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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	D.E. Shaw & Co New York	$359M	-$50M	22	0.44%	Reduced
102	ACI AMP Capital Investors Sydney, Australia	$357M	-$36.7M	13	1.99%	Reduced
103	Davenport & Co Richmond, Virginia	$351M	-$4.17M	3	4.19%	Reduced
104	Epoch Investment Partners New York	$333M	-$13M	3	1.52%	Reduced
105	First Trust Advisors Wheaton, Illinois	$332M	-$39.8M	20	0.63%	Reduced
106	Duff & Phelps Investment Management Chicago, Illinois	$332M	-$35.2M	4	4.49%	Reduced
107	ACM Adelante Capital Management Alameda, California	$327M	+$8.72M	3	15.96%	Increased
108	Fiera Capital (Canada) Montreal, Quebec, Canada	$325M	+$38.5M	4	1.21%	Increased
109	BAMCO Inc New York	$324M	+$46.8M	4	1.33%	Increased
110	Brookfield Public Securities Group New York	$320M	+$302M	4	3.13%	New
111	Millennium Management New York	$311M	-$44.5M	23	0.49%	Reduced
112	Markel Group Glen Allen, Virginia	$307M	+$903K	1	4.64%	Increased
113	Security Capital Research & Management Chicago, Illinois	$307M	-$20.3M	3	13.93%	Reduced
114	Baupost Group Boston, Massachusetts	$299M	$0	1	3.39%	Maintained
115	Trian Fund Management New York	$299M	$0	1	3.12%	Maintained
116	State of New Jersey Common Pension Fund D Trenton, New Jersey	$298M	+$73.7M	16	1.15%	Increased
117	SEI Investments Oaks, Pennsylvania	$294M	-$4.12M	22	0.75%	Reduced
118	State Board of Administration of Florida Retirement System Tallahassee, Florida	$294M	+$600K	20	0.77%	Increased
119	Lord, Abbett & Co Jersey City, New Jersey	$293M	-$29.9M	7	1%	Reduced
120	Macquarie Group Sydney, NSW 2000, Australia	$289M	-$15.7M	18	0.48%	Reduced
121	New York State Teachers Retirement System (NYSTRS) Albany, New York	$287M	+$5.79M	15	0.73%	Increased
122	HRES Heitman Real Estate Securities Chicago, Illinois	$286M	+$8.3M	4	13.43%	Increased
123	Citigroup New York	$285M	-$79.9M	30	0.23%	Reduced
124	AKRE Capital Management Middleburg, Virginia	$283M	+$270M	2	2.79%	New
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$280M	-$4.25M	18	0.87%	Reduced