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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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$907M	-$18.9M	2	5.34%	Reduced
77	GJL Gendell Jeffrey L	$897M	-$6.47M	1	48.75%	Reduced
78	Duff & Phelps Investment Management Chicago, Illinois	$885M	-$6.22M	4	10.65%	Reduced
79	Mackenzie Financial Toronto Ontario, Ontario, Canada	$872M	-$12.2M	19	1.32%	Reduced
80	BAMCO Inc New York	$841M	-$51.7M	8	2.24%	Reduced
81	Stifel Financial St. Louis, Missouri	$837M	+$13.5M	23	1.05%	Increased
82	PGGM Investments Zeist, Netherlands	$831M	+$88.3M	7	12.65%	Increased
83	Bessemer Group Woodbridge, New Jersey	$822M	-$46.9M	18	1.6%	Reduced
84	AKRE Capital Management Middleburg, Virginia	$802M	-$3.85M	2	6.74%	Reduced
85	Bank of Nova Scotia Toronto, Ontario, Canada	$787M	-$64.4M	10	1.48%	Reduced
86	Millennium Management New York	$783M	-$794K	30	0.34%	Reduced
87	DekaBank Deutsche Girozentrale Frankfurt, Germany	$756M	+$5.96M	16	1.55%	Increased
88	New York State Common Retirement Fund Albany, New York	$756M	-$39.8M	26	1.05%	Reduced
89	Artisan Partners Milwaukee, Wisconsin	$754M	+$100M	4	1.16%	Increased
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$741M	+$16.4M	25	1.02%	Increased
91	Baillie Gifford & Co Edinburgh, United Kingdom	$730M	-$33.1M	5	0.58%	Reduced
92	First Manhattan New York	$730M	-$13.1M	10	2.53%	Reduced
93	Adage Capital Partners Boston, Massachusetts	$728M	+$1.3M	11	1.51%	Increased
94	ACM AEW Capital Management Boston, Massachusetts	$720M	-$641K	4	26.25%	Reduced
95	CIBC Asset Management Toronto, Ontario, Canada	$715M	+$16.4M	15	2.67%	Increased
96	Aberdeen Group Edinburgh, United Kingdom	$692M	-$21.4M	12	1.5%	Reduced
97	CIBC Private Wealth Group Atlanta, Georgia	$691M	-$18.1M	14	1.46%	Reduced
98	Fidelity International Hamilton, Bermuda	$691M	-$134M	8	0.73%	Reduced
99	Axa Paris, France	$686M	+$11.8M	16	2.21%	Increased
100	Allspring Global Investments Charlotte, North Carolina	$685M	-$41.5M	21	1.13%	Reduced