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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	First Manhattan New York	$605M	-$1.72M	11	2.21%	Reduced
102	Bahl & Gaynor Cincinnati, Ohio	$601M	-$131M	5	3.66%	Reduced
103	EdgePoint Investment Group Toronto, Ontario, Canada	$595M	+$258M	1	5.35%	Increased
104	Asset Management One Tokyo, Japan	$583M	+$11.2M	9	2.47%	Increased
105	Citigroup New York	$561M	-$28.5M	34	0.37%	Reduced
106	Allspring Global Investments Charlotte, North Carolina	$551M	-$18.9M	24	0.88%	Reduced
107	Canada Life Winnipeg, Manitoba, Canada	$540M	-$21.2M	20	1.28%	Reduced
108	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$533M	-$10.3M	17	2.15%	Reduced
109	Natixis Advisors Boston, Massachusetts	$500M	-$27.8M	16	1.55%	Reduced
110	APG Asset Management Amsterdam, Netherlands	$497M	-$25.1M	8	1%	Reduced
111	STRS Ohio Columbus, Ohio	$494M	-$6.61M	21	2.08%	Reduced
112	Adage Capital Partners Boston, Massachusetts	$493M	-$112M	9	1.07%	Reduced
113	Renaissance Technologies New York	$491M	-$106M	26	0.71%	Reduced
114	CI Investments Inc Toronto, Ontario, Canada	$490M	-$13.5M	18	2.47%	Reduced
115	Allianz Asset Management Munich, Germany	$489M	-$48.6M	17	0.88%	Reduced
116	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$488M	+$3.25M	12	0.72%	Increased
117	First Trust Advisors Wheaton, Illinois	$475M	+$70.7M	21	0.54%	Increased
118	Mirae Asset Global Investments Seoul, South Korea	$474M	+$10.2M	30	1.01%	Increased
119	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$472M	+$42.7M	6	0.76%	Increased
120	Lasalle Investment Management Securities Baltimore, Maryland	$465M	-$12.4M	3	18.39%	Reduced
121	Eagle Asset Management St Petersburg, Florida	$465M	-$33.5M	6	2.59%	Reduced
122	Mitsubishi UFJ Asset Management Tokyo, Japan	$462M	+$25.2M	17	0.97%	Increased
123	Congress Asset Management Boston, Massachusetts	$462M	-$63.8M	9	4.01%	Reduced
124	HRES Heitman Real Estate Securities Chicago, Illinois	$460M	-$29.9M	3	25.34%	Reduced
125	Raymond James Financial Services Advisors St. Petersburg, Florida	$448M	+$2.65M	18	0.79%	Increased