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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	Citigroup New York	$761M	+$32.3M	34	0.49%	Increased
77	Russell Investments Group London, United Kingdom	$760M	-$7.51M	24	1.34%	Reduced
78	APG Asset Management Amsterdam, Netherlands	$758M	-$92.2M	11	1.29%	Reduced
79	New York State Common Retirement Fund Albany, New York	$727M	-$32.8M	23	0.8%	Reduced
80	VOYA Investment Management Atlanta, Georgia	$668M	+$119M	23	1.35%	Increased
81	Prudential Financial Newark, New Jersey	$666M	+$57.6M	17	1%	Increased
82	AKRE Capital Management Middleburg, Virginia	$648M	-$1.15M	2	4.41%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$642M	-$46.6M	22	0.87%	Reduced
84	Renaissance Technologies New York	$641M	-$22.4M	22	0.8%	Reduced
85	Millennium Management New York	$640M	-$79.7M	29	0.46%	Reduced
86	Impax Asset Management Group London, United Kingdom	$634M	+$206M	8	3.24%	Increased
87	Fiduciary Management Inc Milwaukee, Wisconsin	$632M	+$170M	3	4.74%	Increased
88	Citadel Advisors Miami, Florida	$631M	-$359M	35	0.16%	Reduced
89	Aberdeen Group Edinburgh, United Kingdom	$615M	-$21.2M	13	1.4%	Reduced
90	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$608M	-$42.3M	9	1.07%	Reduced
91	Beutel, Goodman & Co Toronto, Ontario, Canada	$608M	-$30M	1	3.81%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$598M	+$1.3M	23	0.79%	Increased
93	GJL Gendell Jeffrey L	$577M	-$601K	1	61.54%	Reduced
94	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$572M	+$31.3M	4	11.41%	Increased
95	Waddell & Reed Financial Overland Park, Kansas	$570M	-$77.3M	4	1.17%	Reduced
96	HSBC Holdings London, United Kingdom	$568M	+$78.2M	22	0.67%	Increased
97	EdgePoint Investment Group Toronto, Ontario, Canada	$563M	+$161M	1	4.44%	Increased
98	Sustainable Growth Advisers Stamford, Connecticut	$560M	+$163M	1	3.22%	Increased
99	Stifel Financial St. Louis, Missouri	$557M	+$17.3M	23	0.92%	Increased
100	Asset Management One Tokyo, Japan	$557M	+$1.74M	13	2.21%	Increased