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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	Allianz Asset Management Munich, Germany	$506M	+$2.41M	18	0.46%	Increased
77	Credit Suisse Zurich, Switzerland	$498M	+$44.3M	21	0.45%	Increased
78	Prudential Financial Newark, New Jersey	$493M	+$20.5M	18	0.73%	Increased
79	SA SPO Advisory San Anselmo, California	$493M	$0	1	12.04%	Maintained
80	Victory Capital Management San Antonio, Texas	$492M	-$25.7M	14	1.01%	Reduced
81	Asset Management One Tokyo, Japan	$485M	+$36.4M	12	1%	Increased
82	First Trust Advisors Wheaton, Illinois	$481M	+$78.9M	21	0.89%	Increased
83	Trian Fund Management New York	$477M	$0	1	4.61%	Maintained
84	Millennium Management New York	$476M	-$73.4M	23	0.58%	Reduced
85	California Public Employees Retirement System Sacramento, California	$474M	+$28.2M	26	0.61%	Increased
86	Mackenzie Financial Toronto Ontario, Ontario, Canada	$474M	-$38.7M	9	1.15%	Reduced
87	OMERS Administration Corp Toronto, Ontario, Canada	$468M	+$1.25M	3	4.48%	Increased
88	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$468M	+$40M	13	0.87%	Increased
89	Barclays London, United Kingdom	$467M	+$80.1M	28	0.32%	Increased
90	Parnassus Investments San Francisco, California	$461M	+$598K	1	1.76%	Increased
91	Epoch Investment Partners New York	$447M	-$25.7M	3	1.69%	Reduced
92	UBS Group Zurich, Switzerland	$417M	+$17.8M	33	0.17%	Increased
93	ACM AEW Capital Management Boston, Massachusetts	$414M	-$140M	4	11.55%	Reduced
94	Mawer Investment Management Calgary, Alberta, Canada	$412M	+$853K	1	3.1%	Increased
95	Amundi Asset Management US Boston, Massachusetts	$412M	+$14.5M	15	0.54%	Increased
96	CIBC World Market Toronto, Ontario, Canada	$409M	-$34.1M	7	1.75%	Reduced
97	ACI AMP Capital Investors Sydney, Australia	$405M	+$45M	10	2.2%	Increased
98	Resolution Capital Sydney, NSW, Australia	$404M	+$81.9M	2	14.1%	Increased
99	Glenview Capital Management New York	$398M	-$221M	2	2.53%	Reduced
100	Sustainable Growth Advisers Stamford, Connecticut	$398M	-$573K	1	4.42%	Reduced