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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.18B	-$57.8M	26	1.03%	Reduced
77	Stifel Financial St. Louis, Missouri	$1.18B	+$23.1M	29	1.23%	Increased
78	Lazard Asset Management New York	$1.13B	-$46.8M	28	1.66%	Reduced
79	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.11B	-$747M	14	2.56%	Reduced
80	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.11B	+$10.5M	22	1.52%	Increased
81	AKRE Capital Management Middleburg, Virginia	$1.1B	-$5.66M	2	9.5%	Reduced
82	Aberdeen Group Edinburgh, United Kingdom	$1.08B	+$117M	11	2.04%	Increased
83	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.08B	+$37.7M	9	1.03%	Increased
84	Schroder Investment Management Group London, United Kingdom	$1.08B	+$183M	16	1.04%	Increased
85	Duff & Phelps Investment Management Chicago, Illinois	$1.07B	+$4.67M	5	12.83%	Increased
86	Federated Hermes Pittsburgh, Pennsylvania	$1.06B	+$142M	21	2.33%	Increased
87	BAMCO Inc New York	$1.06B	-$103M	9	2.74%	Reduced
88	BNP Paribas Financial Markets Paris, France	$1.06B	+$205M	34	0.59%	Increased
89	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.05B	-$48.8M	1	6.15%	Reduced
90	First Manhattan New York	$1.03B	+$7.05M	6	3.03%	Increased
91	Fuller & Thaler Asset Management San Mateo, California	$1.01B	-$117M	7	3.84%	Reduced
92	Mitsubishi UFJ Asset Management Tokyo, Japan	$998M	+$80.4M	26	0.97%	Increased
93	Artisan Partners Milwaukee, Wisconsin	$995M	+$153M	7	1.5%	Increased
94	Westfield Capital Management Boston, Massachusetts	$953M	+$134M	4	4.15%	Increased
95	Select Equity Group New York	$949M	-$83.8M	3	3.77%	Reduced
96	Bank of Nova Scotia Toronto, Ontario, Canada	$942M	+$100M	9	1.65%	Increased
97	Adage Capital Partners Boston, Massachusetts	$939M	+$130M	8	1.64%	Increased
98	Brown Advisory Baltimore, Maryland	$930M	+$47.3M	15	1.18%	Increased
99	CIBC Private Wealth Group Atlanta, Georgia	$899M	+$116M	25	1.63%	Increased
100	CIBC Asset Management Toronto, Ontario, Canada	$897M	+$52.6M	16	2.94%	Increased