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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	Qube Research & Technologies (QRT) London, United Kingdom	$1.33B	+$409M	22	1.38%	Increased
77	Boston Partners Boston, Massachusetts	$1.33B	-$127M	8	1.37%	Reduced
78	AKRE Capital Management Middleburg, Virginia	$1.32B	-$223K	1	13.14%	Reduced
79	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.31B	-$252M	4	4.18%	Reduced
80	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.31B	+$20.8M	24	1.59%	Increased
81	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.31B	+$80.4M	26	0.94%	Increased
82	Capital International Investors Los Angeles, California	$1.3B	-$444M	5	0.21%	Reduced
83	California Public Employees Retirement System Sacramento, California	$1.3B	-$29.6M	17	0.78%	Reduced
84	Resolution Capital Sydney, NSW, Australia	$1.28B	+$20.9M	3	24.82%	Increased
85	Prudential Financial Newark, New Jersey	$1.27B	-$91.6M	25	1.51%	Reduced
86	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.26B	+$32.4M	9	0.98%	Increased
87	Fuller & Thaler Asset Management San Mateo, California	$1.25B	-$359M	6	4.25%	Reduced
88	First Manhattan New York	$1.22B	-$23M	8	3.23%	Reduced
89	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.2B	+$96.1M	31	1.92%	Increased
90	VanEck Associates New York	$1.18B	-$359M	28	1.1%	Reduced
91	Schroder Investment Management Group London, United Kingdom	$1.17B	+$226M	14	0.92%	Increased
92	Nordea Investment Management Stockholm, Sweden	$1.17B	-$32.3M	12	1.02%	Reduced
93	BAMCO Inc New York	$1.16B	+$50.8M	10	3.07%	Increased
94	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.13B	+$292M	29	0.93%	Increased
95	LPL Financial San Diego, California	$1.13B	+$141M	43	0.33%	Increased
96	Artisan Partners Milwaukee, Wisconsin	$1.12B	-$37.3M	6	1.59%	Reduced
97	Duff & Phelps Investment Management Chicago, Illinois	$1.09B	+$41.6M	4	12.35%	Increased
98	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.05B	-$297M	15	2.57%	Reduced
99	Westfield Capital Management Boston, Massachusetts	$1.05B	-$133M	3	4.42%	Reduced
100	CIBC Private Wealth Group Atlanta, Georgia	$1.03B	+$17.2M	33	1.76%	Increased