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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	Epoch Investment Partners New York	$410M	+$37.7M	3	1.37%	Increased
77	Renaissance Technologies New York	$392M	+$4.48M	18	0.55%	Increased
78	California Public Employees Retirement System Sacramento, California	$387M	-$7.37M	22	0.63%	Reduced
79	Raymond James & Associates St Petersburg, Florida	$376M	+$57.1M	18	0.87%	Increased
80	APG Asset Management Amsterdam, Netherlands	$374M	+$54.3M	7	0.69%	Increased
81	Lasalle Investment Management Securities Baltimore, Maryland	$374M	-$220M	2	4.37%	Reduced
82	1832 Asset Management Toronto, Ontario, Canada	$359M	-$27.6M	7	1.28%	Reduced
83	Guggenheim Capital Chicago, Illinois	$332M	+$17.5M	17	0.9%	Increased
84	JSP Jackson Square Partners Larkspur, California	$331M	-$8.53M	1	1.63%	Reduced
85	Parametric Portfolio Associates Seattle, Washington	$329M	-$83.1M	21	0.5%	Reduced
86	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$329M	+$16.1M	9	0.65%	Increased
87	Asset Management One Tokyo, Japan	$329M	+$2.97M	10	0.86%	Increased
88	Lord, Abbett & Co Jersey City, New Jersey	$329M	-$63.8M	5	0.98%	Reduced
89	Mawer Investment Management Calgary, Alberta, Canada	$326M	-$4.82M	1	3.15%	Reduced
90	I.G. Investment Management Winnipeg, Manitoba, Canada	$325M	+$50.9M	4	1.66%	Increased
91	ACM AEW Capital Management Boston, Massachusetts	$316M	+$2.09M	2	7.74%	Increased
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$316M	+$2.63M	17	0.64%	Increased
93	Macquarie Group Sydney, NSW 2000, Australia	$303M	-$31.8M	13	0.55%	Reduced
94	CI Investments Inc Toronto, Ontario, Canada	$299M	+$217M	2	3.39%	Increased
95	Frontier Capital Management Boston, Massachusetts	$298M	-$5.33M	4	2.2%	Reduced
96	Citigroup New York	$296M	-$12.5M	24	0.26%	Reduced
97	RhumbLine Advisers Boston, Massachusetts	$295M	+$24M	16	0.69%	Increased
98	First Trust Advisors Wheaton, Illinois	$291M	+$22.8M	18	0.81%	Increased
99	SA SQ Advisors Naples, Florida	$284M	-$16.1M	1	10.85%	Reduced
100	Security Capital Research & Management Chicago, Illinois	$284M	-$6.29M	4	9.32%	Reduced