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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	BAMCO Inc New York	$273M	-$9.44M	3	1.06%	Reduced
102	UBS Group Zurich, Switzerland	$271M	-$4.62M	26	0.19%	Reduced
103	Guggenheim Capital Chicago, Illinois	$261M	+$20.1M	20	0.62%	Increased
104	BlackRock Advisors Wilmington, Delaware	$258M	+$44.9M	18	0.26%	Increased
105	Nuveen Charlotte, North Carolina	$257M	-$57.7M	8	1.41%	Reduced
106	Fidelity International Hamilton, Bermuda	$256M	+$10.8M	4	0.82%	Increased
107	ACI AMP Capital Investors Sydney, Australia	$253M	+$168M	9	1.54%	Increased
108	Royce & Associates New York	$253M	-$48.9M	7	0.96%	Reduced
109	ACM AEW Capital Management Boston, Massachusetts	$251M	-$3.11M	1	5.04%	Reduced
110	Federated Hermes Pittsburgh, Pennsylvania	$247M	+$67.5M	11	0.75%	Increased
111	abrdn Investment Management Edinburgh, United Kingdom	$246M	-$8.93M	2	1.01%	Reduced
112	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$239M	+$38.2M	21	0.3%	Increased
113	BlackRock Investment Management Wilmington, Delaware	$238M	-$39.7M	22	0.31%	Reduced
114	Horizon Kinetics New York	$231M	-$18.2M	1	3.18%	Reduced
115	APG Asset Management Amsterdam, Netherlands	$229M	-$14.5M	9	0.47%	Reduced
116	River Road Asset Management Louisville, Kentucky	$229M	+$11.5M	2	3.16%	Increased
117	HCM Highfields Capital Management Boston, Massachusetts	$225M	-$8.92M	1	2.01%	Reduced
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$217M	-$3.1M	7	0.5%	Reduced
119	Diamond Hill Capital Management Columbus, Ohio	$216M	+$4.13M	1	1.5%	Increased
120	Citigroup New York	$216M	+$6.29M	26	0.21%	Increased
121	AL AJO LP Philadelphia, Pennsylvania	$211M	-$7.2M	4	0.88%	Reduced
122	Renaissance Technologies New York	$210M	-$9.81M	15	0.45%	Reduced
123	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$206M	-$2.92M	17	0.49%	Reduced
124	BWA Brave Warrior Advisors New York	$205M	+$6.66M	1	6.27%	Increased
125	Acadian Asset Management Boston, Massachusetts	$205M	-$4.11M	6	0.95%	Reduced