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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
176	Sarasin & Partners London, United Kingdom	$285M	-$24.7M	2	2.87%	Reduced
177	Rockefeller Capital Management New York	$282M	+$19.5M	26	1.36%	Increased
178	BNP Paribas Asset Management Paris, France	$278M	-$8.62M	11	0.97%	Reduced
179	Epoch Investment Partners New York	$277M	-$7.82M	5	1.36%	Reduced
180	TD Waterhouse Canada Toronto, Ontario, Canada	$276M	+$3.13M	20	2.69%	Increased
181	Truist Financial Charlotte, North Carolina	$275M	+$13.5M	19	0.43%	Increased
182	AGF Investments Inc Toronto, Ontario, Canada	$275M	+$77.8M	5	2.06%	Increased
183	Ceredex Value Advisors Orlando, Florida	$274M	+$62.4M	5	3.3%	Increased
184	Baird Financial Group Milwaukee, Wisconsin	$269M	+$12.6M	13	0.67%	Increased
185	Susquehanna International Group Bala Cynwyd, Pennsylvania	$267M	+$65.9M	31	0.05%	Increased
186	Aviva London, United Kingdom	$257M	-$27.8M	13	1.29%	Reduced
187	ProShare Advisors Bethesda, Maryland	$257M	-$4.5M	16	0.55%	Reduced
188	Robeco Schweiz Zurich, Switzerland	$256M	+$52.6M	5	3.61%	Increased
189	Lyrical Asset Management New York	$255M	+$2.76M	1	3.52%	Increased
190	Starboard Value New York	$254M	+$49.8M	1	3.36%	Increased
191	Guggenheim Capital Chicago, Illinois	$252M	-$39.4M	17	1.52%	Reduced
192	Wasatch Advisors Salt Lake City, Utah	$249M	-$105M	4	1.23%	Reduced
193	LPL Financial San Diego, California	$249M	+$4.46M	24	0.21%	Increased
194	M&G Investment Management London, United Kingdom	$247M	+$31M	9	0.48%	Increased
195	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$241M	+$128M	4	17.01%	Increased
196	Storebrand Asset Management Lysaker, Norway	$240M	-$3.13M	15	1.13%	Reduced
197	Commerce Bank Kansas City, Missouri	$238M	-$14M	12	1.63%	Reduced
198	Vaughan Nelson Investment Management Houston, Texas	$235M	-$52.3M	4	2.67%	Reduced
199	Zurich Cantonal Bank Zurich, Switzerland	$235M	+$12.1M	23	1.16%	Increased
200	British Columbia Investment Management Victoria, British Columbia, Canada	$233M	-$8.62M	12	1.49%	Reduced