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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	Parnassus Investments San Francisco, California	$374M	+$29M	1	1.84%	Increased
77	Lord, Abbett & Co Jersey City, New Jersey	$373M	-$29.7M	6	1.13%	Reduced
78	California Public Employees Retirement System Sacramento, California	$367M	-$19.2M	22	0.62%	Reduced
79	Renaissance Technologies New York	$365M	+$2.31M	19	0.58%	Increased
80	1832 Asset Management Toronto, Ontario, Canada	$353M	+$75.4M	4	1.08%	Increased
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$350M	-$17.2M	2	2.1%	Reduced
82	Epoch Investment Partners New York	$337M	-$7.87M	2	1.26%	Reduced
83	Coatue Management New York	$319M	+$52.4K	1	3.78%	Increased
84	ACM AEW Capital Management Boston, Massachusetts	$316M	-$9.91M	2	7.57%	Reduced
85	Asset Management One Tokyo, Japan	$311M	+$159M	9	0.8%	Increased
86	Macquarie Group Sydney, NSW 2000, Australia	$307M	+$29.4M	11	0.59%	Increased
87	JSP Jackson Square Partners Larkspur, California	$304M	-$45.3M	1	1.57%	Reduced
88	VOYA Investment Management Atlanta, Georgia	$303M	-$399K	16	0.72%	Reduced
89	Mawer Investment Management Calgary, Alberta, Canada	$300M	-$4.31M	1	3.07%	Reduced
90	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$297M	-$92.5M	3	2.04%	Reduced
91	Frontier Capital Management Boston, Massachusetts	$295M	+$20.4M	4	2.27%	Increased
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$294M	-$5.01M	17	0.6%	Reduced
93	Guggenheim Capital Chicago, Illinois	$294M	+$24.6M	19	0.84%	Increased
94	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$291M	-$19.3M	7	0.61%	Reduced
95	Raymond James & Associates St Petersburg, Florida	$291M	+$44.5M	18	0.74%	Increased
96	Duff & Phelps Investment Management Chicago, Illinois	$291M	-$519K	4	4.19%	Reduced
97	Resolution Capital Sydney, NSW, Australia	$289M	+$91M	2	16.89%	Increased
98	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$286M	-$322M	24	0.41%	Reduced
99	Citigroup New York	$285M	+$30.2M	24	0.26%	Increased
100	APG Asset Management Amsterdam, Netherlands	$282M	+$111M	8	0.53%	Increased