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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	CIBC Asset Management Toronto, Ontario, Canada	$451M	+$36.7M	9	2.82%	Increased
77	Asset Management One Tokyo, Japan	$449M	+$79M	11	1.05%	Increased
78	Harris Associates Chicago, Illinois	$449M	-$73.4M	1	0.76%	Reduced
79	Allianz Asset Management Munich, Germany	$448M	-$7.05M	17	0.39%	Reduced
80	Credit Suisse Zurich, Switzerland	$447M	-$22.6M	20	0.43%	Reduced
81	Pictet Asset Management (UK) London, United Kingdom	$431M	+$95.5M	9	1.22%	Increased
82	Citadel Advisors Miami, Florida	$427M	+$28.8M	16	0.33%	Increased
83	Epoch Investment Partners New York	$426M	-$8.88M	3	1.43%	Reduced
84	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$415M	+$18.5M	11	0.85%	Increased
85	CI Investments Inc Toronto, Ontario, Canada	$406M	+$49M	3	3.96%	Increased
86	Resolution Capital Sydney, NSW, Australia	$403M	-$59M	3	18.55%	Reduced
87	Millennium Management New York	$398M	-$130M	15	0.61%	Reduced
88	UBS Group Zurich, Switzerland	$396M	+$48.5M	30	0.18%	Increased
89	Adage Capital Partners Boston, Massachusetts	$395M	-$49.7M	10	0.96%	Reduced
90	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$388M	-$3.92M	9	0.72%	Reduced
91	Mawer Investment Management Calgary, Alberta, Canada	$377M	+$946K	1	3.22%	Increased
92	Frontier Capital Management Boston, Massachusetts	$357M	-$47.6M	4	2.58%	Reduced
93	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$357M	-$89.6M	9	1.15%	Reduced
94	Guggenheim Capital Chicago, Illinois	$352M	-$21.1M	17	0.83%	Reduced
95	Duff & Phelps Investment Management Chicago, Illinois	$347M	+$36.6M	5	4.86%	Increased
96	RhumbLine Advisers Boston, Massachusetts	$346M	+$14.2M	17	0.75%	Increased
97	ACI AMP Capital Investors Sydney, Australia	$341M	-$3.64M	11	1.92%	Reduced
98	Lasalle Investment Management Securities Baltimore, Maryland	$334M	-$69.1M	3	5.09%	Reduced
99	Barclays London, United Kingdom	$329M	+$133M	24	0.34%	Increased
100	First Trust Advisors Wheaton, Illinois	$327M	+$2.31M	18	0.84%	Increased