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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	Lord, Abbett & Co Jersey City, New Jersey	$720M	+$29.4M	6	1.64%	Increased
102	Asset Management One Tokyo, Japan	$719M	+$12.6M	15	2.5%	Increased
103	Axa Paris, France	$717M	-$9.23M	17	1.83%	Reduced
104	Millennium Management New York	$707M	+$232M	35	0.36%	Increased
105	EdgePoint Investment Group Toronto, Ontario, Canada	$703M	-$85.1M	1	5.37%	Reduced
106	ACM AEW Capital Management Boston, Massachusetts	$701M	-$35.5M	3	18.27%	Reduced
107	Envestnet Asset Management Chicago, Illinois	$682M	+$40.2M	27	0.34%	Increased
108	Allspring Global Investments Charlotte, North Carolina	$675M	+$665M	24	0.75%	New
109	BAMCO Inc New York	$664M	-$28.5M	9	1.41%	Reduced
110	Bessemer Group Woodbridge, New Jersey	$647M	-$7.94M	15	1.3%	Reduced
111	State of Wisconsin Investment Board Madison, Wisconsin	$639M	-$24.3M	21	1.23%	Reduced
112	STRS Ohio Columbus, Ohio	$638M	+$14.3M	22	2.21%	Increased
113	Duff & Phelps Investment Management Chicago, Illinois	$619M	-$42.2M	4	7.27%	Reduced
114	Allianz Asset Management Munich, Germany	$611M	-$96.8M	23	0.42%	Reduced
115	Davenport & Co Richmond, Virginia	$599M	-$15.2M	10	3.94%	Reduced
116	Fred Alger Management New York	$592M	+$135M	8	1.48%	Increased
117	AQR Capital Management Greenwich, Connecticut	$582M	+$668K	22	1.06%	Increased
118	BC Partners Advisors New York	$581M	$0	1	2.72%	Maintained
119	GJL Gendell Jeffrey L	$578M	-$467K	1	46.9%	Reduced
120	ACI AMP Capital Investors Sydney, Australia	$574M	-$201M	6	16.22%	Reduced
121	Lasalle Investment Management Securities Baltimore, Maryland	$573M	-$35M	3	17.07%	Reduced
122	First Trust Advisors Wheaton, Illinois	$572M	+$85.8M	28	0.56%	Increased
123	Mirae Asset Global Investments Seoul, South Korea	$565M	+$90.5M	21	1.21%	Increased
124	Fiduciary Management Inc Milwaukee, Wisconsin	$563M	-$39.3M	3	4.14%	Reduced
125	Sustainable Growth Advisers Stamford, Connecticut	$562M	-$23.1M	1	2.87%	Reduced