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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	Raymond James & Associates St Petersburg, Florida	$450M	+$24.2M	21	0.76%	Increased
77	ACM AEW Capital Management Boston, Massachusetts	$448M	-$50.5M	4	11.93%	Reduced
78	Epoch Investment Partners New York	$442M	+$60.5M	3	1.36%	Increased
79	Trian Fund Management New York	$441M	+$457M	1	4.28%	New
80	Russell Investments Group London, United Kingdom	$434M	-$160M	22	0.91%	Reduced
81	Harris Associates Chicago, Illinois	$432M	-$101M	2	0.7%	Reduced
82	Asset Management One Tokyo, Japan	$432M	-$14.5K	12	0.94%	Reduced
83	Credit Suisse Zurich, Switzerland	$431M	-$57.3M	23	0.42%	Reduced
84	OMERS Administration Corp Toronto, Ontario, Canada	$425M	+$10.4M	2	3.93%	Increased
85	California Public Employees Retirement System Sacramento, California	$425M	-$21.9M	25	0.59%	Reduced
86	Pictet Asset Management (UK) London, United Kingdom	$414M	+$39.6M	10	0.99%	Increased
87	Citadel Advisors Miami, Florida	$411M	-$133M	26	0.2%	Reduced
88	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$407M	-$98.5M	13	0.78%	Reduced
89	CIBC World Market Toronto, Ontario, Canada	$405M	-$41.1M	8	1.77%	Reduced
90	CI Investments Inc Toronto, Ontario, Canada	$404M	+$308M	5	3.18%	Increased
91	Capital Research Global Investors Los Angeles, California	$399M	-$29.6M	2	0.11%	Reduced
92	Sustainable Growth Advisers Stamford, Connecticut	$396M	+$77.7M	1	4.69%	Increased
93	Jennison Associates New York	$394M	-$128M	8	0.38%	Reduced
94	SSM Sound Shore Management Greenwich, Connecticut	$391M	+$259M	3	6.57%	Increased
95	First Trust Advisors Wheaton, Illinois	$376M	+$18.9M	20	0.78%	Increased
96	UBS Group Zurich, Switzerland	$375M	+$39.8M	32	0.16%	Increased
97	Amundi Asset Management US Boston, Massachusetts	$374M	+$30.9M	15	0.54%	Increased
98	Mawer Investment Management Calgary, Alberta, Canada	$373M	+$2.77M	1	3.01%	Increased
99	Barclays London, United Kingdom	$365M	+$10.4M	26	0.31%	Increased
100	SA SQ Advisors Naples, Florida	$356M	-$1.99M	1	12.07%	Reduced