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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	STRS Ohio Columbus, Ohio	$353M	+$85.4M	19	1.86%	Increased
102	Security Capital Research & Management Chicago, Illinois	$352M	-$37.4M	3	19.5%	Reduced
103	HRES Heitman Real Estate Securities Chicago, Illinois	$349M	+$63.2M	3	19.8%	Increased
104	Kayne Anderson Rudnick Investment Management Los Angeles, California	$337M	+$60M	7	1.92%	Increased
105	SEI Investments Oaks, Pennsylvania	$333M	+$59.6M	24	1.22%	Increased
106	Tiger Global Management New York	$332M	$0	1	2%	Maintained
107	GQG Partners Ft. Lauderdale, Florida	$330M	+$233M	2	2.27%	Increased
108	Macquarie Group Sydney, NSW 2000, Australia	$326M	+$43.4M	21	0.67%	Increased
109	Barclays London, United Kingdom	$323M	-$234M	23	0.26%	Reduced
110	AKRE Capital Management Middleburg, Virginia	$321M	+$60.3M	2	3.12%	Increased
111	State of New Jersey Common Pension Fund D Trenton, New Jersey	$320M	+$23.4M	19	1.55%	Increased
112	Beutel, Goodman & Co Toronto, Ontario, Canada	$314M	-$6.7M	2	2.93%	Reduced
113	Lord, Abbett & Co Jersey City, New Jersey	$313M	+$6.35M	7	1.39%	Increased
114	First Trust Advisors Wheaton, Illinois	$305M	-$14.2M	19	0.69%	Reduced
115	D.E. Shaw & Co New York	$304M	-$56.9M	21	0.47%	Reduced
116	ACM AEW Capital Management Boston, Massachusetts	$304M	-$20.3M	2	14.59%	Reduced
117	State Board of Administration of Florida Retirement System Tallahassee, Florida	$301M	+$24.2M	20	0.91%	Increased
118	New York State Teachers Retirement System (NYSTRS) Albany, New York	$301M	+$15.3M	15	0.91%	Increased
119	Ensign Peak Advisors Salt Lake City, Utah	$296M	-$37.7M	17	0.99%	Reduced
120	Winslow Capital Management Minneapolis, Minnesota	$286M	-$6.64M	1	1.75%	Reduced
121	HSBC Holdings London, United Kingdom	$286M	+$33.3M	20	0.66%	Increased
122	Wasatch Advisors Salt Lake City, Utah	$283M	-$4.86M	4	2.95%	Reduced
123	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$280M	+$59.9M	12	0.81%	Increased
124	Thrivent Financial for Lutherans Minneapolis, Minnesota	$279M	-$4.78M	18	1%	Reduced
125	Fiduciary Management Inc Milwaukee, Wisconsin	$272M	+$129M	1	2.37%	Increased