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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	Credit Suisse Zurich, Switzerland	$496M	+$5.4M	24	0.44%	Increased
77	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$491M	-$257M	5	10.32%	Reduced
78	LSV Asset Management Chicago, Illinois	$474M	-$38.3M	5	0.76%	Reduced
79	Aberdeen Group Edinburgh, United Kingdom	$472M	-$39.2M	8	1.05%	Reduced
80	Mawer Investment Management Calgary, Alberta, Canada	$466M	+$14.9M	1	3.01%	Increased
81	OMERS Administration Corp Toronto, Ontario, Canada	$464M	-$15.8M	1	4.83%	Reduced
82	Mackenzie Financial Toronto Ontario, Ontario, Canada	$456M	-$39.7M	9	1.18%	Reduced
83	Sustainable Growth Advisers Stamford, Connecticut	$449M	-$31.4M	1	4.62%	Reduced
84	Amundi Asset Management US Boston, Massachusetts	$437M	+$7.25M	16	0.36%	Increased
85	Barclays London, United Kingdom	$437M	+$3.19M	28	0.27%	Increased
86	Resolution Capital Sydney, NSW, Australia	$431M	-$96.1M	2	14.26%	Reduced
87	State of Wisconsin Investment Board Madison, Wisconsin	$425M	+$15.5M	15	1.18%	Increased
88	RhumbLine Advisers Boston, Massachusetts	$418M	+$945K	21	0.79%	Increased
89	1WCM 12 West Capital Management New York	$411M	+$918K	1	30.93%	Increased
90	Stifel Financial St. Louis, Missouri	$405M	+$13M	20	1.04%	Increased
91	D.E. Shaw & Co New York	$390M	+$53M	21	0.49%	Increased
92	CIBC World Market Toronto, Ontario, Canada	$388M	-$13.2M	8	1.72%	Reduced
93	William Blair Investment Management Chicago, Illinois	$386M	-$903K	3	1.62%	Reduced
94	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$378M	-$86M	8	0.8%	Reduced
95	ACI AMP Capital Investors Sydney, Australia	$362M	-$68.3M	12	2%	Reduced
96	First Trust Advisors Wheaton, Illinois	$355M	-$81.9M	20	0.67%	Reduced
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$353M	+$1.79M	21	0.7%	Increased
98	Davenport & Co Richmond, Virginia	$347M	-$1.61M	3	4.13%	Reduced
99	Citigroup New York	$346M	+$67.3M	30	0.28%	Increased
100	Millennium Management New York	$343M	-$90.6M	24	0.52%	Reduced