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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	State of Wisconsin Investment Board Madison, Wisconsin	$202M	+$8.67M	12	0.78%	Increased
127	ClearBridge Investments New York	$198M	-$110M	6	0.23%	Reduced
128	EARNEST Partners Atlanta, Georgia	$191M	-$9.13M	4	1.95%	Reduced
129	APG Asset Management Amsterdam, Netherlands	$189M	+$186K	8	0.43%	Increased
130	Edge Asset Management Seattle, Washington	$186M	-$10.7M	1	1.8%	Reduced
131	Barclays London, United Kingdom	$182M	+$84.3M	19	0.22%	Increased
132	Davenport & Co Richmond, Virginia	$167M	-$10.7K	2	2.71%	Reduced
133	USAA United Services Automobile Association San Antonio, Texas	$167M	-$2.58M	13	0.6%	Reduced
134	Miller Howard Investments Kingston, New York	$164M	-$15.9M	2	2.93%	Reduced
135	HRES Heitman Real Estate Securities Chicago, Illinois	$162M	-$85.2M	2	4.49%	Reduced
136	Royce & Associates New York	$161M	-$43.9M	8	0.96%	Reduced
137	MICM Matthews International Capital Management San Francisco, California	$160M	-$15.8M	1	7.15%	Reduced
138	Citadel Advisors Miami, Florida	$160M	-$9.25M	18	0.17%	Reduced
139	Pictet Asset Management (UK) London, United Kingdom	$160M	+$21.9M	6	0.68%	Increased
140	New York State Teachers Retirement System (NYSTRS) Albany, New York	$160M	+$2.57M	10	0.42%	Increased
141	Markel Group Glen Allen, Virginia	$159M	+$802K	1	4.3%	Increased
142	Acadian Asset Management Boston, Massachusetts	$156M	-$11.8M	8	0.82%	Reduced
143	D.E. Shaw & Co New York	$156M	+$15.8M	17	0.23%	Increased
144	MP MSD Partners New York	$155M	$0	1	6.57%	Maintained
145	First Trust Advisors Wheaton, Illinois	$153M	+$9.98M	16	0.4%	Increased
146	BNP Paribas Asset Management Paris, France	$150M	+$654K	10	1.27%	Increased
147	SSM Sound Shore Management Greenwich, Connecticut	$150M	-$5.52M	1	2.73%	Reduced
148	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$149M	-$3.09M	1	5.66%	Reduced
149	Asset Management One Tokyo, Japan	$149M	-$4.29M	12	2.22%	Reduced
150	GJL Gendell Jeffrey L	$148M	$0	1	27.08%	Maintained