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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	$396M	$0	1	100%	Maintained
227	Cerity Partners New York	$395M	+$52.4M	32	0.56%	Increased
228	M&G plc London, United Kingdom	$393M	-$11.1M	8	2.03%	Reduced
229	Osaic Holdings Scottsdale, Arizona	$391M	-$14.3M	52	0.57%	Reduced
230	BC BIT Capital Berlin, Germany	$390M	-$13.4M	8	18.83%	Reduced
231	Jacobs Levy Equity Management Florham Park, New Jersey	$388M	-$208M	6	1.63%	Reduced
232	Macquarie Group Sydney, NSW 2000, Australia	$384M	-$44.6M	13	2.29%	Reduced
233	Panagora Asset Management Boston, Massachusetts	$383M	+$15.2M	14	1.43%	Increased
234	Public Employees Retirement Association of Colorado Denver, Colorado	$380M	+$26.7M	25	1.49%	Increased
235	KLP Kapitalforvaltning Oslo, Norway	$378M	+$16.9M	28	1.48%	Increased
236	ProShare Advisors Bethesda, Maryland	$373M	-$66.3M	24	0.55%	Reduced
237	Silvercrest Asset Management New York	$370M	-$24.7M	17	2.67%	Reduced
238	Teacher Retirement System of Texas Austin, Texas	$368M	+$56.4M	19	1.53%	Increased
239	Williams Jones Wealth Management New York	$367M	-$9.57M	8	4.51%	Reduced
240	Regents of the University of California Oakland, California	$363M	-$27.1M	1	12.09%	Reduced
241	William Blair & Company Chicago, Illinois	$362M	+$16.1M	22	1.04%	Increased
242	NSCM New South Capital Management Memphis, Tennessee	$361M	-$103M	3	17.28%	Reduced
243	Credit Agricole Montrouge Cedex, France	$357M	-$99.6M	22	0.94%	Reduced
244	Mirae Asset Global Investments Seoul, South Korea	$357M	+$29.9M	25	1.02%	Increased
245	Focus Partners Wealth Boston, Massachusetts	$356M	+$32M	21	0.4%	Increased
246	Resona Asset Management Koto-Ku,tokyo, Japan	$355M	+$3.28M	13	1.77%	Increased
247	Sachem Head Capital Management New York	$350M	-$156M	1	8.43%	Reduced
248	Chevy Chase Trust Bethesda, Maryland	$350M	+$33.7M	10	1.01%	Increased
249	Treasurer of the State of North Carolina Raleigh, North Carolina	$349M	+$8.96M	15	1.1%	Increased
250	APG Asset Management Amsterdam, Netherlands	$347M	+$1.7M	11	1.1%	Increased