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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
251	Marshall Wace London, United Kingdom	$148M	+$1.03M	16	0.3%	Increased
252	Locust Wood Capital Advisers New York	$148M	-$16.3M	1	6.3%	Reduced
253	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$148M	-$2.83M	9	1.58%	Reduced
254	CC Cannell & Co New York	$147M	-$7.11M	4	5.05%	Reduced
255	Menora Mivtachim Holdings Ramat Gan, Israel	$145M	+$8.42M	1	1.31%	Increased
256	Wealth Enhancement Advisory Services Plymouth, Minnesota	$144M	+$146M	18	0.47%	Increased
257	Robeco Institutional Asset Management Rotterdam, Netherlands	$143M	-$24.2M	14	0.38%	Reduced
258	AIG American International Group New York	$141M	-$1.91M	24	0.92%	Reduced
259	Homestead Advisers Arlington, Virginia	$141M	+$10.5M	4	3.92%	Increased
260	Polar Capital Holdings London, United Kingdom	$139M	-$32.9M	2	1.03%	Reduced
261	Royce & Associates New York	$139M	-$40.8M	12	1.41%	Reduced
262	Confluence Investment Management St. Louis, Missouri	$135M	-$1.16M	3	2.09%	Reduced
263	Rathbones Group Liverpool, United Kingdom	$135M	+$14.7M	6	0.98%	Increased
264	Voloridge Investment Management Jupiter, Florida	$134M	-$4.14M	8	0.66%	Reduced
265	Panagora Asset Management Boston, Massachusetts	$134M	-$12.7M	13	0.83%	Reduced
266	Alyeska Investment Group Chicago, Illinois	$133M	-$45.6M	5	0.91%	Reduced
267	Great Lakes Advisors Chicago, Illinois	$133M	+$27.6M	7	1.21%	Increased
268	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$130M	+$41.5M	1	0.36%	Increased
269	KBC Group Brussels, Belgium	$129M	-$14.5M	20	0.53%	Reduced
270	PWAM Park West Asset Management San Francisco, California	$127M	+$17.1M	1	11.65%	Increased
271	GAMCO Investors Greenwich, Connecticut	$126M	-$9.61M	5	1.47%	Reduced
272	ExodusPoint Capital Management New York	$123M	-$80.2M	14	1.18%	Reduced
273	NHAS Novo Holdings A/S Hellerup, Denmark	$121M	+$110M	1	8.97%	Increased
274	Virginia Retirement Systems Richmond, Virginia	$119M	-$5.78M	10	1.18%	Reduced
275	Arizona State Retirement System Phoenix, Arizona	$118M	-$447K	23	1%	Reduced