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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	State of Wisconsin Investment Board Madison, Wisconsin	$324M	+$10.9M	14	0.96%	Increased
102	Citigroup New York	$320M	-$35.1M	25	0.26%	Reduced
103	SA SQ Advisors Naples, Florida	$319M	-$129K	1	11.25%	Reduced
104	Brookfield Corp Toronto, Ontario, Canada	$318M	+$55M	2	1.48%	Increased
105	Macquarie Group Sydney, NSW 2000, Australia	$313M	+$174K	17	0.56%	Increased
106	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$310M	-$18.5M	18	0.69%	Reduced
107	EARNEST Partners Atlanta, Georgia	$308M	-$4.97M	4	3.07%	Reduced
108	Fiera Capital (Canada) Montreal, Quebec, Canada	$308M	+$2.81M	4	1.47%	Increased
109	JSP Jackson Square Partners Larkspur, California	$307M	-$40.3M	1	1.49%	Reduced
110	SEI Investments Oaks, Pennsylvania	$303M	+$28M	19	1.08%	Increased
111	Sentry Investments Toronto, Ontario, Canada	$301M	-$6.54M	3	3.05%	Reduced
112	VOYA Investment Management Atlanta, Georgia	$297M	+$9.47M	17	0.64%	Increased
113	OppenheimerFunds New York	$297M	-$47.7M	15	0.36%	Reduced
114	Security Capital Research & Management Chicago, Illinois	$296M	-$24.6M	4	9.25%	Reduced
115	Lord, Abbett & Co Jersey City, New Jersey	$291M	-$4.04M	8	0.85%	Reduced
116	Federated Hermes Pittsburgh, Pennsylvania	$288M	-$28.1M	14	0.82%	Reduced
117	Stifel Financial St. Louis, Missouri	$283M	+$16.3M	18	0.98%	Increased
118	PNC Financial Services Group Pittsburgh, Pennsylvania	$275M	+$8.48M	20	0.29%	Increased
119	Thrivent Financial for Lutherans Minneapolis, Minnesota	$275M	+$18.4M	17	0.97%	Increased
120	SA SPO Advisory San Anselmo, California	$265M	$0	1	5.28%	Maintained
121	TCW Group Los Angeles, California	$264M	-$3.08M	7	2.1%	Reduced
122	YEPX Yorktown Energy Partners X New York	$262M	$0	1	47.05%	Maintained
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$259M	+$3.4M	13	0.65%	Increased
124	Fred Alger Management New York	$254M	+$89.5M	7	1.19%	Increased
125	Schroder Investment Management Group London, United Kingdom	$253M	-$27.8M	9	0.44%	Reduced