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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	VOYA Investment Management Atlanta, Georgia	$728M	-$143M	24	0.78%	Reduced
77	Duff & Phelps Investment Management Chicago, Illinois	$711M	+$19.3M	3	8.63%	Increased
78	New York State Common Retirement Fund Albany, New York	$711M	-$24.6M	27	0.95%	Reduced
79	Bahl & Gaynor Cincinnati, Ohio	$692M	+$206M	5	3.72%	Increased
80	Aberdeen Group Edinburgh, United Kingdom	$691M	+$41.2M	11	1.73%	Increased
81	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$689M	+$54.2M	1	4.25%	Increased
82	Bank of Nova Scotia Toronto, Ontario, Canada	$682M	+$39.3M	13	2.02%	Increased
83	Stifel Financial St. Louis, Missouri	$680M	+$6.65M	22	0.98%	Increased
84	ACM AEW Capital Management Boston, Massachusetts	$673M	+$9.22M	4	25.15%	Increased
85	CIBC Asset Management Toronto, Ontario, Canada	$660M	+$8.52M	12	2.62%	Increased
86	AKRE Capital Management Middleburg, Virginia	$654M	+$29.5M	2	5.76%	Increased
87	HSBC Holdings London, United Kingdom	$646M	-$60M	22	0.77%	Reduced
88	Bessemer Group Woodbridge, New Jersey	$643M	+$10.8M	17	1.53%	Increased
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$634M	-$5.57M	27	0.94%	Reduced
90	Lord, Abbett & Co Jersey City, New Jersey	$619M	+$25.9M	7	2.23%	Increased
91	First Manhattan New York	$587M	+$42.8M	13	2.25%	Increased
92	Adage Capital Partners Boston, Massachusetts	$586M	+$135M	9	1.31%	Increased
93	PGGM Investments Zeist, Netherlands	$564M	+$29.1M	7	9.48%	Increased
94	Citigroup New York	$556M	+$73.1M	34	0.39%	Increased
95	Renaissance Technologies New York	$556M	+$12.4M	23	0.74%	Increased
96	CIBC Private Wealth Group Atlanta, Georgia	$545M	+$40M	11	1.21%	Increased
97	Platinum Equity Advisors Beverly Hills, California	$543M	$0	1	27.34%	Maintained
98	Asset Management One Tokyo, Japan	$543M	-$10.8M	9	2.46%	Reduced
99	Sustainable Growth Advisers Stamford, Connecticut	$540M	+$38M	1	3.13%	Increased
100	Canada Life Winnipeg, Manitoba, Canada	$535M	+$17M	20	1.33%	Increased