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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	Adage Capital Partners Boston, Massachusetts	$422M	-$22.4M	11	1.04%	Reduced
102	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$420M	+$24.2M	21	0.71%	Increased
103	ACI AMP Capital Investors Sydney, Australia	$397M	+$28.5M	16	2.18%	Increased
104	Brookfield Public Securities Group New York	$395M	+$87.5M	4	4.15%	Increased
105	Security Capital Research & Management Chicago, Illinois	$375M	+$72.6M	3	15.71%	Increased
106	Swedbank Stockholm, Sweden	$371M	+$157M	1	1.51%	Increased
107	Lord, Abbett & Co Jersey City, New Jersey	$366M	+$43.8M	6	1.22%	Increased
108	Ensign Peak Advisors Salt Lake City, Utah	$365M	+$357M	18	0.96%	New
109	First Trust Advisors Wheaton, Illinois	$361M	+$8.22M	20	0.62%	Increased
110	AKRE Capital Management Middleburg, Virginia	$361M	+$51.7M	2	3.31%	Increased
111	Fiera Capital (Canada) Montreal, Quebec, Canada	$361M	+$7.3M	4	1.2%	Increased
112	Citigroup New York	$354M	+$56M	30	0.26%	Increased
113	Trian Fund Management New York	$347M	$0	1	3.66%	Maintained
114	Macquarie Group Sydney, NSW 2000, Australia	$342M	+$27.5M	17	0.49%	Increased
115	Davenport & Co Richmond, Virginia	$336M	-$70.9M	3	3.59%	Reduced
116	Markel Group Glen Allen, Virginia	$335M	+$698K	1	4.65%	Increased
117	ACM Adelante Capital Management Alameda, California	$325M	-$6.76M	3	16.09%	Reduced
118	ACM AEW Capital Management Boston, Massachusetts	$323M	+$1.53B	4	10.78%	New
119	Duff & Phelps Investment Management Chicago, Illinois	$322M	-$10.5M	3	4.25%	Reduced
120	Cooke & Bieler Philadelphia, Pennsylvania	$321M	+$50.3M	2	3.45%	Increased
121	State of New Jersey Common Pension Fund D Trenton, New Jersey	$321M	+$12.1M	19	1.21%	Increased
122	Kayne Anderson Rudnick Investment Management Los Angeles, California	$314M	+$26.9M	6	1.52%	Increased
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$311M	+$9.36M	14	0.72%	Increased
124	GJL Gendell Jeffrey L	$310M	$0	1	39.86%	Maintained
125	Epoch Investment Partners New York	$310M	-$45.8M	5	1.34%	Reduced