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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
151	Tocqueville Asset Management New York	$144M	+$137M	7	1.94%	New
152	Brookfield Corp Toronto, Ontario, Canada	$143M	+$179M	2	0.74%	New
153	HRES Heitman Real Estate Securities Chicago, Illinois	$142M	+$152M	2	9.06%	New
154	NFA Nationwide Fund Advisors Columbus, Ohio	$140M	+$145M	17	0.74%	New
155	RIM Rainier Investment Management Seattle, Washington	$139M	+$142M	2	1.26%	New
156	Macquarie Group Sydney, NSW 2000, Australia	$139M	+$144M	12	0.3%	New
157	ACI AMP Capital Investors Sydney, Australia	$137M	+$146M	9	1.07%	New
158	WCMNY Westchester Capital Management (New York) Valhalla, New York	$137M	+$144M	2	2.55%	New
159	Williams Jones & Associates New York	$135M	+$130M	3	6.73%	New
160	SSM Sound Shore Management Greenwich, Connecticut	$134M	+$125M	1	2.61%	New
161	MICM Matthews International Capital Management San Francisco, California	$133M	+$143M	2	7.46%	New
162	SC Stralem & Co New York	$133M	+$127M	1	4.02%	New
163	USAA United Services Automobile Association San Antonio, Texas	$133M	+$130M	12	0.62%	New
164	Duff & Phelps Investment Management Chicago, Illinois	$130M	+$140M	2	2.26%	New
165	CIBC Asset Management Toronto, Ontario, Canada	$129M	+$133M	8	0.88%	New
166	CM CS McKee Pittsburgh, Pennsylvania	$129M	+$124M	1	2.19%	New
167	Highbridge Capital Management New York	$127M	+$127M	3	1.26%	New
168	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$125M	+$130M	11	0.71%	New
169	Eaton Vance Management Boston, Massachusetts	$125M	+$121M	8	0.38%	New
170	Thornburg Investment Management Santa Fe, New Mexico	$123M	+$131M	1	0.56%	New
171	Parametric Portfolio Associates Seattle, Washington	$122M	+$123M	19	0.35%	New
172	Fiera Capital (Canada) Montreal, Quebec, Canada	$121M	+$124M	2	1.31%	New
173	Panagora Asset Management Boston, Massachusetts	$118M	+$133M	15	0.6%	New
174	Edge Asset Management Seattle, Washington	$118M	+$126M	1	1.48%	New
175	Farallon Capital Management San Francisco, California	$116M	+$131M	1	2.23%	New