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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	-$28.9M	17	0.5%	Reduced
77	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$499M	+$10.1M	1	3.12%	Increased
78	LSV Asset Management Chicago, Illinois	$498M	-$31.9M	6	0.8%	Reduced
79	STT Singapore Technologies Telemedia Singapore	$484M	+$193M	1	100%	Increased
80	Resolution Capital Sydney, NSW, Australia	$483M	+$23.2M	2	15.72%	Increased
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$483M	-$141M	10	1.17%	Reduced
82	OMERS Administration Corp Toronto, Ontario, Canada	$479M	-$7.66M	2	5.51%	Reduced
83	Trian Fund Management New York	$474M	+$148K	1	5.07%	Increased
84	Aberdeen Group Edinburgh, United Kingdom	$473M	-$32.5M	8	1.02%	Reduced
85	Credit Suisse Zurich, Switzerland	$464M	-$35.1M	23	0.42%	Reduced
86	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$449M	-$92.6M	14	0.7%	Reduced
87	Mawer Investment Management Calgary, Alberta, Canada	$438M	+$4.62M	1	3.12%	Increased
88	Sustainable Growth Advisers Stamford, Connecticut	$433M	-$489K	1	4.79%	Reduced
89	Millennium Management New York	$413M	+$176M	24	0.62%	Increased
90	Barclays London, United Kingdom	$413M	-$33.2M	29	0.28%	Reduced
91	Prudential Financial Newark, New Jersey	$413M	-$92.8M	17	0.68%	Reduced
92	First Trust Advisors Wheaton, Illinois	$411M	+$28.8M	19	0.82%	Increased
93	Epoch Investment Partners New York	$407M	-$8.3M	4	1.78%	Reduced
94	Amundi Asset Management US Boston, Massachusetts	$400M	-$621K	15	0.56%	Reduced
95	ACI AMP Capital Investors Sydney, Australia	$399M	-$15.5M	12	2.26%	Reduced
96	RhumbLine Advisers Boston, Massachusetts	$393M	-$4.48M	21	0.76%	Reduced
97	CIBC World Market Toronto, Ontario, Canada	$392M	-$15.7M	8	1.8%	Reduced
98	1WCM 12 West Capital Management New York	$390M	+$6.05M	1	31.79%	Increased
99	Stifel Financial St. Louis, Missouri	$387M	+$1.51M	20	1.09%	Increased
100	State of Wisconsin Investment Board Madison, Wisconsin	$385M	+$11.9M	14	1.1%	Increased