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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	Canada Life Winnipeg, Manitoba, Canada	$365M	-$10.8M	17	1.4%	Reduced
77	Renaissance Technologies New York	$365M	+$84.5M	20	0.8%	Increased
78	Russell Frank Company Seattle, Washington	$358M	+$4.54M	20	0.62%	Increased
79	I.G. Investment Management Winnipeg, Manitoba, Canada	$346M	+$23.4M	8	1.48%	Increased
80	Nuveen Charlotte, North Carolina	$339M	+$121M	7	1.75%	Increased
81	Mawer Investment Management Calgary, Alberta, Canada	$326M	+$7.5M	1	4.19%	Increased
82	Parnassus Investments San Francisco, California	$321M	+$353K	1	2.15%	Increased
83	Mackenzie Financial Toronto Ontario, Ontario, Canada	$315M	+$2.05M	5	1.96%	Increased
84	Swiss National Bank Zurich, Switzerland	$315M	+$3.27M	18	0.76%	Increased
85	California Public Employees Retirement System Sacramento, California	$314M	+$5.13M	22	0.5%	Increased
86	VVP Vulcan Value Partners Birmingham, Alabama	$314M	+$486K	1	2.92%	Increased
87	AQR Capital Management Greenwich, Connecticut	$304M	+$31.1M	18	0.53%	Increased
88	Parametric Portfolio Associates Seattle, Washington	$298M	+$38.6M	20	0.51%	Increased
89	BlackRock New York	$289M	+$32.6M	20	0.42%	Increased
90	1832 Asset Management Toronto, Ontario, Canada	$288M	-$53.6M	4	1.25%	Reduced
91	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$286M	-$8.59M	8	0.51%	Reduced
92	Bank of Nova Scotia Toronto, Ontario, Canada	$284M	-$45.3M	5	1.46%	Reduced
93	abrdn Investment Management Edinburgh, United Kingdom	$278M	+$113M	1	1.18%	Increased
94	William Blair Investment Management Chicago, Illinois	$274M	+$3.51M	2	1.11%	Increased
95	ACM AEW Capital Management Boston, Massachusetts	$274M	+$20.6M	1	5.73%	Increased
96	Security Capital Research & Management Chicago, Illinois	$270M	+$6.73M	1	8.47%	Increased
97	Two Sigma Investments New York	$269M	+$46.6M	17	1.29%	Increased
98	TCW Group Los Angeles, California	$268M	-$57M	7	1.92%	Reduced
99	New York State Common Retirement Fund Albany, New York	$263M	+$121K	18	0.4%	Increased
100	BlackRock Investment Management Wilmington, Delaware	$261M	-$3.5M	21	0.33%	Reduced