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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
76	Vanguard Global Advisers Malvern, Pennsylvania	$2.37B	+$76.5M	43	1.1%	Increased
77	Arrowstreet Capital Boston, Massachusetts	$2.23B	+$146M	18	0.99%	Increased
78	Capital International Investors Los Angeles, California	$2.23B	-$178M	11	0.46%	Reduced
79	Swedbank Stockholm, Sweden	$2.19B	+$34.4M	17	1.89%	Increased
80	SEI Investments Oaks, Pennsylvania	$2.17B	-$391M	41	1.92%	Reduced
81	DZ Bank Frankfurt Am Main, Germany	$2.16B	+$216M	26	1.66%	Increased
82	Point72 Asset Management Stamford, Connecticut	$2.14B	+$182M	30	2.36%	Increased
83	California Public Employees Retirement System Sacramento, California	$2.12B	+$54.2M	19	1.2%	Increased
84	Victory Capital Management San Antonio, Texas	$2.1B	-$148M	34	1.18%	Reduced
85	TD Asset Management Toronto, Ontario, Canada	$2.1B	-$492M	23	1.82%	Reduced
86	Brookfield Corp Toronto, Ontario, Canada	$2.06B	-$134M	9	2.68%	Reduced
87	Schroder Investment Management Group London, United Kingdom	$2.05B	-$88.7M	20	1.45%	Reduced
88	Vanguard Asset Management London, Ec4n 8af,	$2.03B	+$230M	33	1.37%	Increased
89	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.99B	+$130M	24	1.99%	Increased
90	Prudential Financial Newark, New Jersey	$1.99B	+$82.1M	30	2.16%	Increased
91	LPL Financial San Diego, California	$1.97B	+$111M	50	0.44%	Increased
92	RhumbLine Advisers Boston, Massachusetts	$1.95B	-$54.3M	46	1.47%	Reduced
93	BNP Paribas Asset Management Paris, France	$1.94B	-$73.3M	31	1.94%	Reduced
94	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.94B	+$10.6M	12	1.25%	Increased
95	VanEck Associates New York	$1.87B	+$293M	31	1.14%	Increased
96	Qube Research & Technologies (QRT) London, United Kingdom	$1.87B	+$959M	30	1.73%	Increased
97	Jennison Associates New York	$1.86B	+$1.18B	15	1.11%	Increased
98	Stifel Financial St. Louis, Missouri	$1.81B	-$7.9M	40	1.51%	Reduced
99	Lone Pine Capital Greenwich, Connecticut	$1.81B	+$29.6M	4	11.05%	Increased
100	National Bank of Canada Montreal, Quebec, Canada	$1.77B	+$68M	36	1.26%	Increased