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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
APG Asset Management
APG Asset Management
Netherlands
$462M +$45.2M 9 0.89% Increased
77
ClearBridge Investments
ClearBridge Investments
New York
$454M +$376M 9 0.43% Increased
78
California Public Employees Retirement System
California Public Employees Retirement System
California
$449M -$14.6M 23 0.64% Reduced
79
ACM
AEW Capital Management
Massachusetts
$443M +$1.66B 5 12.45% Increased
80
Parnassus Investments
Parnassus Investments
California
$438M +$25.3M 1 1.77% Increased
81
Prudential Financial
Prudential Financial
New Jersey
$434M -$43.6M 16 0.66% Reduced
82
CIBC World Market
CIBC World Market
Ontario, Canada
$430M +$15.2M 8 1.77% Increased
83
Raymond James & Associates
Raymond James & Associates
Florida
$424M +$9.71M 19 0.76% Increased
84
Asset Management One
Asset Management One
Japan
$422M -$13.4M 12 0.95% Reduced
85
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$399M +$119M 3 3.88% Increased
86
Epoch Investment Partners
Epoch Investment Partners
New York
$385M -$19.1M 4 1.36% Reduced
87
Third Point
Third Point
New York
$385M +$230M 1 2.89% Increased
88
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$375M +$8.41M 8 0.66% Increased
89
Guggenheim Capital
Guggenheim Capital
Illinois
$371M +$11.7M 19 0.9% Increased
90
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$361M -$10.9M 11 0.89% Reduced
91
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$359M +$13.4M 4 5.6% Increased
92
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$355M +$4.35M 11 0.79% Increased
93
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$355M +$3.07M 1 2.98% Increased
94
ACI
AMP Capital Investors
Australia
$353M +$4.47M 11 2% Increased
95
Barclays
Barclays
United Kingdom
$346M -$87.3M 27 0.26% Reduced
96
SA
SQ Advisors
Florida
$345M +$46.8M 1 11.75% Increased
97
First Trust Advisors
First Trust Advisors
Illinois
$343M -$2.72M 18 0.79% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$339M -$165K 18 0.71% Reduced
99
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$338M +$49.9M 12 0.54% Increased
100
Frontier Capital Management
Frontier Capital Management
Massachusetts
$338M -$4.32M 4 2.46% Reduced
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