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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	T. Rowe Price Investment Management Baltimore, Maryland	$1.07B	+$156M	16	0.67%	Increased
102	Westfield Capital Management Boston, Massachusetts	$1.02B	-$142M	3	4.24%	Reduced
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.01B	-$131M	31	0.83%	Reduced
104	SA Situational Awareness San Francisco, California	$1.01B	+$478M	8	18.28%	Increased
105	BAMCO Inc New York	$1B	-$176M	9	2.71%	Reduced
106	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1B	+$13.2M	33	1%	Increased
107	CIBC Private Wealth Group Atlanta, Georgia	$993M	-$20M	34	1.68%	Reduced
108	EARNEST Partners Atlanta, Georgia	$980M	+$105M	7	4.2%	Increased
109	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$976M	+$47.5M	25	1.58%	Increased
110	VanEck Associates New York	$962M	-$191M	29	0.8%	Reduced
111	Marshall Wace London, United Kingdom	$962M	+$435M	30	0.88%	Increased
112	Boston Partners Boston, Massachusetts	$955M	-$438M	6	0.99%	Reduced
113	CIBC Asset Management Toronto, Ontario, Canada	$946M	-$50M	21	2.28%	Reduced
114	Aberdeen Group Edinburgh, United Kingdom	$939M	+$13.8M	15	1.45%	Increased
115	Allspring Global Investments Charlotte, North Carolina	$923M	+$83.4M	20	1.5%	Increased
116	Artisan Partners Milwaukee, Wisconsin	$908M	-$182M	6	1.36%	Reduced
117	VH V3 Holding Rye, New York	$905M	-$80.1M	1	100%	Reduced
118	Nordea Investment Management Stockholm, Sweden	$899M	-$311M	14	0.77%	Reduced
119	DekaBank Deutsche Girozentrale Frankfurt, Germany	$895M	-$5.58M	15	1.55%	Reduced
120	Hood River Capital Management Palm Beach Gardens, Florida	$889M	-$21.3M	5	9.74%	Reduced
121	Adage Capital Partners Boston, Massachusetts	$886M	-$10.7M	13	1.34%	Reduced
122	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$885M	+$26.3M	4	12.99%	Increased
123	Kayne Anderson Rudnick Investment Management Los Angeles, California	$883M	-$121M	15	2.37%	Reduced
124	Allianz Asset Management Munich, Germany	$880M	+$9.15M	15	0.89%	Increased
125	Canada Life Winnipeg, Manitoba, Canada	$866M	-$151M	18	1.51%	Reduced