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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	BlackRock New York	$259M	-$39.9M	19	0.38%	Reduced
102	SC Schooner Capital Vero Beach, Florida	$259M	-$1.75M	1	95.85%	Reduced
103	BlackRock Investment Management Wilmington, Delaware	$257M	+$29.8M	21	0.32%	Increased
104	Federated Hermes Pittsburgh, Pennsylvania	$251M	+$2.85M	11	0.75%	Increased
105	Two Sigma Investments New York	$249M	+$71.4M	15	1.16%	Increased
106	ACI AMP Capital Investors Sydney, Australia	$246M	+$26.5M	9	1.6%	Increased
107	Adage Capital Partners Boston, Massachusetts	$245M	+$99.2M	5	0.61%	Increased
108	Victory Capital Management San Antonio, Texas	$245M	-$78.5M	15	0.9%	Reduced
109	CIBC Asset Management Toronto, Ontario, Canada	$242M	+$91.7M	9	1.68%	Increased
110	Frontier Capital Management Boston, Massachusetts	$239M	-$24.8M	4	1.71%	Reduced
111	FTCM Fir Tree Capital Management New York	$235M	-$201M	1	3.74%	Reduced
112	APG Asset Management Amsterdam, Netherlands	$231M	+$5.43M	9	0.46%	Increased
113	Schroder Investment Management Group London, United Kingdom	$225M	+$32M	5	0.44%	Increased
114	ACM AEW Capital Management Boston, Massachusetts	$225M	+$12.5M	1	5%	Increased
115	Citigroup New York	$224M	+$15.8M	25	0.2%	Increased
116	Temasek Holdings Singapore	$221M	$0	1	1.38%	Maintained
117	UBS Group Zurich, Switzerland	$220M	-$38M	28	0.15%	Reduced
118	Royce & Associates New York	$219M	-$36M	7	0.93%	Reduced
119	Renaissance Technologies New York	$217M	+$19.2M	18	0.49%	Increased
120	Horizon Kinetics New York	$210M	-$16.3M	1	3.02%	Reduced
121	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$209M	-$401K	7	0.48%	Reduced
122	First Trust Advisors Wheaton, Illinois	$208M	+$10.8M	17	0.54%	Increased
123	VVP Vulcan Value Partners Birmingham, Alabama	$208M	-$81.3M	1	1.97%	Reduced
124	USAA United Services Automobile Association San Antonio, Texas	$203M	+$10.4M	11	0.71%	Increased
125	River Road Asset Management Louisville, Kentucky	$203M	+$3.87M	2	2.99%	Increased