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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	HSBC Holdings London, United Kingdom	$640M	+$157M	22	0.74%	Increased
77	APG Asset Management Amsterdam, Netherlands	$626M	+$24M	9	1.19%	Increased
78	CIBC Asset Management Toronto, Ontario, Canada	$625M	-$177M	9	2.62%	Reduced
79	Bank of Nova Scotia Toronto, Ontario, Canada	$619M	-$221M	11	1.6%	Reduced
80	Duff & Phelps Investment Management Chicago, Illinois	$618M	+$86.4M	3	7.51%	Increased
81	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$615M	-$183M	1	4.02%	Reduced
82	Stifel Financial St. Louis, Missouri	$615M	-$7.9M	23	0.92%	Reduced
83	Envestnet Asset Management Chicago, Illinois	$609M	+$33.6M	24	0.32%	Increased
84	ACM AEW Capital Management Boston, Massachusetts	$608M	+$25.1M	4	23.81%	Increased
85	AKRE Capital Management Middleburg, Virginia	$601M	+$32.8M	2	5.43%	Increased
86	Aberdeen Group Edinburgh, United Kingdom	$597M	+$31.7M	11	1.62%	Increased
87	Bessemer Group Woodbridge, New Jersey	$578M	-$74.2M	17	1.41%	Reduced
88	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$576M	+$34.3M	27	0.91%	Increased
89	Brown Advisory Baltimore, Maryland	$565M	-$57.2M	13	1.05%	Reduced
90	First Manhattan New York	$526M	-$117M	15	1.93%	Reduced
91	Platinum Equity Advisors Beverly Hills, California	$518M	$0	1	26.72%	Maintained
92	Asset Management One Tokyo, Japan	$513M	+$63.1M	10	2.5%	Increased
93	Lord, Abbett & Co Jersey City, New Jersey	$510M	-$585K	7	1.82%	Reduced
94	PGGM Investments Zeist, Netherlands	$503M	+$4.56M	6	8.8%	Increased
95	BAMCO Inc New York	$493M	+$12.2M	8	1.65%	Increased
96	STRS Ohio Columbus, Ohio	$489M	+$24.8M	21	2.21%	Increased
97	Renaissance Technologies New York	$479M	-$366M	28	0.66%	Reduced
98	DekaBank Deutsche Girozentrale Frankfurt, Germany	$479M	+$8.32M	13	1.27%	Increased
99	Canada Life Winnipeg, Manitoba, Canada	$470M	+$41.8M	20	1.24%	Increased
100	Axa Paris, France	$465M	+$11.2M	14	1.68%	Increased