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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	Neuberger Berman Group New York	$1.33B	-$58.3M	17	1.21%	Reduced
52	Primecap Management Pasadena, California	$1.29B	-$28M	2	1.09%	Reduced
53	Raymond James & Associates St Petersburg, Florida	$1.28B	+$43.8M	23	1.08%	Increased
54	Swiss National Bank Zurich, Switzerland	$1.28B	-$143M	25	1%	Reduced
55	Resolution Capital Sydney, NSW, Australia	$1.24B	+$83.3M	3	24.55%	Increased
56	UBS Group Zurich, Switzerland	$1.22B	-$182M	43	0.42%	Reduced
57	Prudential Financial Newark, New Jersey	$1.14B	+$36.8M	22	1.79%	Increased
58	Lazard Asset Management New York	$1.13B	-$58.1M	27	1.53%	Reduced
59	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.1B	+$7.27M	12	3.14%	Increased
60	Credit Suisse Zurich, Switzerland	$1.04B	-$10.4M	29	1.05%	Reduced
61	Envestnet Asset Management Chicago, Illinois	$1.02B	+$286M	26	0.47%	Increased
62	1832 Asset Management Toronto, Ontario, Canada	$1.01B	+$41.9M	10	1.44%	Increased
63	Swedbank Stockholm, Sweden	$1B	-$7.19M	9	1.74%	Reduced
64	California Public Employees Retirement System Sacramento, California	$995M	+$26M	16	0.86%	Increased
65	Victory Capital Management San Antonio, Texas	$993M	-$188M	22	1.14%	Reduced
66	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$987M	+$183M	25	0.57%	Increased
67	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$969M	-$170M	3	3.7%	Reduced
68	Barclays London, United Kingdom	$958M	+$70.6M	31	0.6%	Increased
69	SEI Investments Oaks, Pennsylvania	$937M	+$29.2M	24	1.68%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$871M	+$11.6M	35	1.01%	Increased
71	Citadel Advisors Miami, Florida	$797M	-$71.8M	36	0.17%	Reduced
72	Duff & Phelps Investment Management Chicago, Illinois	$781M	+$9.82M	4	10.29%	Increased
73	HSBC Holdings London, United Kingdom	$754M	+$55.4M	21	0.78%	Increased
74	GJL Gendell Jeffrey L	$752M	$0	1	42.75%	Maintained
75	BAMCO Inc New York	$747M	+$394K	7	2.17%	Increased