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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	Beutel, Goodman & Co Toronto, Ontario, Canada	$622M	-$3.16M	2	3.57%	Reduced
77	New York State Common Retirement Fund Albany, New York	$610M	-$13.8M	21	0.72%	Reduced
78	Barclays London, United Kingdom	$577M	+$161M	24	0.32%	Increased
79	APG Asset Management Amsterdam, Netherlands	$571M	-$159M	12	0.93%	Reduced
80	Resolution Capital Sydney, NSW, Australia	$571M	+$139M	3	17.06%	Increased
81	1WCM 12 West Capital Management New York	$564M	$0	1	35.6%	Maintained
82	Prudential Financial Newark, New Jersey	$562M	-$11.6M	17	0.83%	Reduced
83	CI Investments Inc Toronto, Ontario, Canada	$549M	-$31.5M	5	2.79%	Reduced
84	Allianz Asset Management Munich, Germany	$542M	-$110M	17	0.49%	Reduced
85	Amundi Asset Management US Boston, Massachusetts	$520M	+$76.8M	15	0.61%	Increased
86	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$519M	+$54.1M	6	0.87%	Increased
87	RhumbLine Advisers Boston, Massachusetts	$487M	+$15.4M	20	0.81%	Increased
88	William Blair Investment Management Chicago, Illinois	$462M	+$11.7M	4	1.84%	Increased
89	CIBC World Market Toronto, Ontario, Canada	$461M	+$20.1M	9	1.88%	Increased
90	Waddell & Reed Financial Overland Park, Kansas	$452M	+$8.03M	6	1.12%	Increased
91	Lasalle Investment Management Securities Baltimore, Maryland	$449M	+$59.9M	4	11.95%	Increased
92	DZ Bank Frankfurt Am Main, Germany	$447M	+$70.4M	6	1.17%	Increased
93	Asset Management One Tokyo, Japan	$445M	-$7.36M	13	2%	Reduced
94	LSV Asset Management Chicago, Illinois	$436M	-$42.5M	5	0.68%	Reduced
95	OMERS Administration Corp Toronto, Ontario, Canada	$436M	-$99.5M	2	5.04%	Reduced
96	Stifel Financial St. Louis, Missouri	$435M	+$357K	23	0.91%	Increased
97	BAMCO Inc New York	$433M	+$64.9M	6	1.65%	Increased
98	State of Wisconsin Investment Board Madison, Wisconsin	$430M	-$25.2M	15	1.08%	Reduced
99	Sustainable Growth Advisers Stamford, Connecticut	$428M	-$19.6M	1	4.01%	Reduced
100	D.E. Shaw & Co New York	$423M	+$8.22M	22	0.48%	Increased