54	Resolution Capital Sydney, NSW, Australia	$1.23B	+$105M	3	20.29%	Increased
55	Raymond James & Associates St Petersburg, Florida	$1.22B	-$46.3M	22	1%	Reduced
56	Janus Henderson Group London,	$1.22B	-$61.8M	22	0.76%	Reduced
57	Victory Capital Management San Antonio, Texas	$1.18B	-$29.8M	22	1.3%	Reduced
58	Prudential Financial Newark, New Jersey	$1.09B	-$3.62M	22	1.59%	Reduced
59	Credit Suisse Zurich, Switzerland	$1.07B	+$591K	26	1.06%	Increased
60	Swedbank Stockholm, Sweden	$1.06B	-$44.3M	9	1.8%	Reduced
61	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.05B	-$26.9M	12	2.95%	Reduced
62	1832 Asset Management Toronto, Ontario, Canada	$1.03B	+$313K	8	1.22%	Increased
63	California Public Employees Retirement System Sacramento, California	$996M	-$27.6M	15	0.85%	Reduced
64	Fidelity International Hamilton, Bermuda	$955M	-$96.1M	6	1.07%	Reduced
65	SEI Investments Oaks, Pennsylvania	$952M	+$42.8M	23	1.66%	Increased
66	Platinum Equity Advisors Beverly Hills, California	$940M	$0	1	40.25%	Maintained
67	Barclays London, United Kingdom	$930M	+$350M	32	0.59%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$879M	-$1.06M	34	0.98%	Reduced
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$859M	-$134M	23	0.48%	Reduced
70	Coatue Management New York	$857M	+$753M	4	4.2%	New
71	Mackenzie Financial Toronto Ontario, Ontario, Canada	$854M	-$130M	16	1.3%	Reduced
72	Citadel Advisors Miami, Florida	$840M	+$4.23M	38	0.17%	Increased
73	Duff & Phelps Investment Management Chicago, Illinois	$816M	+$69.2M	3	9.92%	Increased
74	Millennium Management New York	$795M	-$49.3M	34	0.39%	Reduced
75	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$785M	+$67.3M	1	4.67%	Increased