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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	Federated Hermes Pittsburgh, Pennsylvania	$272M	-$6.11M	15	0.84%	Reduced
102	SC Schooner Capital Vero Beach, Florida	$268M	-$12.9M	1	100%	Reduced
103	TCW Group Los Angeles, California	$266M	-$25.7M	7	1.95%	Reduced
104	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$265M	+$34.4M	16	0.57%	Increased
105	Citigroup New York	$264M	+$5.59M	24	0.3%	Increased
106	ACI AMP Capital Investors Sydney, Australia	$262M	-$1.35M	11	1.75%	Reduced
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$261M	+$21.7M	7	0.59%	Increased
108	STRS Ohio Columbus, Ohio	$243M	-$19.3M	15	1.09%	Reduced
109	Guggenheim Capital Chicago, Illinois	$241M	-$35.7M	19	0.76%	Reduced
110	BWA Brave Warrior Advisors New York	$241M	-$162M	1	11.76%	Reduced
111	BAMCO Inc New York	$234M	-$29.7M	3	1.24%	Reduced
112	CIBC Asset Management Toronto, Ontario, Canada	$234M	-$22.5M	8	1.75%	Reduced
113	Sarasin & Partners London, United Kingdom	$232M	+$158M	4	3.79%	Increased
114	ClearBridge Investments New York	$232M	+$8.09M	6	0.28%	Increased
115	Millennium Management New York	$230M	-$42.7M	16	0.58%	Reduced
116	FTCM Fir Tree Capital Management New York	$228M	-$11.8M	1	8.62%	Reduced
117	Schroder Investment Management Group London, United Kingdom	$225M	-$5.47M	5	0.47%	Reduced
118	Adage Capital Partners Boston, Massachusetts	$224M	+$73.1M	7	0.61%	Increased
119	UBS Group Zurich, Switzerland	$217M	-$59.9M	27	0.15%	Reduced
120	State of Wisconsin Investment Board Madison, Wisconsin	$216M	-$6.28M	12	0.85%	Reduced
121	Sentry Investments Toronto, Ontario, Canada	$216M	-$538K	2	2.61%	Reduced
122	Temasek Holdings Singapore	$215M	$0	1	1.7%	Maintained
123	LCS Levin Capital Strategies New York	$212M	-$38.3M	5	3.83%	Reduced
124	EARNEST Partners Atlanta, Georgia	$210M	+$1.04M	4	2.2%	Increased
125	Barclays London, United Kingdom	$209M	+$15.9M	20	0.32%	Increased