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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	Mirae Asset Global Investments Seoul, South Korea	$349M	+$1.35M	30	0.91%	Increased
127	Korea Investment Corp Seoul, South Korea	$344M	-$130M	8	1.08%	Reduced
128	Mitsubishi UFJ Asset Management Tokyo, Japan	$342M	+$52.8M	16	0.93%	Increased
129	Eagle Asset Management St Petersburg, Florida	$339M	+$8.75M	4	2.08%	Increased
130	State of Tennessee, Department of Treasury Nashville, Tennessee	$336M	+$23.7M	15	1.57%	Increased
131	Federated Hermes Pittsburgh, Pennsylvania	$335M	+$46.3K	16	0.93%	Increased
132	Vaughan Nelson Investment Management Houston, Texas	$327M	+$98.2M	5	4.24%	Increased
133	STT Singapore Technologies Telemedia Singapore	$327M	$0	1	100%	Maintained
134	Nomura Asset Management Tokyo, Japan	$324M	+$40.9M	11	1.88%	Increased
135	Public Employees Retirement Association of Colorado Denver, Colorado	$320M	-$3.55M	19	1.74%	Reduced
136	Davenport & Co Richmond, Virginia	$314M	-$60.9M	9	2.57%	Reduced
137	EdgePoint Investment Group Toronto, Ontario, Canada	$300M	-$9.31M	1	3.2%	Reduced
138	Fiera Capital (Canada) Montreal, Quebec, Canada	$296M	-$59.9M	5	0.92%	Reduced
139	BNP Paribas Asset Management Paris, France	$293M	+$45M	12	1.05%	Increased
140	Aviva London, United Kingdom	$293M	+$34.9M	11	1.44%	Increased
141	D.E. Shaw & Co New York	$292M	-$32.5M	22	0.32%	Reduced
142	EARNEST Partners Atlanta, Georgia	$290M	-$13.3M	11	1.78%	Reduced
143	Fiduciary Management Inc Milwaukee, Wisconsin	$280M	-$21.5M	2	2.84%	Reduced
144	First Trust Advisors Wheaton, Illinois	$279M	-$188M	23	0.33%	Reduced
145	Ensign Peak Advisors Salt Lake City, Utah	$277M	+$2.22M	17	0.62%	Increased
146	Fisher Asset Management Camas, Washington	$276M	+$49.2M	7	0.19%	Increased
147	Markel Group Glen Allen, Virginia	$274M	-$69.5M	1	3.68%	Reduced
148	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$274M	-$38.5M	13	1.58%	Reduced
149	Starboard Value New York	$271M	+$225M	2	5.19%	Increased
150	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$266M	+$12M	10	0.69%	Increased