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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	Capital Research Global Investors Los Angeles, California	$561M	+$342M	3	0.18%	Increased
77	Bank of Nova Scotia Toronto, Ontario, Canada	$548M	+$178M	8	1.62%	Increased
78	STT Singapore Technologies Telemedia Singapore	$544M	$0	1	100%	Maintained
79	CI Investments Inc Toronto, Ontario, Canada	$539M	-$135M	4	2.78%	Reduced
80	Mackenzie Financial Toronto Ontario, Ontario, Canada	$516M	+$10.2M	7	1.36%	Increased
81	UBS Group Zurich, Switzerland	$508M	-$118M	34	0.2%	Reduced
82	OMERS Administration Corp Toronto, Ontario, Canada	$495M	-$12.4M	2	4.94%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$452M	+$4.61M	21	0.83%	Increased
84	Asset Management One Tokyo, Japan	$447M	+$83.3M	13	2.15%	Increased
85	Sustainable Growth Advisers Stamford, Connecticut	$443M	-$66M	1	4.44%	Reduced
86	1WCM 12 West Capital Management New York	$439M	$0	1	28.23%	Maintained
87	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$433M	+$15.4M	7	0.91%	Increased
88	LSV Asset Management Chicago, Illinois	$433M	-$37M	4	0.72%	Reduced
89	Amundi Asset Management US Boston, Massachusetts	$431M	-$35.8M	15	0.64%	Reduced
90	State of Wisconsin Investment Board Madison, Wisconsin	$429M	-$27.6M	14	1.19%	Reduced
91	Stifel Financial St. Louis, Missouri	$421M	-$7.36M	22	1.07%	Reduced
92	William Blair Investment Management Chicago, Illinois	$416M	-$8.82M	3	1.78%	Reduced
93	Resolution Capital Sydney, NSW, Australia	$413M	-$45.6M	2	11.83%	Reduced
94	Waddell & Reed Financial Overland Park, Kansas	$406M	+$44.8M	6	1.05%	Increased
95	CIBC World Market Toronto, Ontario, Canada	$405M	-$25M	7	1.82%	Reduced
96	Adage Capital Partners Boston, Massachusetts	$402M	+$97.4M	8	0.99%	Increased
97	Barclays London, United Kingdom	$399M	-$63M	27	0.25%	Reduced
98	Lasalle Investment Management Securities Baltimore, Maryland	$397M	+$177M	4	10.15%	Increased
99	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$379M	+$2.18M	21	0.74%	Increased
100	DZ Bank Frankfurt Am Main, Germany	$363M	+$46.9M	7	1.08%	Increased