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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	Primecap Management Pasadena, California	$1.73B	-$84.3M	3	1.37%	Reduced
77	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.71B	+$315M	36	2.32%	Increased
78	Prudential Financial Newark, New Jersey	$1.7B	+$103M	26	2.1%	Increased
79	Fidelity International Hamilton, Bermuda	$1.69B	-$237M	15	1.32%	Reduced
80	California Public Employees Retirement System Sacramento, California	$1.69B	+$87.2M	19	1.04%	Increased
81	DZ Bank Frankfurt Am Main, Germany	$1.68B	+$74.9M	24	1.49%	Increased
82	BNP Paribas Financial Markets Paris, France	$1.65B	-$92.7M	42	0.8%	Reduced
83	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.62B	+$25.8M	11	1.23%	Increased
84	Citadel Advisors Miami, Florida	$1.61B	-$510M	47	0.26%	Reduced
85	Arrowstreet Capital Boston, Massachusetts	$1.59B	-$7.07M	12	0.86%	Reduced
86	RhumbLine Advisers Boston, Massachusetts	$1.58B	+$48M	39	1.36%	Increased
87	BNP Paribas Asset Management Paris, France	$1.58B	+$59.8M	30	1.83%	Increased
88	National Bank of Canada Montreal, Quebec, Canada	$1.54B	-$289M	27	1.38%	Reduced
89	Stifel Financial St. Louis, Missouri	$1.53B	-$20.8M	37	1.41%	Reduced
90	Fuller & Thaler Asset Management San Mateo, California	$1.49B	-$77.2M	7	5.01%	Reduced
91	BAMCO Inc New York	$1.48B	+$271M	12	4.48%	Increased
92	Point72 Asset Management Stamford, Connecticut	$1.48B	-$75M	25	1.9%	Reduced
93	Jane Street New York	$1.48B	-$550M	44	0.19%	Reduced
94	Vanguard Asset Management London, Ec4n 8af,	$1.48B	+$1.44B	32	1.26%	New
95	LPL Financial San Diego, California	$1.43B	+$74.9M	46	0.38%	Increased
96	Westfield Capital Management Boston, Massachusetts	$1.39B	-$102M	4	5.85%	Reduced
97	CIBC Bancorp USA Chicago, Illinois	$1.39B	+$1.39B	25	1.87%	New
98	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.3B	+$82.7M	21	1.56%	Increased
99	Resolution Capital Sydney, NSW, Australia	$1.3B	-$27M	3	27.37%	Reduced
100	Duff & Phelps Investment Management Chicago, Illinois	$1.3B	-$27.2M	4	13.48%	Reduced