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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	Arrowstreet Capital Boston, Massachusetts	$280M	+$65.5M	13	0.91%	Increased
102	Macquarie Group Sydney, NSW 2000, Australia	$278M	-$74.8M	11	0.53%	Reduced
103	Schroder Investment Management Group London, United Kingdom	$272M	+$123M	5	0.51%	Increased
104	Guggenheim Capital Chicago, Illinois	$270M	-$1.95M	19	0.84%	Reduced
105	Citigroup New York	$260M	+$24.4M	24	0.24%	Increased
106	Raymond James & Associates St Petersburg, Florida	$256M	+$12.6M	17	0.7%	Increased
107	Millennium Management New York	$254M	-$73.2M	18	0.43%	Reduced
108	SA SPO Advisory San Anselmo, California	$253M	-$67.4M	1	4.44%	Reduced
109	Security Capital Research & Management Chicago, Illinois	$252M	-$112M	4	8.84%	Reduced
110	EARNEST Partners Atlanta, Georgia	$248M	-$11.7M	4	2.6%	Reduced
111	Frontier Capital Management Boston, Massachusetts	$245M	-$33.3M	4	1.96%	Reduced
112	CIBC Asset Management Toronto, Ontario, Canada	$244M	+$6.44M	9	1.8%	Increased
113	Sarasin & Partners London, United Kingdom	$242M	-$4.1M	3	3.8%	Reduced
114	TCW Group Los Angeles, California	$239M	-$9.81M	7	1.81%	Reduced
115	Fiera Capital (Canada) Montreal, Quebec, Canada	$238M	+$5.83M	4	1.32%	Increased
116	GJL Gendell Jeffrey L	$237M	-$629K	1	35.04%	Reduced
117	Sentry Investments Toronto, Ontario, Canada	$234M	+$18.9M	3	1.97%	Increased
118	Federated Hermes Pittsburgh, Pennsylvania	$232M	-$28.7M	15	0.67%	Reduced
119	STRS Ohio Columbus, Ohio	$231M	-$8.9M	16	1.03%	Reduced
120	BWA Brave Warrior Advisors New York	$230M	-$20.5M	1	11.12%	Reduced
121	UBS Group Zurich, Switzerland	$228M	+$2.45M	27	0.14%	Increased
122	RhumbLine Advisers Boston, Massachusetts	$228M	+$12.8M	16	0.63%	Increased
123	State of Wisconsin Investment Board Madison, Wisconsin	$222M	-$5.41M	12	0.87%	Reduced
124	New York State Teachers Retirement System (NYSTRS) Albany, New York	$222M	-$7.04M	13	0.59%	Reduced
125	SC Schooner Capital Vero Beach, Florida	$214M	-$11.6M	1	100%	Reduced