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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	Wasatch Advisors Salt Lake City, Utah	$307M	+$5.16M	4	2.52%	Increased
127	EARNEST Partners Atlanta, Georgia	$306M	+$22.7M	11	2.4%	Increased
128	CIBC Private Wealth Group Atlanta, Georgia	$304M	+$80.6M	8	0.99%	Increased
129	State Board of Administration of Florida Retirement System Tallahassee, Florida	$301M	-$3.37M	20	0.73%	Reduced
130	Thrivent Financial for Lutherans Minneapolis, Minnesota	$299M	+$10.2M	18	0.85%	Increased
131	HRES Heitman Real Estate Securities Chicago, Illinois	$299M	+$16.5M	3	12.6%	Increased
132	Tiger Global Management New York	$296M	-$38.6M	1	1.63%	Reduced
133	SEI Investments Oaks, Pennsylvania	$291M	-$9.23M	23	0.87%	Reduced
134	STRS Ohio Columbus, Ohio	$288M	+$9.68M	17	1.21%	Increased
135	Winslow Capital Management Minneapolis, Minnesota	$274M	+$8.84M	1	1.42%	Increased
136	USS Investment Management London, United Kingdom	$273M	+$67.8M	3	2.66%	Increased
137	JP Morgan Private Wealth Advisors San Francisco, California	$272M	+$12.8M	11	1.23%	Increased
138	HSBC Holdings London, United Kingdom	$269M	+$22M	19	0.47%	Increased
139	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$265M	+$3.21M	6	0.73%	Increased
140	TCW Group Los Angeles, California	$261M	-$4.4M	6	2.9%	Reduced
141	Glenview Capital Management New York	$257M	+$11.4M	1	2.25%	Increased
142	Millennium Management New York	$250M	-$78.4M	27	0.31%	Reduced
143	Farallon Capital Management San Francisco, California	$243M	+$25.1M	1	1.64%	Increased
144	Raymond James Financial Services Advisors St. Petersburg, Florida	$241M	+$28.3M	18	0.77%	Increased
145	Sarasin & Partners London, United Kingdom	$240M	-$10.5M	3	3.66%	Reduced
146	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$239M	-$14.9M	12	0.57%	Reduced
147	Envestnet Asset Management Chicago, Illinois	$239M	+$32.5M	24	0.25%	Increased
148	Man Group London, United Kingdom	$238M	+$47.9M	15	0.78%	Increased
149	Baupost Group Boston, Massachusetts	$236M	$0	1	2.61%	Maintained
150	IAM Iridian Asset Management Westport, Connecticut	$235M	-$45.5M	2	3.86%	Reduced