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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	$235M	-$287K	18	1.05%	Reduced
127	State Board of Administration of Florida Retirement System Tallahassee, Florida	$232M	+$9.84M	18	0.65%	Increased
128	Coatue Management New York	$228M	-$660K	1	2.05%	Reduced
129	LSV Asset Management Chicago, Illinois	$226M	+$5.62M	3	0.4%	Increased
130	GJL Gendell Jeffrey L	$224M	$0	1	16.15%	Maintained
131	Bank of Nova Scotia Toronto, Ontario, Canada	$223M	-$14.4M	8	1.17%	Reduced
132	Barings Charlotte, North Carolina	$218M	+$180M	7	6.32%	Increased
133	Credit Agricole Montrouge Cedex, France	$217M	+$7.74M	14	0.71%	Increased
134	OMERS Administration Corp Toronto, Ontario, Canada	$216M	+$2.3M	3	2.73%	Increased
135	Sustainable Growth Advisers Stamford, Connecticut	$213M	+$10.4M	1	3.11%	Increased
136	Davenport & Co Richmond, Virginia	$212M	-$1.32M	2	2.8%	Reduced
137	Markel Group Glen Allen, Virginia	$210M	+$4M	1	4.48%	Increased
138	BRIM Broad Run Investment Management Arlington, Virginia	$209M	+$1.99M	1	7.32%	Increased
139	HRES Heitman Real Estate Securities Chicago, Illinois	$209M	-$12.7M	3	13.06%	Reduced
140	Select Equity Group New York	$205M	+$4.54M	1	1.46%	Increased
141	LCS Levin Capital Strategies New York	$205M	-$25.3M	6	3.58%	Reduced
142	ZP Zimmer Partners New York	$204M	$0	1	4.84%	Maintained
143	Sarasin & Partners London, United Kingdom	$195M	-$9.81M	3	3.82%	Reduced
144	NFA Nationwide Fund Advisors Columbus, Ohio	$192M	+$3.37M	20	0.77%	Increased
145	Fuller & Thaler Asset Management San Mateo, California	$192M	+$9.53M	6	2.51%	Increased
146	BWA Brave Warrior Advisors New York	$184M	-$73.4M	1	8.13%	Reduced
147	BAMCO Inc New York	$183M	+$8.61M	4	0.93%	Increased
148	USAA United Services Automobile Association San Antonio, Texas	$182M	+$1.11M	15	0.55%	Increased
149	TAM Third Avenue Management New York	$180M	-$121K	3	7.99%	Reduced
150	Barclays London, United Kingdom	$179M	+$40.6M	23	0.19%	Increased