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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	Parametric Portfolio Associates Seattle, Washington	$202M	+$12.5M	20	0.4%	Increased
127	Eagle Asset Management St Petersburg, Florida	$200M	-$76M	5	1.12%	Reduced
128	State of Wisconsin Investment Board Madison, Wisconsin	$199M	+$2.99M	13	0.7%	Increased
129	Diamond Hill Capital Management Columbus, Ohio	$199M	-$22M	1	1.32%	Reduced
130	STRS Ohio Columbus, Ohio	$197M	+$4.79M	14	0.87%	Increased
131	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$197M	-$1.72M	16	0.48%	Reduced
132	Amundi Asset Management US Boston, Massachusetts	$192M	-$3.17M	4	0.7%	Reduced
133	HCM Highfields Capital Management Boston, Massachusetts	$191M	$0	1	1.72%	Maintained
134	Miller Howard Investments Kingston, New York	$189M	+$31.5M	2	2.55%	Increased
135	Davenport & Co Richmond, Virginia	$188M	+$905K	3	2.91%	Increased
136	Acadian Asset Management Boston, Massachusetts	$186M	-$9.57M	7	0.9%	Reduced
137	Gates Capital Management New York	$185M	-$9.74M	1	6.16%	Reduced
138	Nuveen Charlotte, North Carolina	$182M	-$53.8M	9	0.98%	Reduced
139	MP MSD Partners New York	$182M	+$42.1M	1	3.67%	Increased
140	MICM Matthews International Capital Management San Francisco, California	$181M	+$1.33M	2	6.29%	Increased
141	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$181M	-$8.99M	10	0.59%	Reduced
142	D.E. Shaw & Co New York	$181M	+$25.1M	16	0.27%	Increased
143	Beck Mack & Oliver New York	$179M	-$20.5M	3	4.66%	Reduced
144	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$178M	+$31.8M	1	4.67%	Increased
145	Markel Group Glen Allen, Virginia	$175M	+$779K	1	4.36%	Increased
146	Prudential plc London, England, United Kingdom	$171M	+$12.5M	1	0.65%	Increased
147	Edge Asset Management Seattle, Washington	$168M	-$11.8M	1	1.52%	Reduced
148	SSM Sound Shore Management Greenwich, Connecticut	$164M	+$13.7M	1	2.64%	Increased
149	Raymond James & Associates St Petersburg, Florida	$163M	+$25.2M	12	0.62%	Increased
150	New York State Teachers Retirement System (NYSTRS) Albany, New York	$163M	-$4.59M	10	0.42%	Reduced