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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	Vaughan Nelson Investment Management Houston, Texas	$880M	+$250M	6	7.84%	Increased
102	Bessemer Group Woodbridge, New Jersey	$859M	+$12.2M	22	1.42%	Increased
103	Baillie Gifford & Co Edinburgh, United Kingdom	$858M	-$31.5M	5	0.64%	Reduced
104	Citigroup New York	$849M	-$100M	36	0.49%	Reduced
105	Adage Capital Partners Boston, Massachusetts	$849M	+$218M	8	1.5%	Increased
106	PGGM Investments Zeist, Netherlands	$847M	+$104M	7	10.84%	Increased
107	AQR Capital Management Greenwich, Connecticut	$833M	+$46.3M	22	1.15%	Increased
108	Victory Capital Management San Antonio, Texas	$830M	-$90.9M	26	0.8%	Reduced
109	New York State Common Retirement Fund Albany, New York	$825M	-$65.6M	26	1.12%	Reduced
110	Bank of Nova Scotia Toronto, Ontario, Canada	$811M	-$138M	9	1.63%	Reduced
111	Natixis Advisors Boston, Massachusetts	$810M	+$105M	17	1.58%	Increased
112	Canada Life Winnipeg, Manitoba, Canada	$804M	-$8.8M	19	1.4%	Reduced
113	Congress Asset Management Boston, Massachusetts	$796M	-$116M	11	5.43%	Reduced
114	CIBC Asset Management Toronto, Ontario, Canada	$793M	-$31.1M	16	2.57%	Reduced
115	Renaissance Technologies New York	$775M	+$27.2M	21	1.16%	Increased
116	Eagle Asset Management St Petersburg, Florida	$773M	-$69.6M	9	3.95%	Reduced
117	CIBC World Market Toronto, Ontario, Canada	$761M	+$117M	13	1.59%	Increased
118	Westfield Capital Management Boston, Massachusetts	$734M	-$48.7M	4	3.32%	Reduced
119	EdgePoint Investment Group Toronto, Ontario, Canada	$728M	+$9.68M	2	5.74%	Increased
120	Axa Paris, France	$728M	-$10.9M	14	2.15%	Reduced
121	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$715M	-$3.9M	29	1.61%	Reduced
122	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$711M	+$35.9M	4	11.3%	Increased
123	LPL Financial San Diego, California	$693M	+$61.8M	31	0.31%	Increased
124	Asset Management One Tokyo, Japan	$680M	-$3.71M	12	2.42%	Reduced
125	Raymond James Financial Services Advisors St. Petersburg, Florida	$672M	-$46M	20	0.9%	Reduced