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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	Resolution Capital Sydney, NSW, Australia	$605M	+$64.4M	4	25.39%	Increased
77	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$593M	+$190M	10	1.87%	Increased
78	First Manhattan New York	$579M	-$10.3M	9	3.75%	Reduced
79	Bank of Nova Scotia Toronto, Ontario, Canada	$566M	+$107M	9	1.94%	Increased
80	New York State Common Retirement Fund Albany, New York	$565M	+$19.3M	21	0.85%	Increased
81	UBS Group Zurich, Switzerland	$560M	-$19.3M	36	0.26%	Reduced
82	BAMCO Inc New York	$553M	+$131M	7	2.71%	Increased
83	Allianz Asset Management Munich, Germany	$546M	+$94.7M	17	0.73%	Increased
84	RhumbLine Advisers Boston, Massachusetts	$497M	+$52.5M	20	1.04%	Increased
85	AQR Capital Management Greenwich, Connecticut	$497M	-$163M	20	0.84%	Reduced
86	Prudential Financial Newark, New Jersey	$493M	+$7.71M	17	1.08%	Increased
87	Adage Capital Partners Boston, Massachusetts	$491M	+$167M	12	1.47%	Increased
88	Lasalle Investment Management Securities Baltimore, Maryland	$469M	-$655K	4	18%	Reduced
89	Waddell & Reed Financial Overland Park, Kansas	$448M	+$20.7M	7	1.46%	Increased
90	ACI AMP Capital Investors Sydney, Australia	$438M	+$46.4M	13	3.23%	Increased
91	DZ Bank Frankfurt Am Main, Germany	$418M	-$15.9M	9	1.42%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$417M	+$32.1M	21	0.9%	Increased
93	Amundi Asset Management US Boston, Massachusetts	$415M	-$75.3M	17	0.72%	Reduced
94	Asset Management One Tokyo, Japan	$412M	-$17.1M	12	2.4%	Reduced
95	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$386M	-$61.8M	8	1.18%	Reduced
96	Swedbank Stockholm, Sweden	$381M	+$48.8M	1	1.88%	Increased
97	Duff & Phelps Investment Management Chicago, Illinois	$380M	+$66.9M	3	6.63%	Increased
98	Stifel Financial St. Louis, Missouri	$376M	-$19.3M	23	1.04%	Reduced
99	State of Wisconsin Investment Board Madison, Wisconsin	$371M	-$3.23M	15	1.24%	Reduced
100	ACM Adelante Capital Management Alameda, California	$364M	+$47.1M	3	23.15%	Increased