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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	HSBC Holdings London, United Kingdom	$438M	+$48.1M	17	0.71%	Increased
102	Korea Investment Corp Seoul, South Korea	$433M	+$39.6M	8	1.33%	Increased
103	BAMCO Inc New York	$426M	-$1.24M	8	1.38%	Reduced
104	Eaton Vance Management Boston, Massachusetts	$425M	+$6.55M	18	0.63%	Increased
105	STRS Ohio Columbus, Ohio	$422M	+$51.4M	21	2.01%	Increased
106	DekaBank Deutsche Girozentrale Frankfurt, Germany	$417M	-$31.3M	15	1.23%	Reduced
107	Citigroup New York	$416M	-$21.6M	38	0.3%	Reduced
108	First Trust Advisors Wheaton, Illinois	$412M	-$34.2M	27	0.53%	Reduced
109	Axa Paris, France	$403M	+$8.25M	14	1.59%	Increased
110	Adage Capital Partners Boston, Massachusetts	$402M	+$50.3M	8	1%	Increased
111	Asset Management One Tokyo, Japan	$398M	-$15.6M	10	2.03%	Reduced
112	Bahl & Gaynor Cincinnati, Ohio	$393M	+$42M	6	2.61%	Increased
113	Pacer Advisors Malvern, Pennsylvania	$386M	-$20.9M	17	2.69%	Reduced
114	Davenport & Co Richmond, Virginia	$384M	-$1.02M	8	3.34%	Reduced
115	Canada Life Winnipeg, Manitoba, Canada	$384M	+$1.94M	22	1.09%	Increased
116	Allspring Global Investments Charlotte, North Carolina	$381M	-$22.1M	29	0.67%	Reduced
117	Schroder Investment Management Group London, United Kingdom	$372M	-$117M	14	0.62%	Reduced
118	Platinum Equity Advisors Beverly Hills, California	$369M	$0	1	22.41%	Maintained
119	Sustainable Growth Advisers Stamford, Connecticut	$364M	+$7.91M	1	2.72%	Increased
120	Markel Group Glen Allen, Virginia	$356M	$0	1	5.26%	Maintained
121	Artisan Partners Milwaukee, Wisconsin	$354M	-$23.1M	2	0.62%	Reduced
122	State of Wisconsin Investment Board Madison, Wisconsin	$351M	-$15.4M	23	1.12%	Reduced
123	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$335M	+$18M	4	1.37%	Increased
124	Lasalle Investment Management Securities Baltimore, Maryland	$333M	+$23.2M	3	14.34%	Increased
125	Allianz Asset Management Munich, Germany	$331M	-$190M	15	0.67%	Reduced