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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	Schroder Investment Management Group London, United Kingdom	$203M	+$13.9M	7	0.4%	Increased
127	Egerton Capital (UK) London, United Kingdom	$203M	+$197M	1	2.78%	New
128	State of Wisconsin Investment Board Madison, Wisconsin	$202M	-$6.38M	13	0.7%	Reduced
129	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$202M	-$29.3M	9	0.75%	Reduced
130	STRS Ohio Columbus, Ohio	$201M	+$46.4M	13	0.88%	Increased
131	Beck Mack & Oliver New York	$200M	-$15.2M	3	5%	Reduced
132	USAA United Services Automobile Association San Antonio, Texas	$199M	+$4.24M	10	0.7%	Increased
133	Amundi Asset Management US Boston, Massachusetts	$198M	+$14.4M	3	0.71%	Increased
134	Parametric Portfolio Associates Seattle, Washington	$197M	+$12M	21	0.4%	Increased
135	First Trust Advisors Wheaton, Illinois	$192M	-$3.02M	17	0.56%	Reduced
136	Gates Capital Management New York	$192M	-$53.8M	1	6.75%	Reduced
137	Fiera Capital (Canada) Montreal, Quebec, Canada	$192M	+$48.6M	1	1.43%	Increased
138	Davenport & Co Richmond, Virginia	$191M	+$2.9M	3	2.93%	Increased
139	Temasek Holdings Singapore	$190M	+$71.2M	1	1.43%	Increased
140	Allianz Asset Management Munich, Germany	$188M	+$8M	10	0.22%	Increased
141	Barclays London, United Kingdom	$188M	-$20.4M	21	0.22%	Reduced
142	Two Sigma Investments New York	$188M	-$4.94M	15	0.88%	Reduced
143	MP MSD Partners New York	$183M	$0	1	4.32%	Maintained
144	MICM Matthews International Capital Management San Francisco, California	$180M	+$5.64M	2	6.3%	Increased
145	Edge Asset Management Seattle, Washington	$178M	+$22.7M	1	1.55%	Increased
146	Markel Group Glen Allen, Virginia	$178M	+$318K	1	4.5%	Increased
147	Millennium Management New York	$175M	-$43.9M	15	0.33%	Reduced
148	Adage Capital Partners Boston, Massachusetts	$173M	-$60.8M	5	0.42%	Reduced
149	New York State Teachers Retirement System (NYSTRS) Albany, New York	$173M	-$180K	10	0.44%	Reduced
150	Select Equity Group New York	$172M	-$6.19M	1	1.56%	Reduced