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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
76	SCM Steadfast Capital Management New York	$325M	+$31.8M	1	5.07%	Increased
77	WI WHV Investments San Francisco, California	$325M	-$22.6M	2	5.57%	Reduced
78	Victory Capital Management San Antonio, Texas	$321M	+$196M	8	1.18%	Increased
79	California Public Employees Retirement System Sacramento, California	$320M	-$16.4M	22	0.44%	Reduced
80	Credit Suisse Zurich, Switzerland	$319M	-$249M	20	0.28%	Reduced
81	Mawer Investment Management Calgary, Alberta, Canada	$319M	-$21.8M	1	4.12%	Reduced
82	Prudential Financial Newark, New Jersey	$316M	+$48.3M	15	0.57%	Increased
83	Nuveen Charlotte, North Carolina	$313M	-$2.15M	8	1.76%	Reduced
84	American Century Companies Kansas City, Missouri	$311M	+$10.1M	6	0.35%	Increased
85	AllianceBernstein Nashville, Tennessee	$309M	-$176M	19	0.26%	Reduced
86	Jennison Associates New York	$306M	+$22.8M	6	0.29%	Increased
87	Frontier Capital Management Boston, Massachusetts	$302M	-$25.8M	5	2.22%	Reduced
88	LCS Levin Capital Strategies New York	$297M	+$27.5M	6	4.49%	Increased
89	D.E. Shaw & Co New York	$294M	+$4.49M	15	0.38%	Increased
90	AQR Capital Management Greenwich, Connecticut	$287M	+$119M	18	0.6%	Increased
91	Royce & Associates New York	$286M	-$10.3M	7	0.99%	Reduced
92	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$285M	+$6.85M	2	0.38%	Increased
93	New York State Common Retirement Fund Albany, New York	$285M	-$15.2M	13	0.42%	Reduced
94	William Blair & Company Chicago, Illinois	$278M	-$4.07M	7	0.45%	Reduced
95	BlackRock Investment Management Wilmington, Delaware	$276M	+$5.48M	22	0.37%	Increased
96	BAMCO Inc New York	$275M	+$11.4M	4	1.1%	Increased
97	BlackRock New York	$272M	-$14M	20	0.39%	Reduced
98	UBS Group Zurich, Switzerland	$271M	+$257M	27	0.19%	New
99	Lasalle Investment Management Securities Baltimore, Maryland	$266M	-$544K	1	3.36%	Reduced
100	VVP Vulcan Value Partners Birmingham, Alabama	$254M	+$207M	1	2.88%	Increased