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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	$387M	-$4.45M	1	11.92%	Reduced
102	Jennison Associates New York	$385M	-$9.1M	8	0.35%	Reduced
103	RhumbLine Advisers Boston, Massachusetts	$370M	+$5.57M	20	0.72%	Increased
104	Brookfield Corp Toronto, Ontario, Canada	$363M	+$120M	3	1.45%	Increased
105	Third Point New York	$354M	$0	1	2.48%	Maintained
106	State of Wisconsin Investment Board Madison, Wisconsin	$352M	+$17.9M	17	0.97%	Increased
107	Aviva London, United Kingdom	$345M	+$168M	11	1.89%	Increased
108	Davenport & Co Richmond, Virginia	$345M	+$33.8M	3	4%	Increased
109	1WCM 12 West Capital Management New York	$330M	+$175M	1	24.23%	Increased
110	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$330M	+$9.87M	21	0.64%	Increased
111	Adage Capital Partners Boston, Massachusetts	$314M	+$2.04M	8	0.7%	Increased
112	Stifel Financial St. Louis, Missouri	$311M	-$14.9M	17	0.89%	Reduced
113	SSM Sound Shore Management Greenwich, Connecticut	$311M	-$107M	3	5.31%	Reduced
114	Citigroup New York	$310M	+$118M	29	0.28%	Increased
115	Federated Hermes Pittsburgh, Pennsylvania	$308M	-$22M	15	0.72%	Reduced
116	Duff & Phelps Investment Management Chicago, Illinois	$306M	-$39.3M	3	4.63%	Reduced
117	Lord, Abbett & Co Jersey City, New Jersey	$305M	+$5.72M	10	0.85%	Increased
118	Baupost Group Boston, Massachusetts	$303M	$0	1	2.32%	Maintained
119	Bank of Nova Scotia Toronto, Ontario, Canada	$301M	+$22.7M	8	1.34%	Increased
120	USS Investment Management London, United Kingdom	$297M	$0	1	2.99%	Maintained
121	HSBC Holdings London, United Kingdom	$291M	+$102M	16	0.47%	Increased
122	HRES Heitman Real Estate Securities Chicago, Illinois	$286M	+$67.6M	4	13.19%	Increased
123	STRS Ohio Columbus, Ohio	$282M	-$1.19M	15	1.24%	Reduced
124	ACM Adelante Capital Management Alameda, California	$280M	+$53.3M	3	15.8%	Increased
125	Macquarie Group Sydney, NSW 2000, Australia	$279M	+$9.57M	19	0.45%	Increased