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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	$699M	-$31.4M	23	0.85%	Reduced
77	Mackenzie Financial Toronto Ontario, Ontario, Canada	$673M	-$3.96M	9	1.67%	Reduced
78	UBS Group Zurich, Switzerland	$665M	+$136M	34	0.25%	Increased
79	Allianz Asset Management Munich, Germany	$657M	+$48.8M	18	0.76%	Increased
80	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$653M	-$24.7M	5	15.64%	Reduced
81	First Manhattan New York	$641M	+$6.18M	10	3.3%	Increased
82	Bank of Nova Scotia Toronto, Ontario, Canada	$633M	+$7.16M	9	1.72%	Increased
83	APG Asset Management Amsterdam, Netherlands	$630M	-$16.6M	10	1.09%	Reduced
84	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$625M	-$111M	8	1.67%	Reduced
85	RhumbLine Advisers Boston, Massachusetts	$611M	-$16.7M	22	0.96%	Reduced
86	Citadel Advisors Miami, Florida	$611M	-$299M	29	0.17%	Reduced
87	Prudential Financial Newark, New Jersey	$609M	-$55M	18	1.13%	Reduced
88	Lasalle Investment Management Securities Baltimore, Maryland	$596M	-$44.8M	4	19.85%	Reduced
89	DZ Bank Frankfurt Am Main, Germany	$565M	+$72.8M	10	1.36%	Increased
90	ACI AMP Capital Investors Sydney, Australia	$546M	+$33.6M	15	3.23%	Increased
91	Parnassus Investments San Francisco, California	$542M	+$7.87M	2	1.68%	Increased
92	Asset Management One Tokyo, Japan	$540M	+$6.21M	11	2.48%	Increased
93	Waddell & Reed Financial Overland Park, Kansas	$539M	+$5.3M	5	1.29%	Increased
94	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$532M	+$6.46M	23	0.85%	Increased
95	Kayne Anderson Rudnick Investment Management Los Angeles, California	$509M	-$59.2M	8	1.84%	Reduced
96	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$507M	-$22.6M	7	1.25%	Reduced
97	SEI Investments Oaks, Pennsylvania	$505M	+$117M	23	1.46%	Increased
98	Tiger Global Management New York	$499M	+$30M	2	1.4%	Increased
99	Brookfield Corp Toronto, Ontario, Canada	$494M	-$132M	8	2.71%	Reduced
100	Beutel, Goodman & Co Toronto, Ontario, Canada	$490M	-$11M	2	3.94%	Reduced