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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	Asset Management One Tokyo, Japan	$599M	-$61.2M	13	2.34%	Reduced
102	Allspring Global Investments Charlotte, North Carolina	$598M	-$56.6M	24	0.75%	Reduced
103	Allianz Asset Management Munich, Germany	$592M	+$10.9M	19	0.44%	Increased
104	EdgePoint Investment Group Toronto, Ontario, Canada	$584M	-$74.8M	1	4.69%	Reduced
105	ACM AEW Capital Management Boston, Massachusetts	$584M	-$53M	3	16.96%	Reduced
106	BC Partners Advisors New York	$583M	+$19.1M	1	3.8%	Increased
107	Renaissance Technologies New York	$573M	+$59.5M	24	0.67%	Increased
108	Duff & Phelps Investment Management Chicago, Illinois	$560M	-$14.2M	3	6.48%	Reduced
109	Davenport & Co Richmond, Virginia	$558M	+$2.23M	10	3.81%	Increased
110	Korea Investment Corp Seoul, South Korea	$557M	+$62.6M	9	1.38%	Increased
111	STRS Ohio Columbus, Ohio	$548M	-$37.1M	21	2.01%	Reduced
112	AQR Capital Management Greenwich, Connecticut	$546M	+$27M	22	1.04%	Increased
113	HSBC Holdings London, United Kingdom	$544M	-$143M	23	0.66%	Reduced
114	State of Wisconsin Investment Board Madison, Wisconsin	$543M	-$27.9M	21	1.13%	Reduced
115	Platinum Equity Advisors Beverly Hills, California	$531M	$0	1	21.12%	Maintained
116	Lasalle Investment Management Securities Baltimore, Maryland	$530M	+$22.1M	3	16.92%	Increased
117	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$523M	+$122M	17	1.85%	Increased
118	Canada Life Winnipeg, Manitoba, Canada	$516M	-$12.7M	22	1.07%	Reduced
119	Artisan Partners Milwaukee, Wisconsin	$509M	-$25M	3	0.67%	Reduced
120	EARNEST Partners Atlanta, Georgia	$507M	-$5.1M	13	3%	Reduced
121	Sustainable Growth Advisers Stamford, Connecticut	$506M	+$12.9M	1	2.8%	Increased
122	Fiduciary Management Inc Milwaukee, Wisconsin	$506M	+$11.8M	3	4.09%	Increased
123	BAMCO Inc New York	$504M	-$41.6M	8	1.24%	Reduced
124	Markel Group Glen Allen, Virginia	$493M	$0	1	5.85%	Maintained
125	Barclays London, United Kingdom	$493M	-$373M	32	0.39%	Reduced