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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	Parnassus Investments San Francisco, California	$350M	+$17.4M	1	2.5%	Increased
77	Mawer Investment Management Calgary, Alberta, Canada	$349M	+$23M	1	4.44%	Increased
78	Coatue Management New York	$340M	-$160M	1	3.39%	Reduced
79	Mackenzie Financial Toronto Ontario, Ontario, Canada	$331M	-$1.52M	5	1.79%	Reduced
80	Citadel Advisors Miami, Florida	$324M	-$322M	18	0.28%	Reduced
81	American Century Companies Kansas City, Missouri	$322M	+$24.1M	7	0.36%	Increased
82	TCW Group Los Angeles, California	$318M	-$84.3M	7	2.05%	Reduced
83	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$318M	+$15.8M	4	0.43%	Increased
84	California Public Employees Retirement System Sacramento, California	$317M	+$10.7M	22	0.48%	Increased
85	OppenheimerFunds New York	$315M	-$100M	4	0.36%	Reduced
86	William Blair & Company Chicago, Illinois	$310M	+$23M	7	0.46%	Increased
87	Swiss National Bank Zurich, Switzerland	$295M	+$19.2M	18	0.77%	Increased
88	AQR Capital Management Greenwich, Connecticut	$295M	+$7.54M	18	0.59%	Increased
89	BlackRock Advisors Wilmington, Delaware	$294M	+$43.2M	18	0.31%	Increased
90	BAMCO Inc New York	$290M	+$3.34M	3	1.14%	Increased
91	Guggenheim Capital Chicago, Illinois	$287M	+$31.6M	19	0.71%	Increased
92	New York State Common Retirement Fund Albany, New York	$277M	+$5.67M	19	0.41%	Increased
93	LCS Levin Capital Strategies New York	$277M	-$8.66M	5	4.1%	Reduced
94	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$272M	+$11.6M	8	0.49%	Increased
95	Fidelity International Hamilton, Bermuda	$272M	+$7.46M	3	0.87%	Increased
96	Millennium Management New York	$270M	+$109M	14	0.51%	Increased
97	Boston Partners Boston, Massachusetts	$270M	-$58.2M	4	0.39%	Reduced
98	WI WHV Investments San Francisco, California	$269M	-$34.5M	2	6.02%	Reduced
99	SCM Steadfast Capital Management New York	$269M	+$1.84M	1	3.98%	Increased
100	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$259M	+$10.7M	21	0.31%	Increased