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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	$425M	+$15.1M	1	1.79%	Increased
77	Raymond James & Associates St Petersburg, Florida	$419M	+$29M	18	0.91%	Increased
78	abrdn Investment Management Edinburgh, United Kingdom	$417M	-$69.5M	2	1.41%	Reduced
79	Epoch Investment Partners New York	$410M	-$698K	3	1.39%	Reduced
80	California Public Employees Retirement System Sacramento, California	$408M	+$1.72M	22	0.65%	Increased
81	Adage Capital Partners Boston, Massachusetts	$401M	+$153M	10	0.98%	Increased
82	CIBC Asset Management Toronto, Ontario, Canada	$393M	+$132M	9	2.71%	Increased
83	CI Investments Inc Toronto, Ontario, Canada	$387M	+$60M	2	4.19%	Increased
84	Lasalle Investment Management Securities Baltimore, Maryland	$379M	-$31.4M	2	4.8%	Reduced
85	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$374M	+$26.4M	9	0.72%	Increased
86	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$374M	+$75.3M	11	0.85%	Increased
87	Citadel Advisors Miami, Florida	$372M	+$110M	19	0.31%	Increased
88	Frontier Capital Management Boston, Massachusetts	$361M	+$48.7M	4	2.64%	Increased
89	Mawer Investment Management Calgary, Alberta, Canada	$358M	+$5.77M	1	3.3%	Increased
90	ACM AEW Capital Management Boston, Massachusetts	$353M	-$1.24M	2	8.62%	Reduced
91	Guggenheim Capital Chicago, Illinois	$351M	+$768K	18	0.93%	Increased
92	Asset Management One Tokyo, Japan	$350M	-$3.31M	10	0.89%	Reduced
93	OppenheimerFunds New York	$346M	-$127M	14	0.43%	Reduced
94	UBS Group Zurich, Switzerland	$339M	+$44.5M	28	0.18%	Increased
95	Citigroup New York	$336M	+$22.9M	27	0.3%	Increased
96	JSP Jackson Square Partners Larkspur, California	$333M	-$21.4M	1	1.7%	Reduced
97	Pictet Asset Management (UK) London, United Kingdom	$324M	+$36.8M	8	1%	Increased
98	ACI AMP Capital Investors Sydney, Australia	$323M	+$125M	11	1.91%	Increased
99	RhumbLine Advisers Boston, Massachusetts	$314M	+$1.93M	17	0.72%	Increased
100	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$313M	-$21.6M	18	0.67%	Reduced