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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	Citigroup New York	$789M	+$143M	34	0.52%	Increased
102	Axa Paris, France	$765M	+$19M	17	2.29%	Increased
103	First Manhattan New York	$758M	-$4.95M	10	2.46%	Reduced
104	Canada Life Winnipeg, Manitoba, Canada	$748M	+$47.7M	20	1.51%	Increased
105	Aberdeen Group Edinburgh, United Kingdom	$746M	+$24.4M	12	1.46%	Increased
106	Mitsubishi UFJ Asset Management Tokyo, Japan	$726M	+$86.7M	24	1%	Increased
107	CIBC Asset Management Toronto, Ontario, Canada	$726M	-$20.7M	15	2.52%	Reduced
108	AMF Tjänstepension Stockholm, Sweden	$702M	+$159M	5	5.32%	Increased
109	Natixis Advisors Boston, Massachusetts	$698M	+$18M	16	1.61%	Increased
110	Eagle Asset Management St Petersburg, Florida	$695M	-$53M	9	3.52%	Reduced
111	Bahl & Gaynor Cincinnati, Ohio	$680M	-$31.6M	5	3.78%	Reduced
112	Raymond James Financial Services Advisors St. Petersburg, Florida	$659M	+$1.75M	22	0.98%	Increased
113	CIBC Private Wealth Group Atlanta, Georgia	$657M	-$43.3M	22	1.29%	Reduced
114	Asset Management One Tokyo, Japan	$629M	-$18.4M	11	2.43%	Reduced
115	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$609M	-$37M	17	2.38%	Reduced
116	Westfield Capital Management Boston, Massachusetts	$607M	+$164M	7	3.18%	Increased
117	Renaissance Technologies New York	$606M	-$16.5M	18	0.95%	Reduced
118	Qube Research & Technologies (QRT) London, United Kingdom	$602M	-$7.34M	31	0.96%	Reduced
119	Adage Capital Partners Boston, Massachusetts	$602M	-$199M	8	1.14%	Reduced
120	Jennison Associates New York	$595M	+$392M	11	0.4%	Increased
121	Vaughan Nelson Investment Management Houston, Texas	$573M	-$7.84M	5	5.03%	Reduced
122	Balyasny Asset Management Chicago, Illinois	$566M	-$105M	17	0.99%	Reduced
123	CIBC World Market Toronto, Ontario, Canada	$554M	+$61.4M	12	1.32%	Increased
124	Allianz Asset Management Munich, Germany	$550M	-$51.9M	16	0.85%	Reduced
125	Corient Private Wealth Miami, Florida	$548M	-$8.33M	20	0.98%	Reduced