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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$354M	-$22.2M	9	0.6%	Reduced
102	ACI AMP Capital Investors Sydney, Australia	$351M	-$14.9M	10	1.94%	Reduced
103	OppenheimerFunds New York	$351M	+$91.4M	14	0.42%	Increased
104	RhumbLine Advisers Boston, Massachusetts	$345M	+$1.34M	21	0.7%	Increased
105	Federated Hermes Pittsburgh, Pennsylvania	$344M	-$7.3M	14	1.01%	Reduced
106	Duff & Phelps Investment Management Chicago, Illinois	$335M	-$42.5M	4	5.01%	Reduced
107	State of Wisconsin Investment Board Madison, Wisconsin	$313M	-$10.2M	16	0.9%	Reduced
108	Resolution Capital Sydney, NSW, Australia	$312M	-$5.83M	2	10.96%	Reduced
109	Baupost Group Boston, Massachusetts	$310M	$0	1	2.71%	Maintained
110	Stifel Financial St. Louis, Missouri	$309M	+$11.6M	18	0.95%	Increased
111	Schroder Investment Management Group London, United Kingdom	$305M	+$39.1M	13	0.53%	Increased
112	Frontier Capital Management Boston, Massachusetts	$304M	-$47.8M	4	2.16%	Reduced
113	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$302M	+$11.4M	21	0.63%	Increased
114	Adage Capital Partners Boston, Massachusetts	$298M	+$107M	9	0.68%	Increased
115	USS Investment Management London, United Kingdom	$295M	+$46.1M	1	3.22%	Increased
116	Third Point New York	$293M	-$65.3M	1	2.04%	Reduced
117	Lord, Abbett & Co Jersey City, New Jersey	$282M	-$40.5M	10	0.82%	Reduced
118	Davenport & Co Richmond, Virginia	$279M	-$1.28M	3	3.44%	Reduced
119	Lasalle Investment Management Securities Baltimore, Maryland	$278M	-$23.6M	4	5.71%	Reduced
120	Macquarie Group Sydney, NSW 2000, Australia	$273M	-$31.8M	18	0.47%	Reduced
121	STRS Ohio Columbus, Ohio	$273M	+$20.8M	16	1.17%	Increased
122	Barings Charlotte, North Carolina	$270M	-$6.26M	8	3.83%	Reduced
123	STT Singapore Technologies Telemedia Singapore	$266M	+$37.3M	1	100%	Increased
124	D.E. Shaw & Co New York	$265M	+$53.6M	19	0.35%	Increased
125	Panagora Asset Management Boston, Massachusetts	$256M	+$20.2M	18	1.01%	Increased