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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	Fred Alger Management New York	$667M	+$114M	10	3.23%	Increased
127	VanEck Associates New York	$659M	+$110M	22	0.82%	Increased
128	Allianz Asset Management Munich, Germany	$654M	+$23.8M	16	0.91%	Increased
129	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$633M	-$11.2M	22	2.71%	Reduced
130	ACM AEW Capital Management Boston, Massachusetts	$627M	-$31.9M	4	27.01%	Reduced
131	Qube Research & Technologies (QRT) London, United Kingdom	$626M	-$121M	16	0.92%	Reduced
132	Nomura Asset Management Tokyo, Japan	$610M	+$18M	13	1.88%	Increased
133	National Bank of Canada Montreal, Quebec, Canada	$604M	+$41.1M	18	0.69%	Increased
134	STRS Ohio Columbus, Ohio	$603M	-$14.3M	19	2.32%	Reduced
135	D.E. Shaw & Co New York	$602M	+$59M	18	0.52%	Increased
136	CI Investments Inc Toronto, Ontario, Canada	$597M	+$65M	21	2.27%	Increased
137	Jane Street New York	$592M	-$214M	39	0.13%	Reduced
138	Soroban Capital Partners New York	$589M	-$18.6M	1	8.15%	Reduced
139	EARNEST Partners Atlanta, Georgia	$589M	-$9.23M	4	2.56%	Reduced
140	Zurich Cantonal Bank Zurich, Switzerland	$587M	+$4.39M	28	1.75%	Increased
141	Corient Private Wealth Miami, Florida	$586M	-$15.6M	20	0.91%	Reduced
142	State Board of Administration of Florida Retirement System Tallahassee, Florida	$582M	-$6.43M	24	1.11%	Reduced
143	Lasalle Investment Management Securities Baltimore, Maryland	$574M	+$18.5M	3	21.94%	Increased
144	Bahl & Gaynor Cincinnati, Ohio	$571M	-$37.7M	6	2.94%	Reduced
145	Man Group London, United Kingdom	$559M	-$30.8M	18	1.46%	Reduced
146	AGF Management Toronto, Ontario, Canada	$555M	+$30.2M	7	2.81%	Increased
147	Balyasny Asset Management Chicago, Illinois	$542M	-$91M	23	0.88%	Reduced
148	Driehaus Capital Management Chicago, Illinois	$534M	+$109M	7	4.58%	Increased
149	Davenport & Co Richmond, Virginia	$529M	+$4.76M	12	3%	Increased
150	Korea Investment Corp Seoul, South Korea	$503M	-$15.3M	10	1.19%	Reduced