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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	SA SQ Advisors Naples, Florida	$335M	-$1.82M	1	10.89%	Reduced
102	Federated Hermes Pittsburgh, Pennsylvania	$322M	+$3.76M	14	0.91%	Increased
103	Citigroup New York	$321M	-$10.4M	27	0.26%	Reduced
104	OMERS Administration Corp Toronto, Ontario, Canada	$318M	+$52.8M	2	3.17%	Increased
105	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$316M	+$2.07M	20	0.65%	Increased
106	Lasalle Investment Management Securities Baltimore, Maryland	$307M	-$28.3M	3	5.07%	Reduced
107	Amundi Asset Management US Boston, Massachusetts	$304M	+$243M	12	0.47%	Increased
108	SEI Investments Oaks, Pennsylvania	$300M	-$9.25M	18	1.04%	Reduced
109	Fred Alger Management New York	$299M	+$41.5M	8	1.35%	Increased
110	Sentry Investments Toronto, Ontario, Canada	$298M	-$16.8M	4	3.78%	Reduced
111	Bank of Nova Scotia Toronto, Ontario, Canada	$293M	+$67.8M	7	1.34%	Increased
112	OppenheimerFunds New York	$292M	-$4.06M	15	0.35%	Reduced
113	ZP Zimmer Partners New York	$291M	+$79.4M	3	7.09%	Increased
114	Security Capital Research & Management Chicago, Illinois	$290M	-$9M	4	9.02%	Reduced
115	Stifel Financial St. Louis, Missouri	$288M	+$399K	20	0.91%	Increased
116	PNC Financial Services Group Pittsburgh, Pennsylvania	$286M	+$1.44M	21	0.28%	Increased
117	Macquarie Group Sydney, NSW 2000, Australia	$281M	-$30.7M	17	0.5%	Reduced
118	Thrivent Financial for Lutherans Minneapolis, Minnesota	$280M	-$4.43M	14	0.94%	Reduced
119	JSP Jackson Square Partners Larkspur, California	$279M	-$33.2M	1	1.42%	Reduced
120	Brookfield Corp Toronto, Ontario, Canada	$277M	-$46.1M	2	1.25%	Reduced
121	TCW Group Los Angeles, California	$272M	+$7.29M	6	2.19%	Increased
122	SA SPO Advisory San Anselmo, California	$269M	$0	1	5.58%	Maintained
123	Fiera Capital (Canada) Montreal, Quebec, Canada	$268M	-$52.9M	4	1.28%	Reduced
124	Davenport & Co Richmond, Virginia	$268M	+$36.7M	5	3.21%	Increased
125	Partners Value Investments Hamilton, Bermuda	$266M	$0	1	39.53%	Maintained