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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	Asset Management One Tokyo, Japan	$181M	+$193M	9	2.94%	New
127	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$181M	+$178M	4	3.53%	New
128	New York State Teachers Retirement System (NYSTRS) Albany, New York	$178M	+$182M	10	0.5%	New
129	Loomis, Sayles & Company Boston, Massachusetts	$177M	+$172M	4	0.63%	New
130	Fred Alger Management New York	$173M	+$172M	4	1.03%	New
131	Lasalle Investment Management Securities Baltimore, Maryland	$172M	+$185M	2	2.66%	New
132	State of Wisconsin Investment Board Madison, Wisconsin	$171M	+$175M	12	0.71%	New
133	Swiss National Bank Zurich, Switzerland	$166M	+$169M	16	0.73%	New
134	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$163M	+$168M	19	0.31%	New
135	STRS Ohio Columbus, Ohio	$163M	+$171M	13	0.7%	New
136	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$162M	+$166M	16	0.53%	New
137	State Board of Administration of Florida Retirement System Tallahassee, Florida	$161M	+$165M	16	0.53%	New
138	Columbia Wanger Asset Management Chicago, Illinois	$157M	+$161M	4	0.69%	New
139	PHAM Pacific Heights Asset Management San Francisco, California	$155M	+$167M	2	3.77%	New
140	PNC Financial Services Group Pittsburgh, Pennsylvania	$155M	+$150M	17	0.23%	New
141	Viking Global Investors Stamford, Connecticut	$155M	+$174M	1	0.86%	New
142	AQR Capital Management Greenwich, Connecticut	$154M	+$153M	16	0.55%	New
143	SFM Systematic Financial Management Teaneck, New Jersey	$152M	+$146M	5	1.3%	New
144	Acadian Asset Management Boston, Massachusetts	$152M	+$162M	4	1.06%	New
145	British Columbia Investment Management Victoria, British Columbia, Canada	$151M	+$159M	9	1.25%	New
146	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$151M	+$163M	13	1.14%	New
147	RhumbLine Advisers Boston, Massachusetts	$148M	+$152M	17	0.48%	New
148	Commerzbank Aktiengesellschaft Frankfurt, Germany	$147M	+$144M	8	0.65%	New
149	Eagle Asset Management St Petersburg, Florida	$144M	+$150M	8	0.96%	New
150	Two Sigma Investments New York	$144M	+$159M	12	1.01%	New