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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	Parnassus Investments San Francisco, California	$644M	+$22.9M	2	1.36%	Increased
102	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$644M	-$5.88M	25	0.83%	Reduced
103	Allianz Asset Management Munich, Germany	$633M	+$107M	20	0.49%	Increased
104	ACM AEW Capital Management Boston, Massachusetts	$609M	+$153M	3	18.1%	Increased
105	Axa Paris, France	$605M	+$9.55M	14	1.7%	Increased
106	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$603M	-$94.2M	7	1.29%	Reduced
107	DekaBank Deutsche Girozentrale Frankfurt, Germany	$599M	+$72M	19	1.67%	Increased
108	Wasatch Advisors Salt Lake City, Utah	$596M	-$19.5M	6	2.42%	Reduced
109	Lord, Abbett & Co Jersey City, New Jersey	$594M	+$11.2M	6	1.42%	Increased
110	Blackstone Inc New York	$590M	+$131M	4	1.31%	Increased
111	Asset Management One Tokyo, Japan	$583M	-$42.7M	15	2.23%	Reduced
112	State of Wisconsin Investment Board Madison, Wisconsin	$572M	+$49.4M	20	1.18%	Increased
113	Bessemer Group Woodbridge, New Jersey	$565M	-$31.3M	14	1.2%	Reduced
114	Duff & Phelps Investment Management Chicago, Illinois	$550M	-$6.65M	4	7.17%	Reduced
115	Sustainable Growth Advisers Stamford, Connecticut	$548M	+$481K	1	2.78%	Increased
116	Envestnet Asset Management Chicago, Illinois	$545M	+$41.3M	24	0.3%	Increased
117	Davenport & Co Richmond, Virginia	$539M	-$28.9M	10	3.81%	Reduced
118	STRS Ohio Columbus, Ohio	$525M	-$12.9M	21	1.98%	Reduced
119	GJL Gendell Jeffrey L	$522M	-$75.7K	1	44.78%	Reduced
120	Fiduciary Management Inc Milwaukee, Wisconsin	$519M	-$44.4M	3	3.87%	Reduced
121	Lasalle Investment Management Securities Baltimore, Maryland	$515M	-$47.8M	4	16.73%	Reduced
122	Renaissance Technologies New York	$509M	-$144M	26	0.66%	Reduced
123	AQR Capital Management Greenwich, Connecticut	$505M	+$13.8M	23	0.94%	Increased
124	Fiera Capital (Canada) Montreal, Quebec, Canada	$494M	-$2.56M	6	1.27%	Reduced
125	EARNEST Partners Atlanta, Georgia	$493M	-$64.4M	12	3.01%	Reduced