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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	Prudential Financial Newark, New Jersey	$426M	+$9.31M	17	0.75%	Increased
77	California Public Employees Retirement System Sacramento, California	$424M	+$31.6M	26	0.59%	Increased
78	Raymond James & Associates St Petersburg, Florida	$421M	-$14.4M	20	0.73%	Reduced
79	Credit Suisse Zurich, Switzerland	$416M	-$633K	22	0.43%	Reduced
80	Asset Management One Tokyo, Japan	$414M	-$3.1M	12	0.99%	Reduced
81	Aberdeen Group Edinburgh, United Kingdom	$405M	-$233M	9	0.96%	Reduced
82	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$401M	+$169M	1	2.76%	Increased
83	Trian Fund Management New York	$394M	$0	1	4.27%	Maintained
84	Farallon Capital Management San Francisco, California	$392M	+$196M	1	2.87%	Increased
85	OMERS Administration Corp Toronto, Ontario, Canada	$387M	-$18.5M	1	5.08%	Reduced
86	Brookfield Corp Toronto, Ontario, Canada	$386M	+$76.7M	3	1.91%	Increased
87	Resolution Capital Sydney, NSW, Australia	$382M	+$27.4M	2	13.79%	Increased
88	Barclays London, United Kingdom	$376M	-$19.5M	27	0.29%	Reduced
89	Epoch Investment Partners New York	$365M	-$15.4M	4	1.7%	Reduced
90	UBS Group Zurich, Switzerland	$362M	+$32.7M	34	0.16%	Increased
91	Mawer Investment Management Calgary, Alberta, Canada	$359M	+$3.88M	1	2.98%	Increased
92	Citadel Advisors Miami, Florida	$344M	-$455M	27	0.19%	Reduced
93	ACI AMP Capital Investors Sydney, Australia	$340M	-$8.94M	11	2.16%	Reduced
94	Sustainable Growth Advisers Stamford, Connecticut	$337M	+$15M	1	4.37%	Increased
95	CIBC World Market Toronto, Ontario, Canada	$337M	-$16.8M	5	1.72%	Reduced
96	RhumbLine Advisers Boston, Massachusetts	$332M	+$21.2M	21	0.72%	Increased
97	Amundi Asset Management US Boston, Massachusetts	$331M	-$17.8M	14	0.3%	Reduced
98	Stifel Financial St. Louis, Missouri	$330M	+$64.2M	19	1.07%	Increased
99	SA SQ Advisors Naples, Florida	$321M	-$12.8M	1	12.26%	Reduced
100	ACM AEW Capital Management Boston, Massachusetts	$319M	-$145M	4	10.03%	Reduced