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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	STT Singapore Technologies Telemedia Singapore	$173M	$0	1	100%	Maintained
227	Treasurer of the State of North Carolina Raleigh, North Carolina	$172M	+$1.29M	10	0.93%	Increased
228	Mairs & Power Inc St Paul, Minnesota	$172M	-$9.05M	1	2.02%	Reduced
229	Driehaus Capital Management Chicago, Illinois	$169M	+$7M	11	2.2%	Increased
230	OMERS Administration Corp Toronto, Ontario, Canada	$169M	+$38.9M	4	2.55%	Increased
231	Los Angeles Capital Management Los Angeles, California	$168M	-$5.53M	17	0.71%	Reduced
232	Sarasin & Partners London, United Kingdom	$168M	-$18.7M	2	2.1%	Reduced
233	Point72 Asset Management Stamford, Connecticut	$167M	-$91.3M	17	0.49%	Reduced
234	Jennison Associates New York	$165M	+$71.6M	8	0.14%	Increased
235	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$165M	-$6.09M	23	1.7%	Reduced
236	Teacher Retirement System of Texas Austin, Texas	$165M	-$11M	21	1.09%	Reduced
237	ABN AMRO Bank Amsterdam, Netherlands	$162M	+$5.2M	2	2.91%	Increased
238	Liontrust Investment Partners London, United Kingdom	$161M	+$2.59M	4	2.58%	Increased
239	Williams Jones Wealth Management New York	$161M	+$6.89M	5	2.47%	Increased
240	OMC Oasis Management Company Grand Cayman, Cayman Islands	$160M	+$91M	3	7.02%	Increased
241	Scharf Investments Los Gatos, California	$159M	-$2.1M	1	4.76%	Reduced
242	Silvercrest Asset Management New York	$158M	-$23.3M	8	1.2%	Reduced
243	Railway Pension Investments London, United Kingdom	$158M	-$2.28M	3	1.7%	Reduced
244	Creative Planning Overland Park, Kansas	$157M	+$39.3M	26	0.21%	Increased
245	Thrivent Financial for Lutherans Minneapolis, Minnesota	$157M	-$100M	18	0.37%	Reduced
246	Putnam Investments Boston, Massachusetts	$157M	-$3.61M	9	0.24%	Reduced
247	Rafferty Asset Management New York	$156M	-$5.07M	8	0.92%	Reduced
248	Starboard Value New York	$153M	-$390M	1	3.93%	Reduced
249	M&T Bank Buffalo, New York	$150M	-$5.68M	15	0.6%	Reduced
250	HS Hazelview Securities Toronto, Ontario, Canada	$149M	-$16.8M	4	27.17%	Reduced