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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	New York State Common Retirement Fund Albany, New York	$997M	-$29.5M	32	1.39%	Reduced
127	SA Situational Awareness San Francisco, California	$985M	+$79.4M	6	7.2%	Increased
128	Nomura Asset Management Tokyo, Japan	$983M	+$50.2M	19	2.54%	Increased
129	Lazard Asset Management New York	$957M	+$89.9M	25	1.57%	Increased
130	Artisan Partners Milwaukee, Wisconsin	$952M	-$213M	6	1.53%	Reduced
131	Adage Capital Partners Boston, Massachusetts	$913M	-$104M	14	1.41%	Reduced
132	Tidal Investments Milwaukee, Wisconsin	$901M	+$190M	34	1.9%	Increased
133	Renaissance Technologies New York	$874M	-$130M	31	1.37%	Reduced
134	Alkeon Capital Management New York	$873M	+$97.2M	3	1.47%	Increased
135	Robeco Institutional Asset Management Rotterdam, Netherlands	$856M	+$177M	13	1.22%	Increased
136	Baillie Gifford & Co Edinburgh, United Kingdom	$839M	-$87.9M	6	0.86%	Reduced
137	Natixis Advisors Boston, Massachusetts	$838M	+$41.8M	18	1.17%	Increased
138	Asset Management One Tokyo, Japan	$833M	-$870K	19	2.46%	Reduced
139	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$829M	-$113M	5	2.72%	Reduced
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$816M	-$11.9M	11	1.31%	Reduced
141	PGGM Investments Zeist, Netherlands	$806M	-$128M	4	14.14%	Reduced
142	Bank of Nova Scotia Toronto, Ontario, Canada	$790M	-$12.6M	13	1.38%	Reduced
143	VH V3 Holding Rye, New York	$789M	$0	1	100%	Maintained
144	AMF Tjänstepension Stockholm, Sweden	$783M	-$66.1M	3	5.19%	Reduced
145	CIBC Asset Management Toronto, Ontario, Canada	$769M	-$121M	22	1.88%	Reduced
146	Royal London Asset Management United Kingdom	$756M	-$103M	13	1.59%	Reduced
147	Bessemer Group Woodbridge, New Jersey	$746M	-$42.4M	26	1.17%	Reduced
148	Thrivent Financial for Lutherans Minneapolis, Minnesota	$742M	+$215M	23	1.41%	Increased
149	Aviva London, United Kingdom	$737M	+$33.2M	15	1.24%	Increased
150	Balyasny Asset Management Chicago, Illinois	$726M	-$214M	29	0.94%	Reduced