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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	$580M	+$18M	11	2.14%	Increased
102	Congress Asset Management Boston, Massachusetts	$575M	+$99.6M	11	5.08%	Increased
103	CIBC Asset Management Toronto, Ontario, Canada	$549M	-$22.8M	13	2.28%	Reduced
104	Asset Management One Tokyo, Japan	$536M	-$24.1M	9	2.38%	Reduced
105	Renaissance Technologies New York	$535M	+$44.6M	24	0.91%	Increased
106	Eagle Asset Management St Petersburg, Florida	$532M	+$87.4M	8	3.15%	Increased
107	Canada Life Winnipeg, Manitoba, Canada	$526M	+$18.9M	20	1.26%	Increased
108	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$523M	+$3.76M	17	2.34%	Increased
109	EdgePoint Investment Group Toronto, Ontario, Canada	$520M	-$34.9M	1	4.97%	Reduced
110	Schroder Investment Management Group London, United Kingdom	$516M	+$87.9M	11	0.77%	Increased
111	Mirae Asset Global Investments Seoul, South Korea	$502M	+$24.1M	30	1.11%	Increased
112	Natixis Advisors Boston, Massachusetts	$502M	+$12M	17	1.54%	Increased
113	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$502M	+$48.2M	14	0.83%	Increased
114	Artisan Partners Milwaukee, Wisconsin	$500M	-$65.5M	4	0.85%	Reduced
115	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$498M	-$158M	3	10.01%	Reduced
116	First Trust Advisors Wheaton, Illinois	$495M	+$3.68M	25	0.59%	Increased
117	Citigroup New York	$488M	-$55.8M	35	0.36%	Reduced
118	Allianz Asset Management Munich, Germany	$486M	+$382K	15	0.82%	Increased
119	Mitsubishi UFJ Asset Management Tokyo, Japan	$473M	+$27.7M	22	0.96%	Increased
120	Raymond James Financial Services Advisors St. Petersburg, Florida	$456M	-$6.76M	21	0.83%	Reduced
121	STRS Ohio Columbus, Ohio	$455M	-$16.9M	21	2.03%	Reduced
122	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$451M	+$11.6M	6	0.72%	Increased
123	CI Investments Inc Toronto, Ontario, Canada	$445M	-$6.97M	20	2.48%	Reduced
124	EARNEST Partners Atlanta, Georgia	$437M	+$28.4M	12	2.52%	Increased
125	APG Asset Management Amsterdam, Netherlands	$431M	-$79.2M	8	0.88%	Reduced