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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	EARNEST Partners Atlanta, Georgia	$560M	-$27.6M	4	2.62%	Reduced
127	Adage Capital Partners Boston, Massachusetts	$558M	-$41.3M	8	1.03%	Reduced
128	EdgePoint Investment Group Toronto, Ontario, Canada	$557M	+$26.5M	2	4.7%	Increased
129	LPL Financial San Diego, California	$556M	+$92.4M	31	0.28%	Increased
130	Allianz Asset Management Munich, Germany	$554M	+$15.9M	15	0.82%	Increased
131	STRS Ohio Columbus, Ohio	$550M	+$50.4M	19	2.17%	Increased
132	Vaughan Nelson Investment Management Houston, Texas	$528M	-$118M	4	4.88%	Reduced
133	Corient Private Wealth Miami, Florida	$528M	-$19.8M	21	0.92%	Reduced
134	State Board of Administration of Florida Retirement System Tallahassee, Florida	$526M	-$32.7M	23	1.04%	Reduced
135	Nomura Asset Management Tokyo, Japan	$522M	+$34.2M	13	1.78%	Increased
136	Zurich Cantonal Bank Zurich, Switzerland	$521M	+$47.4M	26	1.69%	Increased
137	Man Group London, United Kingdom	$511M	+$65M	17	1.29%	Increased
138	CIBC World Market Toronto, Ontario, Canada	$500M	-$43.9M	13	1.15%	Reduced
139	VanEck Associates New York	$500M	+$20.4M	23	0.71%	Increased
140	Lasalle Investment Management Securities Baltimore, Maryland	$491M	+$31.4M	3	21.01%	Increased
141	Retirement Systems of Alabama Montgomery, Alabama	$488M	+$17.4M	11	1.89%	Increased
142	National Bank of Canada Montreal, Quebec, Canada	$483M	+$112M	24	0.66%	Increased
143	Soroban Capital Partners New York	$477M	+$59.2M	1	7%	Increased
144	APG Asset Management Amsterdam, Netherlands	$470M	-$5.3M	10	0.84%	Reduced
145	D.E. Shaw & Co New York	$464M	+$123M	17	0.43%	Increased
146	Fred Alger Management New York	$463M	+$68.3M	10	2.25%	Increased
147	Korea Investment Corp Seoul, South Korea	$457M	+$49M	10	1.15%	Increased
148	New York State Teachers Retirement System (NYSTRS) Albany, New York	$456M	-$21.1M	18	0.96%	Reduced
149	Ensign Peak Advisors Salt Lake City, Utah	$451M	+$17.9M	19	0.82%	Increased
150	Susquehanna International Group Bala Cynwyd, Pennsylvania	$441M	+$113M	33	0.08%	Increased