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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	JP Morgan Private Wealth Advisors San Francisco, California	$324M	+$21.4M	13	1.48%	Increased
127	Millennium Management New York	$322M	+$94.8M	22	0.44%	Increased
128	EARNEST Partners Atlanta, Georgia	$320M	-$31M	10	3.02%	Reduced
129	Prudential plc London, England, United Kingdom	$316M	+$46.9M	5	1.52%	Increased
130	Axa Paris, France	$315M	+$9.16M	13	1.24%	Increased
131	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$312M	-$164K	12	0.75%	Reduced
132	First Trust Advisors Wheaton, Illinois	$311M	-$39.9M	20	0.54%	Reduced
133	Alkeon Capital Management New York	$311M	+$40.7M	2	0.79%	Increased
134	State of Tennessee, Department of Treasury Nashville, Tennessee	$309M	+$57.2M	16	1.51%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$307M	-$21.7M	20	0.92%	Reduced
136	ZP Zimmer Partners New York	$302M	+$105M	4	4.1%	Increased
137	Schroder Investment Management Group London, United Kingdom	$299M	+$18.7M	12	0.54%	Increased
138	Korea Investment Corp Seoul, South Korea	$295M	-$6.46M	8	1.08%	Reduced
139	Fiera Capital (Canada) Montreal, Quebec, Canada	$291M	-$9.95M	5	0.98%	Reduced
140	HSBC Holdings London, United Kingdom	$291M	-$29.3M	19	0.55%	Reduced
141	HRES Heitman Real Estate Securities Chicago, Illinois	$286M	-$112M	3	15.76%	Reduced
142	Markel Group Glen Allen, Virginia	$286M	-$18	1	5.33%	Reduced
143	Envestnet Asset Management Chicago, Illinois	$284M	+$13.7M	25	0.28%	Increased
144	Winslow Capital Management Minneapolis, Minnesota	$280M	-$40.6M	1	1.36%	Reduced
145	Fiduciary Management Inc Milwaukee, Wisconsin	$277M	-$27.4M	1	2.32%	Reduced
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$266M	+$3.72M	15	1.52%	Increased
147	GJL Gendell Jeffrey L	$265M	-$10.3M	1	67.68%	Reduced
148	DekaBank Deutsche Girozentrale Frankfurt, Germany	$264M	+$127M	14	1.67%	Increased
149	Federated Hermes Pittsburgh, Pennsylvania	$259M	-$49.9M	15	0.64%	Reduced
150	William Blair Investment Management Chicago, Illinois	$259M	-$12.7M	2	1.05%	Reduced