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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	STRS Ohio Columbus, Ohio	$219M	-$13.4M	15	0.95%	Reduced
127	LSV Asset Management Chicago, Illinois	$217M	+$10.2M	3	0.4%	Increased
128	Capital Guardian Trust Los Angeles, California	$214M	+$959K	7	1.6%	Increased
129	Coatue Management New York	$213M	-$137M	1	2.05%	Reduced
130	Schroder Investment Management Group London, United Kingdom	$213M	-$28.3M	5	0.38%	Reduced
131	VFA Virtus Fund Advisers Hartford, Connecticut	$212M	+$32M	8	2%	Increased
132	Lyrical Asset Management New York	$211M	+$12.2M	1	3.39%	Increased
133	State Board of Administration of Florida Retirement System Tallahassee, Florida	$209M	+$5.37M	16	0.6%	Increased
134	Edge Asset Management Seattle, Washington	$207M	+$78.3M	2	1.56%	Increased
135	PNC Financial Services Group Pittsburgh, Pennsylvania	$206M	+$1.59M	18	0.23%	Increased
136	Korea Investment Corp Seoul, South Korea	$204M	-$10.4M	8	1.01%	Reduced
137	HRES Heitman Real Estate Securities Chicago, Illinois	$202M	+$40.1M	3	12.18%	Increased
138	OMERS Administration Corp Toronto, Ontario, Canada	$199M	+$62.4M	3	2.65%	Increased
139	Cooke & Bieler Philadelphia, Pennsylvania	$197M	+$70.2M	2	3.83%	Increased
140	Credit Agricole Montrouge Cedex, France	$197M	-$9.03M	14	0.6%	Reduced
141	BRIM Broad Run Investment Management Arlington, Virginia	$193M	+$6.01M	1	7.25%	Increased
142	Markel Group Glen Allen, Virginia	$192M	+$3.76M	1	4.32%	Increased
143	Sarasin & Partners London, United Kingdom	$190M	-$51.6M	3	3.7%	Reduced
144	ZP Zimmer Partners New York	$190M	+$176M	1	4.69%	Increased
145	Sustainable Growth Advisers Stamford, Connecticut	$189M	+$9.93M	1	3.21%	Increased
146	SC Schooner Capital Vero Beach, Florida	$187M	-$15.5M	1	100%	Reduced
147	Select Equity Group New York	$186M	+$72.7M	1	1.39%	Increased
148	Davenport & Co Richmond, Virginia	$185M	-$447K	2	2.64%	Reduced
149	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$182M	+$16.4M	1	1.57%	Increased
150	ACI AMP Capital Investors Sydney, Australia	$182M	+$57.2M	11	1.09%	Increased