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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
301	Bridgewater Associates Westport, Connecticut	$160M	+$90.7M	12	0.73%	Increased
302	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$159M	+$25.6M	12	0.72%	Increased
303	INTECH Investment Management West Palm Beach, Florida	$159M	+$65.1M	24	1.55%	Increased
304	Kodai Capital Management Chicago, Illinois	$159M	+$20.7M	2	6.53%	Increased
305	DnB Asset Management Oslo, Norway	$158M	+$32.1M	10	0.68%	Increased
306	Verition Fund Management Greenwich, Connecticut	$158M	+$48M	28	0.62%	Increased
307	Cerity Partners New York	$156M	+$1.22M	25	0.34%	Increased
308	GAMCO Investors Greenwich, Connecticut	$154M	-$9.74M	7	1.62%	Reduced
309	Regents of the University of California Oakland, California	$154M	+$152M	1	47.75%	New
310	Segall Bryant & Hamill Chicago, Illinois	$152M	+$5.34M	13	2.1%	Increased
311	Addenda Capital Montreal, Quebec, Canada	$151M	-$3.38M	1	5.31%	Reduced
312	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$150M	+$157M	13	2.15%	New
313	Vident Advisory Alpharetta, Georgia	$150M	+$25.2M	25	2.64%	Increased
314	State of Michigan Retirement System Lansing, Michigan	$150M	+$9.53M	13	0.78%	Increased
315	Första AP-fonden Stockholm, Sweden	$150M	+$145K	10	1.07%	Increased
316	Schonfeld Strategic Advisors New York	$150M	-$72.2M	21	0.87%	Reduced
317	Fenimore Asset Management Cobleskill, New York	$150M	-$462K	1	3.14%	Reduced
318	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$147M	+$12.9M	10	1.5%	Increased
319	TCM Tekne Capital Management New York	$147M	$0	1	52.08%	Maintained
320	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$146M	-$3.09M	2	4.96%	Reduced
321	Focus Partners Wealth Boston, Massachusetts	$146M	+$34.5M	15	0.38%	Increased
322	Jericho Capital Asset Management New York	$144M	+$151M	2	2.05%	New
323	Zacks Investment Management Chicago, Illinois	$143M	-$19.4M	10	1.33%	Reduced
324	IFM Investors Melbourne, Australia	$139M	-$6.25M	9	1.41%	Reduced
325	HS Hazelview Securities Toronto, Ontario, Canada	$139M	+$140M	3	25.28%	New