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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	Pershing Square Capital Management New York	$2B	+$122M	1	15.83%	Increased
52	Neuberger Berman Group New York	$1.98B	+$19.2M	22	1.57%	Increased
53	Brookfield Corp Toronto, Ontario, Canada	$1.92B	-$138M	6	11.63%	Reduced
54	Russell Investments Group London, United Kingdom	$1.73B	-$14.6M	28	2.38%	Reduced
55	1832 Asset Management Toronto, Ontario, Canada	$1.67B	-$59.4M	11	1.42%	Reduced
56	Swiss National Bank Zurich, Switzerland	$1.65B	-$70.2M	26	1.1%	Reduced
57	National Bank of Canada Montreal, Quebec, Canada	$1.61B	+$1B	26	1.7%	Increased
58	DZ Bank Frankfurt Am Main, Germany	$1.57B	+$96.8M	20	1.59%	Increased
59	Primecap Management Pasadena, California	$1.56B	-$148M	2	1.21%	Reduced
60	Fidelity International Hamilton, Bermuda	$1.56B	+$176M	11	1.46%	Increased
61	Macquarie Group Sydney, NSW 2000, Australia	$1.51B	-$132M	21	1.83%	Reduced
62	Citadel Advisors Miami, Florida	$1.5B	-$113M	46	0.26%	Reduced
63	SEI Investments Oaks, Pennsylvania	$1.45B	-$33M	26	1.86%	Reduced
64	Resolution Capital Sydney, NSW, Australia	$1.45B	+$54.5M	3	26.06%	Increased
65	Millennium Management New York	$1.42B	-$113M	34	0.69%	Reduced
66	Envestnet Asset Management Chicago, Illinois	$1.41B	-$57.8M	26	0.45%	Reduced
67	HSBC Holdings London, United Kingdom	$1.39B	+$70.1M	25	0.81%	Increased
68	Prudential Financial Newark, New Jersey	$1.37B	-$63.1M	23	1.88%	Reduced
69	Swedbank Stockholm, Sweden	$1.35B	-$15.1M	14	1.66%	Reduced
70	Boston Partners Boston, Massachusetts	$1.32B	-$180M	9	1.61%	Reduced
71	California Public Employees Retirement System Sacramento, California	$1.31B	+$14.4M	17	0.88%	Increased
72	Barclays London, United Kingdom	$1.31B	-$410M	36	0.37%	Reduced
73	First Trust Advisors Wheaton, Illinois	$1.25B	+$202M	29	1.1%	Increased
74	VOYA Investment Management Atlanta, Georgia	$1.25B	+$53.9M	26	1.3%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$1.21B	+$17.9M	34	1.08%	Increased