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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	$1B	+$774K	2	9.64%	Increased
77	Qube Research & Technologies (QRT) London, United Kingdom	$997M	+$601M	24	1.16%	Increased
78	California Public Employees Retirement System Sacramento, California	$968M	-$205M	16	0.68%	Reduced
79	Mitsubishi UFJ Asset Management Tokyo, Japan	$966M	+$110M	26	0.89%	Increased
80	Duff & Phelps Investment Management Chicago, Illinois	$966M	-$1.38M	4	11.31%	Reduced
81	First Manhattan New York	$953M	+$46.6M	6	2.78%	Increased
82	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$952M	+$690M	4	3.46%	Increased
83	Mackenzie Financial Toronto Ontario, Ontario, Canada	$945M	-$66.4M	21	1.34%	Reduced
84	AQR Capital Management Greenwich, Connecticut	$912M	+$269M	28	0.94%	Increased
85	VOYA Investment Management Atlanta, Georgia	$903M	-$181M	25	1%	Reduced
86	Citigroup New York	$896M	+$313M	41	0.46%	Increased
87	VanEck Associates New York	$888M	+$220M	23	1.15%	Increased
88	Boston Partners Boston, Massachusetts	$859M	-$335M	7	1.04%	Reduced
89	CIBC Asset Management Toronto, Ontario, Canada	$859M	+$44M	14	2.85%	Increased
90	Federated Hermes Pittsburgh, Pennsylvania	$855M	-$65.8M	20	1.84%	Reduced
91	Brown Advisory Baltimore, Maryland	$853M	+$14M	17	1.22%	Increased
92	Schroder Investment Management Group London, United Kingdom	$838M	-$83.8M	15	0.85%	Reduced
93	Kayne Anderson Rudnick Investment Management Los Angeles, California	$838M	-$84.1M	14	2.05%	Reduced
94	Adage Capital Partners Boston, Massachusetts	$837M	-$18M	8	1.55%	Reduced
95	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$829M	-$139M	1	5.2%	Reduced
96	Canada Life Winnipeg, Manitoba, Canada	$809M	+$44.5M	18	1.43%	Increased
97	Lazard Asset Management New York	$807M	-$287M	28	1.24%	Reduced
98	Artisan Partners Milwaukee, Wisconsin	$807M	-$42.5M	6	1.3%	Reduced
99	DekaBank Deutsche Girozentrale Frankfurt, Germany	$787M	+$17M	17	1.54%	Increased
100	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$770M	-$5.72M	20	1.54%	Reduced