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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	New York State Common Retirement Fund Albany, New York	$672M	+$15.5M	23	0.86%	Increased
77	Mackenzie Financial Toronto Ontario, Ontario, Canada	$658M	+$44.1M	10	1.76%	Increased
78	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$644M	-$140M	5	15.41%	Reduced
79	First Manhattan New York	$632M	-$13.2M	9	3.65%	Reduced
80	APG Asset Management Amsterdam, Netherlands	$632M	-$7.33M	12	1.15%	Reduced
81	Bank of Nova Scotia Toronto, Ontario, Canada	$621M	-$10.7M	11	2.14%	Reduced
82	Prudential Financial Newark, New Jersey	$621M	+$60.4M	18	1.18%	Increased
83	Lasalle Investment Management Securities Baltimore, Maryland	$600M	+$78.5M	4	19.95%	Increased
84	Brookfield Corp Toronto, Ontario, Canada	$593M	+$574M	6	3.38%	New
85	RhumbLine Advisers Boston, Massachusetts	$583M	+$17.8M	24	0.97%	Increased
86	Amundi Asset Management US Boston, Massachusetts	$578M	+$99.2M	16	0.68%	Increased
87	Allianz Asset Management Munich, Germany	$562M	-$64.3M	17	0.65%	Reduced
88	Kayne Anderson Rudnick Investment Management Los Angeles, California	$532M	+$148M	7	2.22%	Increased
89	Parnassus Investments San Francisco, California	$516M	-$124M	2	1.79%	Reduced
90	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$515M	+$84.1M	9	1.31%	Increased
91	Asset Management One Tokyo, Japan	$500M	+$37.8M	11	2.46%	Increased
92	Beutel, Goodman & Co Toronto, Ontario, Canada	$498M	-$27.1M	2	4.09%	Reduced
93	UBS Group Zurich, Switzerland	$488M	-$149M	35	0.21%	Reduced
94	Waddell & Reed Financial Overland Park, Kansas	$487M	-$60.2M	6	1.26%	Reduced
95	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$485M	+$12.6M	23	0.85%	Increased
96	ACI AMP Capital Investors Sydney, Australia	$473M	+$3.32M	12	2.98%	Increased
97	Duff & Phelps Investment Management Chicago, Illinois	$461M	+$22.9M	4	7.24%	Increased
98	Tiger Global Management New York	$457M	$0	1	1.77%	Maintained
99	DZ Bank Frankfurt Am Main, Germany	$456M	-$20.3M	8	1.23%	Reduced
100	STRS Ohio Columbus, Ohio	$441M	+$34.4M	18	1.93%	Increased