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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
1	Vanguard Group Malvern, Pennsylvania	$6.68B	+$6.95B	19	0.7%	New
2	State Street Boston, Massachusetts	$3.58B	+$3.66B	19	0.47%	New
3	Fidelity Investments Boston, Massachusetts	$3.27B	+$3.33B	16	0.54%	New
4	BlackRock Institutional Trust San Francisco, California	$2.77B	+$2.86B	19	0.56%	New
5	Capital World Investors Los Angeles, California	$2.41B	+$2.63B	6	0.78%	New
6	Wellington Management Group Boston, Massachusetts	$2.4B	+$2.3B	12	0.78%	New
7	BNP Paribas Financial Markets Paris, France	$2.38B	+$2.94B	13	1.69%	New
8	Bank of New York Mellon New York	$2.15B	+$2.2B	20	0.68%	New
9	Invesco Atlanta, Georgia	$1.92B	+$2.03B	21	0.9%	New
10	BlackRock Fund Advisors San Francisco, California	$1.91B	+$1.98B	20	0.7%	New
11	Franklin Resources San Mateo, California	$1.81B	+$1.8B	11	1.03%	New
12	Royal Bank of Canada Toronto, Ontario, Canada	$1.8B	+$1.83B	19	1.52%	New
13	Cohen & Steers New York	$1.76B	+$1.89B	3	5.47%	New
14	Norges Bank Oslo, Norway	$1.71B	+$1.74B	15	1.06%	New
15	Northern Trust Chicago, Illinois	$1.52B	+$1.54B	22	0.55%	New
16	Goldman Sachs New York	$1.26B	+$1.36B	20	0.49%	New
17	Bank of America Charlotte, North Carolina	$1.23B	+$1.24B	25	0.52%	New
18	Ameriprise Minneapolis, Minnesota	$1.19B	+$1.16B	23	0.82%	New
19	Lazard Asset Management New York	$1.02B	+$1.09B	8	2.43%	New
20	JP Morgan Chase New York	$953M	+$977M	18	0.3%	New
21	Wells Fargo San Francisco, California	$919M	+$916M	25	0.48%	New
22	APG Asset Management US New York	$912M	+$980M	2	9.51%	New
23	T. Rowe Price Associates Baltimore, Maryland	$907M	+$928M	15	0.24%	New
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$873M	+$915M	22	0.72%	New
25	Coatue Management New York	$849M	+$955M	1	9.41%	New