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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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$325M	-$4.77M	7	1.64%	Reduced
77	CIBC World Market Toronto, Ontario, Canada	$321M	+$3.72M	2	1.33%	Increased
78	Canada Life Winnipeg, Manitoba, Canada	$319M	-$10.5M	15	1.13%	Reduced
79	LCS Levin Capital Strategies New York	$317M	-$16.7M	4	5.1%	Reduced
80	Capital International Investors Los Angeles, California	$316M	+$37.9M	2	0.98%	Increased
81	Charles Schwab San Francisco, California	$309M	-$1.58M	17	0.59%	Reduced
82	TCW Group Los Angeles, California	$306M	+$50.6M	6	1.29%	Increased
83	ECM EII Capital Management New York	$306M	-$6.95M	1	7.38%	Reduced
84	Citadel Advisors Miami, Florida	$304M	+$7.08M	19	0.4%	Increased
85	Adage Capital Partners Boston, Massachusetts	$301M	+$117M	5	0.8%	Increased
86	New York State Common Retirement Fund Albany, New York	$297M	-$10.6M	14	0.47%	Reduced
87	Royce & Associates New York	$295M	-$4.04M	7	0.85%	Reduced
88	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$288M	+$710K	4	2.25%	Increased
89	Barclays London, United Kingdom	$282M	+$101M	21	0.29%	Increased
90	Mawer Investment Management Calgary, Alberta, Canada	$282M	+$2.33M	2	4.11%	Increased
91	Schroder Investment Management Group London, United Kingdom	$281M	-$23.4M	4	0.35%	Reduced
92	abrdn Investment Management Edinburgh, United Kingdom	$279M	+$6.98M	4	1.48%	Increased
93	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$277M	+$3.13M	2	0.4%	Increased
94	Parnassus Investments San Francisco, California	$272M	+$22.3M	3	2.78%	Increased
95	Lasalle Investment Management Securities Baltimore, Maryland	$269M	+$133M	2	4.6%	Increased
96	HCM Highfields Capital Management Boston, Massachusetts	$268M	$0	1	2.18%	Maintained
97	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$264M	-$62.4M	3	1.88%	Reduced
98	TAM Third Avenue Management New York	$263M	-$3.11M	3	4.83%	Reduced
99	SC Schooner Capital Vero Beach, Florida	$262M	$0	1	100%	Maintained
100	BlackRock New York	$252M	+$11.9M	20	0.41%	Increased