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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$183M -$3.79M 16 0.49% Reduced
127
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$180M +$17M 11 0.69% Increased
128
Tocqueville Asset Management
Tocqueville Asset Management
New York
$180M -$16.5M 11 2.37% Reduced
129
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$179M -$10.9M 10 0.47% Reduced
130
Brandes Investment Partners
Brandes Investment Partners
California
$176M -$39.2M 2 2.22% Reduced
131
Swiss National Bank
Swiss National Bank
Switzerland
$175M -$10.3M 16 0.69% Reduced
132
GMI
Greystone Managed Investments
Saskatchewan, Canada
$172M -$6.13M 1 3.15% Reduced
133
GC
GMT Capital
Georgia
$171M -$22.8M 3 3.7% Reduced
134
Citigroup
Citigroup
New York
$170M -$19.6M 23 0.17% Reduced
135
Eagle Asset Management
Eagle Asset Management
Florida
$169M -$21.9M 5 0.93% Reduced
136
Gates Capital Management
Gates Capital Management
New York
$167M +$157M 1 4.91% New
137
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$167M -$3.62M 9 0.99% Reduced
138
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$166M -$5M 19 0.22% Reduced
139
UBS
UBS
Switzerland
$163M +$34.5M 23 0.15% Increased
140
STRS Ohio
STRS Ohio
Ohio
$163M -$16.8M 15 0.73% Reduced
141
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$162M $0 3 0.64% Maintained
142
AC
Axon Capital
New York
$161M $0 1 7.7% Maintained
143
William Blair & Company
William Blair & Company
Illinois
$160M +$13.8M 9 0.26% Increased
144
Security Capital Research & Management
Security Capital Research & Management
Illinois
$160M -$72.8M 1 6.49% Reduced
145
RIM
Rainier Investment Management
Washington
$157M -$7.8M 2 1.87% Reduced
146
Victory Capital Management
Victory Capital Management
Texas
$156M -$22.9M 5 1.06% Reduced
147
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$151M -$19M 16 0.49% Reduced
148
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$151M -$8.53M 18 0.45% Reduced
149
Eaton Vance Management
Eaton Vance Management
Massachusetts
$150M +$14.9M 6 0.44% Increased
150
Edge Asset Management
Edge Asset Management
Washington
$150M +$1.41M 1 1.59% Increased
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