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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
$185M +$4.97M 16 0.48% Increased
127
MP
MSD Partners
New York
$183M +$51.8M 1 6.03% Increased
128
Royce & Associates
Royce & Associates
New York
$182M -$25.9M 8 0.97% Reduced
129
VOYA Investment Management
VOYA Investment Management
Georgia
$182M +$62M 17 0.46% Increased
130
APG Asset Management
APG Asset Management
Netherlands
$180M -$20.9M 8 0.41% Reduced
131
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$180M -$15.7M 4 0.38% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$179M -$5.14M 12 0.69% Reduced
133
EARNEST Partners
EARNEST Partners
Georgia
$177M +$29.7M 4 1.73% Increased
134
UBS Group
UBS Group
Switzerland
$174M -$20.8M 27 0.12% Reduced
135
TP
Tesuji Partners
New Jersey
$173M +$173M 1 11.19% New
136
Edge Asset Management
Edge Asset Management
Washington
$170M +$5.39M 1 1.7% Increased
137
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$168M +$1.73M 9 0.69% Increased
138
Davenport & Co
Davenport & Co
Virginia
$167M +$2.19M 3 2.8% Increased
139
USAA
United Services Automobile Association
Texas
$166M -$4.4M 12 0.62% Reduced
140
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$166M +$87M 5 0.5% Increased
141
Citadel Advisors
Citadel Advisors
Florida
$162M -$128M 16 0.15% Reduced
142
Miller Howard Investments
Miller Howard Investments
New York
$162M -$6.93M 2 2.68% Reduced
143
RS Investment Management
RS Investment Management
California
$159M +$4.16M 3 1.42% Increased
144
Markel Group
Markel Group
Virginia
$158M +$598K 1 4.16% Increased
145
Millennium Management
Millennium Management
New York
$158M -$103M 16 0.31% Reduced
146
Gates Capital Management
Gates Capital Management
New York
$155M +$4.35M 1 5.99% Increased
147
TAM
Third Avenue Management
New York
$152M +$13.6M 3 4.14% Increased
148
GMI
Greystone Managed Investments
Saskatchewan, Canada
$151M -$8.34M 1 5.6% Reduced
149
Farallon Capital Management
Farallon Capital Management
California
$150M +$172M 1 1.98% New
150
Beck Mack & Oliver
Beck Mack & Oliver
New York
$149M -$4.53M 4 4.51% Reduced
4 5
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