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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	Impax Asset Management Group London, United Kingdom	$893M	+$51.2M	7	3.67%	Increased
77	Citigroup New York	$868M	-$54.5M	35	0.51%	Reduced
78	APG Asset Management Amsterdam, Netherlands	$853M	-$19.6M	10	1.52%	Reduced
79	CI Investments Inc Toronto, Ontario, Canada	$784M	-$140M	19	2.92%	Reduced
80	New York State Common Retirement Fund Albany, New York	$776M	-$40.8M	26	0.83%	Reduced
81	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$771M	+$42.6M	12	1.21%	Increased
82	AKRE Capital Management Middleburg, Virginia	$766M	+$4.72M	2	4.71%	Increased
83	Beutel, Goodman & Co Toronto, Ontario, Canada	$757M	-$17.7M	1	4.63%	Reduced
84	Kayne Anderson Rudnick Investment Management Los Angeles, California	$724M	-$53.9M	8	1.76%	Reduced
85	VOYA Investment Management Atlanta, Georgia	$723M	+$36.4M	25	1.45%	Increased
86	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$709M	+$40.1M	4	12.52%	Increased
87	EdgePoint Investment Group Toronto, Ontario, Canada	$700M	+$24M	1	5.42%	Increased
88	Brown Advisory Baltimore, Maryland	$700M	-$41.2M	10	1.03%	Reduced
89	JP Morgan Private Wealth Advisors San Francisco, California	$692M	+$57.3M	19	1.69%	Increased
90	HSBC Holdings London, United Kingdom	$692M	+$709K	23	0.7%	Increased
91	Schroder Investment Management Group London, United Kingdom	$689M	+$92.1M	23	1.06%	Increased
92	SEI Investments Oaks, Pennsylvania	$688M	+$90.7M	27	1.44%	Increased
93	RhumbLine Advisers Boston, Massachusetts	$684M	-$12M	24	0.92%	Reduced
94	Stifel Financial St. Louis, Missouri	$683M	+$30M	21	1%	Increased
95	CIBC World Market Toronto, Ontario, Canada	$680M	+$24M	10	2.23%	Increased
96	Pacer Advisors Malvern, Pennsylvania	$675M	+$181M	17	8.53%	Increased
97	Aberdeen Group Edinburgh, United Kingdom	$664M	-$80M	15	1.5%	Reduced
98	Barclays London, United Kingdom	$662M	+$13.5M	28	0.3%	Increased
99	BAMCO Inc New York	$660M	-$150M	9	1.5%	Reduced
100	ACI AMP Capital Investors Sydney, Australia	$657M	+$144M	15	3.62%	Increased