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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	$1.99B	+$42.8M	22	1.56%	Increased
52	Brookfield Corp Toronto, Ontario, Canada	$1.92B	-$11.5M	6	10.86%	Reduced
53	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.84B	+$10.4M	12	4.06%	Increased
54	Barclays London, United Kingdom	$1.83B	-$24.9M	33	0.49%	Reduced
55	Russell Investments Group London, United Kingdom	$1.78B	-$39.7M	28	2.57%	Reduced
56	Swiss National Bank Zurich, Switzerland	$1.77B	+$7.73M	25	1.15%	Increased
57	Macquarie Group Sydney, NSW 2000, Australia	$1.75B	+$56.1M	20	1.89%	Increased
58	Pershing Square Capital Management New York	$1.74B	+$1.23B	1	13.47%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$1.67B	+$90.1M	11	1.27%	Increased
60	DZ Bank Frankfurt Am Main, Germany	$1.64B	-$321M	19	1.61%	Reduced
61	Citadel Advisors Miami, Florida	$1.58B	+$337M	39	0.31%	Increased
62	SEI Investments Oaks, Pennsylvania	$1.55B	-$6.72M	25	2.02%	Reduced
63	Envestnet Asset Management Chicago, Illinois	$1.54B	-$16.7M	26	0.5%	Reduced
64	Millennium Management New York	$1.51B	-$65.1M	34	0.72%	Reduced
65	Primecap Management Pasadena, California	$1.5B	-$33.7M	2	1.11%	Reduced
66	Prudential Financial Newark, New Jersey	$1.5B	+$18.2M	25	2.11%	Increased
67	Swedbank Stockholm, Sweden	$1.43B	+$63.8M	13	1.82%	Increased
68	HSBC Holdings London, United Kingdom	$1.4B	+$11.8M	24	0.82%	Increased
69	Lazard Asset Management New York	$1.37B	+$6.51M	27	1.83%	Increased
70	Boston Partners Boston, Massachusetts	$1.37B	-$52.2M	9	1.61%	Reduced
71	Resolution Capital Sydney, NSW, Australia	$1.36B	-$177M	3	23.42%	Reduced
72	California Public Employees Retirement System Sacramento, California	$1.34B	-$3.33M	16	0.94%	Reduced
73	Fidelity International Hamilton, Bermuda	$1.3B	+$341M	11	1.18%	Increased
74	VOYA Investment Management Atlanta, Georgia	$1.24B	+$91.7M	26	1.28%	Increased
75	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.24B	+$125M	26	1.09%	Increased