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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	$284M	-$139K	14	0.81%	Reduced
102	EARNEST Partners Atlanta, Georgia	$282M	-$9.92M	4	3.01%	Reduced
103	SA SPO Advisory San Anselmo, California	$281M	$0	1	5.08%	Maintained
104	UBS Group Zurich, Switzerland	$279M	-$31.2K	27	0.15%	Reduced
105	Duff & Phelps Investment Management Chicago, Illinois	$275M	-$33.1M	4	3.89%	Reduced
106	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$274M	+$168M	11	0.71%	Increased
107	Fiera Capital (Canada) Montreal, Quebec, Canada	$273M	+$14.9M	4	1.44%	Increased
108	Sentry Investments Toronto, Ontario, Canada	$269M	+$18.1M	3	1.86%	Increased
109	Pictet Asset Management (UK) London, United Kingdom	$265M	+$45.2M	8	0.86%	Increased
110	State of Wisconsin Investment Board Madison, Wisconsin	$254M	+$23.7M	14	0.98%	Increased
111	Burgundy Asset Management Toronto, Ontario, Canada	$247M	-$6.52M	1	2.41%	Reduced
112	TCW Group Los Angeles, California	$245M	-$5.04M	7	2.04%	Reduced
113	Citadel Advisors Miami, Florida	$245M	+$103M	20	0.22%	Increased
114	BWA Brave Warrior Advisors New York	$242M	-$1.66M	1	11.55%	Reduced
115	Adage Capital Partners Boston, Massachusetts	$237M	+$43.8M	9	0.6%	Increased
116	CIBC Asset Management Toronto, Ontario, Canada	$237M	+$15.1M	9	1.63%	Increased
117	New York State Teachers Retirement System (NYSTRS) Albany, New York	$232M	-$3.3M	12	0.59%	Reduced
118	VOYA Investment Management Atlanta, Georgia	$231M	-$95.7M	17	0.53%	Reduced
119	Brookfield Corp Toronto, Ontario, Canada	$227M	+$88.3M	1	1.31%	Increased
120	SEI Investments Oaks, Pennsylvania	$225M	+$18.6M	18	0.98%	Increased
121	GJL Gendell Jeffrey L	$224M	$0	1	22.36%	Maintained
122	Partners Value Investments Hamilton, Bermuda	$222M	+$217M	1	37.43%	New
123	Bank of Nova Scotia Toronto, Ontario, Canada	$222M	+$8.72M	9	0.95%	Increased
124	Stifel Financial St. Louis, Missouri	$221M	+$13.2M	18	0.85%	Increased
125	LCS Levin Capital Strategies New York	$220M	+$14.4M	5	3.93%	Increased