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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	AllianceBernstein Nashville, Tennessee	$361M	+$46.4M	19	0.29%	Increased
77	Boston Partners Boston, Massachusetts	$358M	-$220M	5	0.53%	Reduced
78	Jennison Associates New York	$354M	+$40.9M	6	0.32%	Increased
79	Mawer Investment Management Calgary, Alberta, Canada	$343M	+$3.8M	1	4.38%	Increased
80	Russell Frank Company Seattle, Washington	$341M	-$75.2M	20	0.63%	Reduced
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$338M	-$22.9M	6	1.78%	Reduced
82	SCM Steadfast Capital Management New York	$337M	+$1.36M	1	4.7%	Increased
83	Victory Capital Management San Antonio, Texas	$336M	+$12M	7	1.21%	Increased
84	California Public Employees Retirement System Sacramento, California	$320M	$0	22	0.44%	Maintained
85	AQR Capital Management Greenwich, Connecticut	$315M	+$4.2M	18	0.72%	Increased
86	BlackRock New York	$309M	+$37.7M	20	0.43%	Increased
87	SC Schooner Capital Vero Beach, Florida	$306M	-$17.4M	1	96.48%	Reduced
88	WI WHV Investments San Francisco, California	$306M	-$25.4M	2	6%	Reduced
89	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$299M	+$3.55M	4	0.41%	Increased
90	William Blair & Company Chicago, Illinois	$298M	+$5M	7	0.46%	Increased
91	American Century Companies Kansas City, Missouri	$297M	-$20.3M	6	0.33%	Reduced
92	LCS Levin Capital Strategies New York	$291M	-$5.74M	4	4.36%	Reduced
93	Frontier Capital Management Boston, Massachusetts	$286M	-$20.9M	4	2.06%	Reduced
94	Swiss National Bank Zurich, Switzerland	$285M	+$82.9M	18	0.76%	Increased
95	New York State Common Retirement Fund Albany, New York	$283M	-$4.87M	15	0.41%	Reduced
96	VVP Vulcan Value Partners Birmingham, Alabama	$281M	+$37.6M	1	2.8%	Increased
97	Eagle Asset Management St Petersburg, Florida	$280M	+$59.4M	4	1.6%	Increased
98	Lasalle Investment Management Securities Baltimore, Maryland	$280M	+$10.1M	1	3.17%	Increased
99	Davis Selected Advisers Tucson, Arizona	$277M	+$7.1M	4	0.94%	Increased
100	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$273M	+$46.5M	8	0.49%	Increased