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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.45B	+$146M	27	0.98%	Increased
77	Prudential Financial Newark, New Jersey	$1.38B	+$134M	26	1.66%	Increased
78	Stifel Financial St. Louis, Missouri	$1.35B	-$19M	37	1.22%	Reduced
79	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.35B	+$121M	11	1%	Increased
80	California Public Employees Retirement System Sacramento, California	$1.34B	+$68.2M	17	0.77%	Increased
81	Qube Research & Technologies (QRT) London, United Kingdom	$1.34B	+$39.5M	25	1.36%	Increased
82	SG Americas Securities New York	$1.32B	+$1.3B	31	1.68%	Increased
83	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.31B	-$7.32M	26	1.55%	Reduced
84	Point72 Asset Management Stamford, Connecticut	$1.28B	+$813M	25	1.44%	Increased
85	RhumbLine Advisers Boston, Massachusetts	$1.28B	-$55.9M	38	1.03%	Reduced
86	BNP Paribas Asset Management Paris, France	$1.27B	+$994M	28	1.46%	Increased
87	VARA Value Aligned Research Advisors Princeton, New Jersey	$1.26B	+$446M	12	12.7%	Increased
88	Nomura Asset Management International Philadelphia, Pennsylvania	$1.25B	+$1.29B	19	1.89%	New
89	AKRE Capital Management Middleburg, Virginia	$1.23B	-$90.3M	1	13.51%	Reduced
90	Schroder Investment Management Group London, United Kingdom	$1.22B	+$43.1M	13	0.92%	Increased
91	First Manhattan New York	$1.22B	-$19M	9	3.2%	Reduced
92	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.21B	+$113M	34	1.81%	Increased
93	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.17B	+$361M	18	1.96%	Increased
94	Arrowstreet Capital Boston, Massachusetts	$1.14B	+$215M	15	0.67%	Increased
95	Duff & Phelps Investment Management Chicago, Illinois	$1.14B	+$75.7M	4	12.91%	Increased
96	LPL Financial San Diego, California	$1.14B	+$41.1M	46	0.31%	Increased
97	Resolution Capital Sydney, NSW, Australia	$1.13B	-$122M	3	25.08%	Reduced
98	Capital International Investors Los Angeles, California	$1.1B	-$279M	5	0.17%	Reduced
99	Fuller & Thaler Asset Management San Mateo, California	$1.09B	-$174M	6	3.68%	Reduced
100	CIBC World Market Toronto, Ontario, Canada	$1.07B	+$86.5M	21	1.73%	Increased