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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	William Blair Investment Management Chicago, Illinois	$276M	+$81.8M	3	0.96%	Increased
127	Lasalle Investment Management Securities Baltimore, Maryland	$271M	-$11.9M	4	5.89%	Reduced
128	Frontier Capital Management Boston, Massachusetts	$267M	-$15.6M	4	1.72%	Reduced
129	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$264M	+$271M	1	1.64%	Increased
130	Farallon Capital Management San Francisco, California	$263M	+$266M	1	1.56%	New
131	Security Capital Research & Management Chicago, Illinois	$261M	+$9.55M	3	9.07%	Increased
132	Schroder Investment Management Group London, United Kingdom	$261M	-$86.9M	13	0.45%	Reduced
133	New York State Teachers Retirement System (NYSTRS) Albany, New York	$260M	-$3.65M	14	0.61%	Reduced
134	State Board of Administration of Florida Retirement System Tallahassee, Florida	$258M	+$5.26M	20	0.66%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$254M	+$35.9M	16	0.8%	Increased
136	STT Singapore Technologies Telemedia Singapore	$253M	+$20.2M	1	100%	Increased
137	Markel Group Glen Allen, Virginia	$252M	+$1.91M	1	4.25%	Increased
138	Thompson Siegel & Walmsley Richmond, Virginia	$251M	+$12M	9	3.21%	Increased
139	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$248M	+$43.7M	4	4.82%	Increased
140	BRIM Broad Run Investment Management Arlington, Virginia	$248M	+$2.97M	1	9.22%	Increased
141	D.E. Shaw & Co New York	$247M	-$17.7M	19	0.3%	Reduced
142	GJL Gendell Jeffrey L	$240M	$0	1	20.55%	Maintained
143	Two Sigma Investments New York	$238M	+$23.4M	14	0.65%	Increased
144	TCW Group Los Angeles, California	$236M	-$23.1M	7	1.94%	Reduced
145	SEI Investments Oaks, Pennsylvania	$236M	-$16.2M	19	0.85%	Reduced
146	Panagora Asset Management Boston, Massachusetts	$233M	-$34M	18	0.88%	Reduced
147	Wasatch Advisors Salt Lake City, Utah	$229M	+$17.5M	4	2.62%	Increased
148	Fiera Capital (Canada) Montreal, Quebec, Canada	$229M	-$9.56M	3	0.91%	Reduced
149	Barings Charlotte, North Carolina	$228M	-$48.3M	8	3.21%	Reduced
150	BAMCO Inc New York	$228M	+$34.8M	6	0.94%	Increased