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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$242M +$3.14M 13 1.96% Increased
302
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$242M +$50.6M 19 0.76% Increased
303
SEB Asset Management
SEB Asset Management
$241M +$229M 12 1.03% New
304
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$240M +$7.07M 20 2.6% Increased
305
BGM
Burkehill Global Management
New York
$239M +$185M 4 11.85% Increased
306
Nomura Holdings
Nomura Holdings
Japan
$237M +$19.6M 22 0.63% Increased
307
Blackstone Inc
Blackstone Inc
New York
$236M +$40.6M 9 0.75% Increased
308
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$235M +$73.2M 12 1.28% Increased
309
Mercer Global Advisors
Mercer Global Advisors
Colorado
$234M +$11.6M 32 0.35% Increased
310
Rathbones Group
Rathbones Group
United Kingdom
$234M -$7.32M 9 0.93% Reduced
311
NewEdge Advisors
NewEdge Advisors
Louisiana
$233M -$13.1M 33 0.84% Reduced
312
Frontier Capital Management
Frontier Capital Management
Massachusetts
$231M +$49.5M 7 2.37% Increased
313
Arizona State Retirement System
Arizona State Retirement System
Arizona
$230M -$80.7K 28 1.35% Reduced
314
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$229M +$11.8M 6 3.8% Increased
315
Eventide Asset Management
Eventide Asset Management
Massachusetts
$228M -$15.6M 10 3.77% Reduced
316
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$226M +$1.99M 5 3.09% Increased
317
Vident Advisory
Vident Advisory
Georgia
$225M -$43.4M 35 1.92% Reduced
318
OP Asset Management
OP Asset Management
$224M +$12.4M 14 1.94% Increased
319
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$222M -$63.7M 12 3.19% Reduced
320
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$222M +$98.3M 8 1.75% Increased
321
M&T Bank
M&T Bank
New York
$222M -$227K 24 0.73% Reduced
322
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$222M -$26.1M 35 0.82% Reduced
323
Railway Pension Investments
Railway Pension Investments
United Kingdom
$221M -$14.5M 2 3.15% Reduced
324
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$220M +$36.6M 8 0.85% Increased
325
UniSuper Management
UniSuper Management
Australia
$217M +$10.5M 10 1.42% Increased
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