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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
226	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$75.6M	+$77.1M	5	0.56%	New
227	Amundi Asset Management US Boston, Massachusetts	$75.5M	+$74.3M	4	0.31%	New
228	JP Jana Partners New York	$74.6M	+$84M	1	1.05%	New
229	Pictet Asset Management (UK) London, United Kingdom	$73.5M	+$80.2M	6	0.42%	New
230	River Road Asset Management Louisville, Kentucky	$73.4M	+$96.3M	1	0.91%	New
231	USSCPF United States Steel & Carnegie Pension Fund New York	$73.1M	+$70.3M	1	1.64%	New
232	US Bancorp Minneapolis, Minnesota	$72.3M	+$70.3M	17	0.33%	New
233	Gabelli Funds Rye, New York	$71.4M	+$68.7M	6	0.43%	New
234	Resolution Capital Sydney, NSW, Australia	$71.4M	+$72M	1	9.78%	New
235	Teacher Retirement System of Texas Austin, Texas	$71.2M	+$74.4M	15	0.65%	New
236	CI Investments Inc Toronto, Ontario, Canada	$70.3M	+$69.4M	2	0.77%	New
237	Ruane, Cunniff & Goldfarb New York	$69.4M	+$66.9M	1	0.45%	New
238	TIAAOA Teachers Insurance & Annuity Association of America New York	$68.9M	+$74M	3	3.94%	New
239	SEI Trust Company Oaks, Pennsylvania	$68.8M	+$73M	10	0.84%	New
240	Federated Hermes Pittsburgh, Pennsylvania	$66.3M	+$65.7M	9	0.26%	New
241	SCCM Schafer Cullen Capital Management New York	$66M	+$70.6M	2	0.79%	New
242	Jericho Capital Asset Management New York	$65.2M	+$68M	2	4.59%	New
243	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$64.6M	+$69M	4	0.17%	New
244	Manning & Napier Advisors Fairport, New York	$63.2M	+$67.6M	2	0.34%	New
245	RS Investment Management San Francisco, California	$63M	+$82.7M	1	0.46%	New
246	Waddell & Reed Financial Overland Park, Kansas	$63M	+$59.4M	3	0.13%	New
247	MLICM Metropolitan Life Insurance Company (MetLife) New York	$62.8M	+$64.6M	15	0.5%	New
248	OP Oldfield Partners London, United Kingdom	$62.5M	+$67M	2	4.04%	New
249	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$62.5M	+$60.7M	2	2.47%	New
250	CC Cannell & Co New York	$62.2M	+$63M	2	3.63%	New