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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
101	CIBC World Market Toronto, Ontario, Canada	$541M	-$11.9M	10	1.57%	Reduced
102	Lasalle Investment Management Securities Baltimore, Maryland	$541M	-$16.5M	3	17.09%	Reduced
103	Schroder Investment Management Group London, United Kingdom	$535M	+$44.3M	20	0.69%	Increased
104	Blackstone Inc New York	$529M	+$513M	3	1.06%	Increased
105	Parnassus Investments San Francisco, California	$527M	+$1.2M	2	1.28%	Increased
106	SEI Investments Oaks, Pennsylvania	$521M	+$16.4M	25	1.31%	Increased
107	Brown Advisory Baltimore, Maryland	$517M	+$24.2M	12	0.88%	Increased
108	Allianz Asset Management Munich, Germany	$515M	-$210M	16	0.5%	Reduced
109	AQR Capital Management Greenwich, Connecticut	$513M	+$34.4M	24	0.84%	Increased
110	Wasatch Advisors Salt Lake City, Utah	$509M	+$75.3M	6	2.29%	Increased
111	Macquarie Group Sydney, NSW 2000, Australia	$505M	-$9.81M	25	0.71%	Reduced
112	STRS Ohio Columbus, Ohio	$482M	-$319K	19	1.82%	Reduced
113	State of Wisconsin Investment Board Madison, Wisconsin	$463M	-$5.75M	19	0.99%	Reduced
114	JP Morgan Private Wealth Advisors San Francisco, California	$461M	+$23.5M	17	1.49%	Increased
115	Barclays London, United Kingdom	$460M	+$6.7M	28	0.25%	Increased
116	Duff & Phelps Investment Management Chicago, Illinois	$453M	+$17.4M	4	6.18%	Increased
117	ACI AMP Capital Investors Sydney, Australia	$447M	+$10.2M	15	2.23%	Increased
118	Pacer Advisors Malvern, Pennsylvania	$446M	-$30M	17	7.76%	Reduced
119	Axa Paris, France	$446M	+$60.1M	14	1.36%	Increased
120	Envestnet Asset Management Chicago, Illinois	$445M	+$48.6M	26	0.29%	Increased
121	First Trust Advisors Wheaton, Illinois	$445M	+$54.5M	23	0.54%	Increased
122	Adage Capital Partners Boston, Massachusetts	$443M	-$218M	10	0.9%	Reduced
123	Federated Hermes Pittsburgh, Pennsylvania	$434M	+$92.7M	19	0.84%	Increased
124	Lord, Abbett & Co Jersey City, New Jersey	$428M	-$57.5M	7	1.09%	Reduced
125	Davenport & Co Richmond, Virginia	$427M	+$45.7M	5	4.01%	Increased