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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
101	Prudential Financial Newark, New Jersey	$246M	+$1.97M	15	0.49%	Increased
102	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$244M	+$25.7M	7	0.6%	Increased
103	Beck Mack & Oliver New York	$242M	-$2.44M	3	5.92%	Reduced
104	ClearBridge Investments New York	$239M	+$3.19M	5	0.3%	Increased
105	Diamond Hill Capital Management Columbus, Ohio	$235M	-$31.8K	1	2.14%	Reduced
106	Select Equity Group New York	$235M	+$20.6M	1	2.45%	Increased
107	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$220M	-$4.94M	8	0.46%	Reduced
108	Horizon Kinetics New York	$215M	-$23.5M	1	2.72%	Reduced
109	D.E. Shaw & Co New York	$215M	+$9.83M	17	0.29%	Increased
110	Security Capital Research & Management Chicago, Illinois	$213M	-$130M	2	8.38%	Reduced
111	CCM Cadian Capital Management New York	$211M	+$37.5M	1	5.44%	Increased
112	Edgewood Management Greenwich, Connecticut	$211M	-$135M	1	2.36%	Reduced
113	Amundi Asset Management US Boston, Massachusetts	$208M	+$101M	3	0.8%	Increased
114	APG Asset Management Amsterdam, Netherlands	$206M	-$2.32M	9	0.6%	Reduced
115	Munder Capital Management Birmingham, Michigan	$203M	+$3.23M	5	1.48%	Increased
116	ACM AEW Capital Management Boston, Massachusetts	$203M	+$1.05M	1	5.57%	Increased
117	Fred Alger Management New York	$194M	+$1.44M	5	0.99%	Increased
118	Suntrust Banks Atlanta, Georgia	$193M	+$77.7M	11	0.75%	Increased
119	Eagle Asset Management St Petersburg, Florida	$190M	-$7.3M	6	1.07%	Reduced
120	New York State Teachers Retirement System (NYSTRS) Albany, New York	$187M	-$6.96M	10	0.48%	Reduced
121	Brandes Investment Partners La Jolla, California	$185M	+$92.9M	2	2.29%	Increased
122	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$183M	-$6.57M	21	0.29%	Reduced
123	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$183M	+$1.2M	16	0.5%	Increased
124	Citigroup New York	$183M	-$24.4M	25	0.17%	Reduced
125	USAA United Services Automobile Association San Antonio, Texas	$181M	+$29.7M	12	0.72%	Increased