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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
376	Carmignac Gestion Paris, France	$60.4M	+$48.2M	2	1.09%	Increased
377	Whittier Trust South Pasadena, California	$59.9M	-$3.44M	14	1.17%	Reduced
378	Pinnacle Associates New York	$59.9M	-$676K	8	1.31%	Reduced
379	SW SVB Wealth Boston, Massachusetts	$59.2M	+$3.8M	9	0.8%	Increased
380	Blackstone Inc New York	$59M	$0	1	0.22%	Maintained
381	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$58.8M	$0	3	1.61%	Maintained
382	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$58.6M	+$8.88M	14	0.29%	Increased
383	GW&K Investment Management Boston, Massachusetts	$58.6M	-$12.7M	3	0.59%	Reduced
384	New York Life Investment Management New York	$58.5M	-$7.65M	12	0.67%	Reduced
385	Hood River Capital Management Palm Beach Gardens, Florida	$58.1M	+$22.4M	2	2.11%	Increased
386	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$58.1M	-$9.86M	1	2.72%	Reduced
387	Regions Financial Corp Birmingham, Alabama	$56.6M	-$2.24M	8	0.52%	Reduced
388	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$56M	-$1.12M	14	0.59%	Reduced
389	Fjarde Ap-fonden Stockholm, Sweden	$56M	-$8.41M	6	0.8%	Reduced
390	LPU Lansdowne Partners (UK) London, United Kingdom	$55.9M	-$3.3M	1	11.57%	Reduced
391	Utah Retirement Systems Salt Lake City, Utah	$55.7M	+$3.96M	9	0.88%	Increased
392	CT Cambridge Trust Cambridge, Massachusetts	$55.6M	-$515K	7	2.49%	Reduced
393	ExodusPoint Capital Management New York	$55.6M	-$31.9M	17	0.81%	Reduced
394	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$55.4M	+$5.41M	9	1.12%	Increased
395	Nissay Asset Management Tokyo, Japan	$55.3M	+$4.16M	7	0.53%	Increased
396	BOK Financial Tulsa, Oklahoma	$55.2M	-$151K	8	1.02%	Reduced
397	CAPTRUST Financial Advisors Raleigh, North Carolina	$55.1M	+$2.22M	17	0.28%	Increased
398	BIC B&I Capital Zurich, Switzerland	$55M	+$2.91M	2	19.3%	Increased
399	Allstate Corporation Northbrook, Illinois	$55M	+$19M	6	1.67%	Increased
400	Allstate Investment Management Chicago, Illinois	$55M	+$54.1M	6	1.67%	New