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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	VOYA Investment Management Atlanta, Georgia	$508M	+$39M	22	1.03%	Increased
102	Stifel Financial St. Louis, Missouri	$507M	+$13.2M	24	0.9%	Increased
103	Macquarie Group Sydney, NSW 2000, Australia	$504M	+$2.29M	24	0.74%	Increased
104	SEI Investments Oaks, Pennsylvania	$492M	-$33.1M	25	1.27%	Reduced
105	D.E. Shaw & Co New York	$489M	-$17.4M	21	0.44%	Reduced
106	Pacer Advisors Malvern, Pennsylvania	$486M	+$116M	16	9.12%	Increased
107	Brookfield Corp Toronto, Ontario, Canada	$484M	-$7.38M	4	2.11%	Reduced
108	Brown Advisory Baltimore, Maryland	$472M	+$45.8M	10	0.84%	Increased
109	HSBC Holdings London, United Kingdom	$469M	+$77.2M	25	0.62%	Increased
110	STRS Ohio Columbus, Ohio	$468M	-$25.4M	19	1.81%	Reduced
111	Schroder Investment Management Group London, United Kingdom	$463M	+$104M	16	0.65%	Increased
112	Lord, Abbett & Co Jersey City, New Jersey	$462M	-$2.16M	7	1.22%	Reduced
113	Tiger Global Management New York	$453M	-$122M	2	1.16%	Reduced
114	Wasatch Advisors Salt Lake City, Utah	$448M	-$58.5M	5	2.2%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$447M	-$33.9M	18	1.04%	Reduced
116	Ensign Peak Advisors Salt Lake City, Utah	$445M	+$31.6M	17	1.01%	Increased
117	Impax Asset Management Group London, United Kingdom	$443M	+$163M	7	2.82%	Increased
118	AQR Capital Management Greenwich, Connecticut	$439M	-$30.6M	22	0.78%	Reduced
119	Duff & Phelps Investment Management Chicago, Illinois	$436M	-$12M	4	6.34%	Reduced
120	Barclays London, United Kingdom	$434M	-$46M	24	0.23%	Reduced
121	ACM AEW Capital Management Boston, Massachusetts	$433M	-$18.8M	3	15.63%	Reduced
122	Epoch Investment Partners New York	$420M	+$9.59M	4	1.93%	Increased
123	Sustainable Growth Advisers Stamford, Connecticut	$419M	+$61.9M	1	2.73%	Increased
124	ACI AMP Capital Investors Sydney, Australia	$416M	-$128M	15	2.24%	Reduced
125	Korea Investment Corp Seoul, South Korea	$415M	+$34.8M	9	1.25%	Increased