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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
126	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.19B	+$105M	15	1.46%	Increased
127	HRT Financial New York	$1.19B	+$970M	36	2.17%	Increased
128	Artisan Partners Milwaukee, Wisconsin	$1.19B	-$69.4M	7	1.88%	Reduced
129	Resolution Capital Sydney, NSW, Australia	$1.18B	-$177M	3	21.67%	Reduced
130	T. Rowe Price Investment Management Baltimore, Maryland	$1.16B	-$324M	10	0.76%	Reduced
131	Zurich Cantonal Bank Zurich, Switzerland	$1.16B	-$214M	33	2.22%	Reduced
132	Canada Life Winnipeg, Manitoba, Canada	$1.16B	+$21.9M	18	1.85%	Increased
133	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.16B	-$22.6M	38	0.9%	Reduced
134	Hood River Capital Management Palm Beach Gardens, Florida	$1.15B	-$321M	8	8.37%	Reduced
135	CIBC World Market Toronto, Ontario, Canada	$1.15B	-$41.8M	20	1.84%	Reduced
136	Marshall Wace London, United Kingdom	$1.14B	+$256M	34	0.9%	Increased
137	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.14B	$0	15	1.92%	Maintained
138	First Manhattan New York	$1.11B	-$84.9M	9	2.83%	Reduced
139	Balyasny Asset Management Chicago, Illinois	$1.11B	+$122M	33	1.38%	Increased
140	Natixis Advisors Boston, Massachusetts	$1.08B	+$98.2M	23	1.21%	Increased
141	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.08B	-$183M	17	3.34%	Reduced
142	Acadian Asset Management Boston, Massachusetts	$1.08B	+$359M	26	1.28%	Increased
143	Alkeon Capital Management New York	$1.06B	-$43.1M	4	1.43%	Reduced
144	Squarepoint New York	$1.05B	+$236M	36	1.16%	Increased
145	Congress Asset Management Boston, Massachusetts	$1.04B	-$331M	12	6.42%	Reduced
146	Nomura Asset Management Tokyo, Japan	$998M	-$139M	17	2.14%	Reduced
147	Bank of Nova Scotia Toronto, Ontario, Canada	$996M	+$131M	16	1.51%	Increased
148	Driehaus Capital Management Chicago, Illinois	$996M	+$75M	20	5.77%	Increased
149	Lazard Asset Management New York	$982M	+$11.7M	32	1.49%	Increased
150	Baillie Gifford & Co Edinburgh, United Kingdom	$969M	-$71.7M	8	0.88%	Reduced