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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
276	Arizona State Retirement System Phoenix, Arizona	$96.6M	+$5.61M	21	0.93%	Increased
277	CC Cannell & Co New York	$96.1M	+$28.6M	3	3.45%	Increased
278	Cubist Systematic Strategies Stamford, Connecticut	$94.8M	-$24.9M	27	0.55%	Reduced
279	Nordea Investment Management Stockholm, Sweden	$93.3M	+$21.3M	9	0.15%	Increased
280	CET Clean Energy Transition London, United Kingdom	$92.1M	-$2.22M	1	14.7%	Reduced
281	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$91.8M	$0	1	0.3%	Maintained
282	BC Partners Advisors New York	$91.5M	$0	1	0.71%	Maintained
283	Fenimore Asset Management Cobleskill, New York	$90.3M	-$22.9M	2	2.43%	Reduced
284	Arrowstreet Capital Boston, Massachusetts	$90.2M	+$19.5M	12	0.13%	Increased
285	Capital Group Private Client Services Los Angeles, California	$90.1M	-$3.03M	1	1.14%	Reduced
286	Squarepoint New York	$89.7M	-$2.19M	22	0.35%	Reduced
287	Geneva Capital Management Milwaukee, Wisconsin	$89.6M	-$1.19M	2	2.01%	Reduced
288	Abeille Asset Management France	$89.3M	+$527K	3	3.16%	Increased
289	Glenmede Trust Philadelphia, Pennsylvania	$89.2M	+$9.15M	13	0.52%	Increased
290	Rafferty Asset Management New York	$89.2M	+$17.5M	8	0.75%	Increased
291	State of Michigan Retirement System Lansing, Michigan	$88M	+$6.07M	9	0.61%	Increased
292	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$87.9M	-$3.52M	3	6.25%	Reduced
293	Rothschild & Co Asset Management US Stamford, Connecticut	$87.5M	+$1.99M	1	1.33%	Increased
294	Loomis, Sayles & Company Boston, Massachusetts	$87.2M	+$6.2M	8	0.17%	Increased
295	Homestead Advisers Arlington, Virginia	$87M	-$725K	4	2.32%	Reduced
296	Glenview Capital Management New York	$86.9M	+$15M	1	1.93%	Increased
297	SFM Systematic Financial Management Teaneck, New Jersey	$86.8M	-$3.29M	4	2.84%	Reduced
298	Davis Selected Advisers Tucson, Arizona	$86M	+$2.46M	4	0.58%	Increased
299	Wedge Capital Management Charlotte, North Carolina	$85.9M	-$12.4M	4	1.38%	Reduced
300	River Road Asset Management Louisville, Kentucky	$85.7M	-$65.6M	2	1.17%	Reduced