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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	APG Asset Management Amsterdam, Netherlands	$765M	+$137M	11	1.25%	Increased
77	Mackenzie Financial Toronto Ontario, Ontario, Canada	$743M	-$80.2M	9	1.6%	Reduced
78	Russell Investments Group London, United Kingdom	$733M	-$218M	21	1.45%	Reduced
79	New York State Common Retirement Fund Albany, New York	$719M	-$47.8M	23	0.8%	Reduced
80	Allianz Asset Management Munich, Germany	$699M	-$33.5M	16	0.69%	Reduced
81	Citigroup New York	$694M	-$403M	33	0.41%	Reduced
82	Kayne Anderson Rudnick Investment Management Los Angeles, California	$693M	+$73.9M	8	2%	Increased
83	UBS Group Zurich, Switzerland	$689M	-$24.8M	38	0.23%	Reduced
84	Millennium Management New York	$667M	+$227M	26	0.48%	Increased
85	RhumbLine Advisers Boston, Massachusetts	$652M	+$3.22M	22	0.9%	Increased
86	Aberdeen Group Edinburgh, United Kingdom	$645M	-$214M	12	1.57%	Reduced
87	Adage Capital Partners Boston, Massachusetts	$632M	+$234M	9	1.38%	Increased
88	Waddell & Reed Financial Overland Park, Kansas	$628M	-$32.3M	5	1.32%	Reduced
89	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$614M	+$24.3M	10	1.13%	Increased
90	Beutel, Goodman & Co Toronto, Ontario, Canada	$594M	-$16M	2	4.02%	Reduced
91	Renaissance Technologies New York	$591M	-$227M	21	0.64%	Reduced
92	AKRE Capital Management Middleburg, Virginia	$590M	-$18.7M	2	3.98%	Reduced
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$565M	+$4.09M	23	0.79%	Increased
94	Prudential Financial Newark, New Jersey	$560M	-$94.9M	18	0.94%	Reduced
95	Lasalle Investment Management Securities Baltimore, Maryland	$558M	-$12.5M	4	17.61%	Reduced
96	Asset Management One Tokyo, Japan	$530M	+$760K	12	2.18%	Increased
97	GJL Gendell Jeffrey L	$528M	$0	1	71.28%	Maintained
98	Parnassus Investments San Francisco, California	$522M	+$1.19M	2	1.42%	Increased
99	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$521M	-$127M	5	11.62%	Reduced
100	CIBC World Market Toronto, Ontario, Canada	$514M	+$5.4M	9	1.63%	Increased