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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	Bank of Nova Scotia Toronto, Ontario, Canada	$326M	-$27.1M	4	1.77%	Reduced
77	Russell Frank Company Seattle, Washington	$321M	-$33.9M	20	0.6%	Reduced
78	Mawer Investment Management Calgary, Alberta, Canada	$320M	+$5.3M	1	4.39%	Increased
79	I.G. Investment Management Winnipeg, Manitoba, Canada	$319M	+$27.6M	8	1.34%	Increased
80	OppenheimerFunds New York	$317M	+$31.5M	6	0.43%	Increased
81	Mackenzie Financial Toronto Ontario, Ontario, Canada	$313M	+$16.3M	4	1.9%	Increased
82	Swiss National Bank Zurich, Switzerland	$299M	+$33.4M	18	0.77%	Increased
83	TCW Group Los Angeles, California	$293M	-$40.1M	7	2.1%	Reduced
84	VVP Vulcan Value Partners Birmingham, Alabama	$292M	+$135M	1	2.83%	Increased
85	California Public Employees Retirement System Sacramento, California	$288M	-$3.69M	22	0.49%	Reduced
86	ClearBridge Investments New York	$286M	-$28.3M	6	0.34%	Reduced
87	Adage Capital Partners Boston, Massachusetts	$275M	+$52.7M	6	0.76%	Increased
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$275M	+$10.9M	8	0.53%	Increased
89	BAMCO Inc New York	$272M	-$30.3M	2	1.23%	Reduced
90	William Blair Investment Management Chicago, Illinois	$269M	+$305M	3	0.55%	New
91	Epoch Investment Partners New York	$266M	+$110M	3	1.03%	Increased
92	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$260M	-$9.02M	4	0.4%	Reduced
93	SC Schooner Capital Vero Beach, Florida	$259M	$0	1	96.46%	Maintained
94	AQR Capital Management Greenwich, Connecticut	$258M	-$13.2M	17	0.52%	Reduced
95	New York State Common Retirement Fund Albany, New York	$247M	-$5.48M	18	0.39%	Reduced
96	BlackRock Investment Management Wilmington, Delaware	$247M	+$11.4M	21	0.33%	Increased
97	Renaissance Technologies New York	$246M	+$52.7M	17	0.59%	Increased
98	Parametric Portfolio Associates Seattle, Washington	$243M	+$56.3M	20	0.47%	Increased
99	ACI AMP Capital Investors Sydney, Australia	$242M	-$5.62M	10	1.76%	Reduced
100	BlackRock New York	$239M	+$2.33M	20	0.37%	Increased