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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	AKRE Capital Management Middleburg, Virginia	$818M	-$15.8K	2	5.58%	Reduced
77	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$818M	+$31.3M	4	11.37%	Increased
78	New York State Common Retirement Fund Albany, New York	$787M	+$2.41M	26	0.84%	Increased
79	Brown Advisory Baltimore, Maryland	$784M	+$18.1M	10	1.17%	Increased
80	Bessemer Group Woodbridge, New Jersey	$778M	+$199M	15	1.63%	Increased
81	CI Investments Inc Toronto, Ontario, Canada	$777M	-$23.8M	18	2.86%	Reduced
82	APG Asset Management Amsterdam, Netherlands	$750M	-$181M	9	1.42%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$729M	-$11.8M	23	0.94%	Reduced
84	Beutel, Goodman & Co Toronto, Ontario, Canada	$727M	-$21.7M	1	4.11%	Reduced
85	VOYA Investment Management Atlanta, Georgia	$723M	+$50.6M	22	1.5%	Increased
86	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$721M	-$55.2M	11	1.09%	Reduced
87	SEI Investments Oaks, Pennsylvania	$714M	-$2.74M	23	1.44%	Reduced
88	Aberdeen Group Edinburgh, United Kingdom	$693M	-$427K	13	1.77%	Reduced
89	Envestnet Asset Management Chicago, Illinois	$679M	+$51.8M	27	0.34%	Increased
90	Stifel Financial St. Louis, Missouri	$678M	-$21.9M	20	0.93%	Reduced
91	Lord, Abbett & Co Jersey City, New Jersey	$673M	+$8.69M	6	1.79%	Increased
92	Axa Paris, France	$666M	-$5.23M	14	1.89%	Reduced
93	CIBC World Market Toronto, Ontario, Canada	$664M	-$68.8M	12	2.11%	Reduced
94	Citigroup New York	$653M	-$150M	41	0.4%	Reduced
95	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$653M	-$51.9M	25	0.86%	Reduced
96	Kayne Anderson Rudnick Investment Management Los Angeles, California	$628M	-$44.5M	9	1.67%	Reduced
97	STT Singapore Technologies Telemedia Singapore	$622M	$0	1	100%	Maintained
98	Pacer Advisors Malvern, Pennsylvania	$620M	-$83.5M	15	5.08%	Reduced
99	Schroder Investment Management Group London, United Kingdom	$618M	-$208M	17	0.82%	Reduced
100	DekaBank Deutsche Girozentrale Frankfurt, Germany	$616M	-$81.3M	16	1.5%	Reduced