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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	Boston Partners Boston, Massachusetts	$1.77B	+$35.9M	7	2.11%	Increased
52	DZ Bank Frankfurt Am Main, Germany	$1.65B	-$386M	17	1.77%	Reduced
53	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.6B	-$104M	12	3.71%	Reduced
54	Swiss National Bank Zurich, Switzerland	$1.59B	-$54.7M	25	1.12%	Reduced
55	Brookfield Corp Toronto, Ontario, Canada	$1.55B	-$89.6M	6	9.16%	Reduced
56	Macquarie Group Sydney, NSW 2000, Australia	$1.53B	-$91.6M	22	1.73%	Reduced
57	Resolution Capital Sydney, NSW, Australia	$1.52B	-$37M	3	27.16%	Reduced
58	Barclays London, United Kingdom	$1.4B	-$421M	33	0.49%	Reduced
59	Primecap Management Pasadena, California	$1.37B	-$371M	2	1.02%	Reduced
60	Envestnet Asset Management Chicago, Illinois	$1.37B	+$1.31M	27	0.51%	Increased
61	GJL Gendell Jeffrey L	$1.36B	-$10.3M	1	52.68%	Reduced
62	1832 Asset Management Toronto, Ontario, Canada	$1.35B	+$39M	11	0.8%	Increased
63	Prudential Financial Newark, New Jersey	$1.35B	-$118M	22	1.9%	Reduced
64	Lazard Asset Management New York	$1.32B	-$4.68M	21	1.61%	Reduced
65	SEI Investments Oaks, Pennsylvania	$1.3B	+$28.8M	25	1.9%	Increased
66	Credit Suisse Zurich, Switzerland	$1.28B	-$74.6M	28	1.23%	Reduced
67	California Public Employees Retirement System Sacramento, California	$1.25B	-$39.5M	15	0.88%	Reduced
68	HSBC Holdings London, United Kingdom	$1.22B	+$180M	24	0.82%	Increased
69	Millennium Management New York	$1.2B	+$209M	31	0.51%	Increased
70	Citadel Advisors Miami, Florida	$1.14B	+$11.1M	35	0.22%	Increased
71	RhumbLine Advisers Boston, Massachusetts	$1.14B	+$7.38M	34	1.09%	Increased
72	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.09B	-$597M	3	3.68%	Reduced
73	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.04B	-$142M	25	0.97%	Reduced
74	VOYA Investment Management Atlanta, Georgia	$1.01B	-$117M	25	0.99%	Reduced
75	Brown Advisory Baltimore, Maryland	$1.01B	-$36.3M	15	1.35%	Reduced