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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	$2.42B	-$75.6M	1	17.62%	Reduced
52	Dodge & Cox San Francisco, California	$2.4B	+$794M	1	1.32%	Increased
53	Envestnet Asset Management Chicago, Illinois	$2.38B	+$237M	36	0.64%	Increased
54	Swiss National Bank Zurich, Switzerland	$2.38B	+$182M	30	1.37%	Increased
55	ClearBridge Investments New York	$2.37B	-$468M	13	2.07%	Reduced
56	TD Asset Management Toronto, Ontario, Canada	$2.32B	+$117M	17	1.88%	Increased
57	Neuberger Berman Group New York	$2.29B	-$100M	30	1.74%	Reduced
58	Daiwa Securities Group Tokyo, Japan	$2.28B	-$157M	16	6.55%	Reduced
59	Russell Investments Group London, United Kingdom	$2.19B	+$79.8M	37	2.36%	Increased
60	VOYA Investment Management Atlanta, Georgia	$2.14B	+$311M	28	2.23%	Increased
61	Millennium Management New York	$2.11B	-$686M	42	0.88%	Reduced
62	Brookfield Corp Toronto, Ontario, Canada	$2.08B	+$14.6M	6	2.8%	Increased
63	SEI Investments Oaks, Pennsylvania	$2.05B	+$174M	35	1.89%	Increased
64	Citigroup New York	$2.04B	+$329M	52	0.87%	Increased
65	Capital International Investors Los Angeles, California	$2.04B	+$812M	6	0.48%	Increased
66	D.E. Shaw & Co New York	$1.98B	+$140M	34	1.19%	Increased
67	Vanguard Global Advisers Malvern, Pennsylvania	$1.95B	+$1.92B	40	1.04%	New
68	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.92B	+$238M	29	1.29%	Increased
69	Swedbank Stockholm, Sweden	$1.9B	-$62.4M	15	1.99%	Reduced
70	SG Americas Securities New York	$1.85B	+$202M	29	2%	Increased
71	Federated Hermes Pittsburgh, Pennsylvania	$1.85B	-$12.7M	26	3.01%	Reduced
72	Pictet Asset Management Carouge, Switzerland	$1.85B	-$695M	32	1.95%	Reduced
73	VARA Value Aligned Research Advisors Princeton, New Jersey	$1.83B	+$335M	13	8.84%	Increased
74	Victory Capital Management San Antonio, Texas	$1.82B	-$118M	30	1.17%	Reduced
75	Schroder Investment Management Group London, United Kingdom	$1.76B	+$247M	16	1.45%	Increased