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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	American Century Companies Kansas City, Missouri	$1.59B	-$150M	30	0.97%	Reduced
52	Neuberger Berman Group New York	$1.56B	-$158M	22	1.3%	Reduced
53	Russell Investments Group London, United Kingdom	$1.53B	+$45.1M	29	2.11%	Increased
54	Barclays London, United Kingdom	$1.5B	+$456M	36	0.43%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$1.46B	+$116M	20	1.81%	Increased
56	Swiss National Bank Zurich, Switzerland	$1.41B	+$190K	27	1%	Increased
57	Millennium Management New York	$1.35B	+$187M	37	0.72%	Increased
58	Envestnet Asset Management Chicago, Illinois	$1.33B	+$97.8M	30	0.43%	Increased
59	Coatue Management New York	$1.33B	-$597M	2	5.85%	Reduced
60	Fidelity International Hamilton, Bermuda	$1.31B	-$139M	10	1.25%	Reduced
61	Capital International Investors Los Angeles, California	$1.3B	-$770M	7	0.26%	Reduced
62	HSBC Holdings London, United Kingdom	$1.28B	+$26.1M	20	0.79%	Increased
63	Prudential Financial Newark, New Jersey	$1.25B	-$108K	23	1.78%	Reduced
64	Primecap Management Pasadena, California	$1.24B	-$120M	2	1.03%	Reduced
65	Swedbank Stockholm, Sweden	$1.22B	-$3.14M	13	1.62%	Reduced
66	DZ Bank Frankfurt Am Main, Germany	$1.2B	-$359M	21	1.34%	Reduced
67	SEI Investments Oaks, Pennsylvania	$1.17B	-$103M	26	1.5%	Reduced
68	First Trust Advisors Wheaton, Illinois	$1.15B	+$200M	29	1.02%	Increased
69	Citadel Advisors Miami, Florida	$1.08B	-$196M	41	0.2%	Reduced
70	RhumbLine Advisers Boston, Massachusetts	$1.05B	+$19.2M	34	0.99%	Increased
71	Resolution Capital Sydney, NSW, Australia	$1.04B	-$257M	3	20.24%	Reduced
72	BNP Paribas Financial Markets Paris, France	$1.03B	+$133M	34	0.61%	Increased
73	Stifel Financial St. Louis, Missouri	$1.03B	+$5.76M	29	1.09%	Increased
74	D.E. Shaw & Co New York	$1.02B	+$509M	26	0.9%	Increased
75	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.01B	+$72.4M	9	0.97%	Increased