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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	Alkeon Capital Management New York	$277M	-$13.4M	1	0.98%	Reduced
127	STRS Ohio Columbus, Ohio	$273M	-$37.3M	16	1.19%	Reduced
128	Wasatch Advisors Salt Lake City, Utah	$269M	+$10.2M	4	2.56%	Increased
129	Tiger Global Management New York	$268M	$0	2	1.42%	Maintained
130	Kayne Anderson Rudnick Investment Management Los Angeles, California	$263M	+$5.08M	6	1.37%	Increased
131	Winslow Capital Management Minneapolis, Minnesota	$262M	+$244M	1	1.43%	New
132	JP Morgan Private Wealth Advisors San Francisco, California	$254M	+$13.5M	11	1.32%	Increased
133	TCW Group Los Angeles, California	$254M	-$3.91M	6	2.89%	Reduced
134	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$251M	+$10.4M	6	0.8%	Increased
135	GJL Gendell Jeffrey L	$249M	$0	1	35.5%	Maintained
136	Sarasin & Partners London, United Kingdom	$247M	-$21.4M	3	4.09%	Reduced
137	HSBC Holdings London, United Kingdom	$244M	-$6.26M	18	0.45%	Reduced
138	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$241M	+$61.4M	11	0.62%	Increased
139	IAM Iridian Asset Management Westport, Connecticut	$240M	-$20.4M	3	3.76%	Reduced
140	SSM Sound Shore Management Greenwich, Connecticut	$240M	-$8.73M	2	4.99%	Reduced
141	Cooke & Bieler Philadelphia, Pennsylvania	$240M	-$1.81M	2	4.09%	Reduced
142	EARNEST Partners Atlanta, Georgia	$238M	+$3.68M	11	2.15%	Increased
143	BRIM Broad Run Investment Management Arlington, Virginia	$234M	-$15.1M	1	10.01%	Reduced
144	CIBC Private Wealth Group Atlanta, Georgia	$227M	+$33.9M	9	0.8%	Increased
145	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$226M	-$9.96M	16	1.21%	Reduced
146	Public Employees Retirement Association of Colorado Denver, Colorado	$225M	+$41K	18	1.37%	Increased
147	Jennison Associates New York	$219M	-$17.9M	7	0.23%	Reduced
148	Farallon Capital Management San Francisco, California	$214M	-$6.16M	1	1.62%	Reduced
149	Loomis, Sayles & Company Boston, Massachusetts	$212M	+$34.5M	9	0.41%	Increased
150	Eaton Vance Management Boston, Massachusetts	$212M	+$48.9M	13	0.45%	Increased