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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	Balyasny Asset Management Chicago, Illinois	$143M	+$58M	5	1.92%	Increased
152	Lasalle Investment Management Securities Baltimore, Maryland	$143M	-$25.6M	2	2.36%	Reduced
153	CM CS McKee Pittsburgh, Pennsylvania	$141M	-$7.18M	1	2.4%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$141M	+$12.4M	11	0.76%	Increased
155	Macquarie Group Sydney, NSW 2000, Australia	$140M	-$2.54M	12	0.27%	Reduced
156	USAA United Services Automobile Association San Antonio, Texas	$140M	+$1.13M	12	0.6%	Increased
157	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$133M	-$14.9M	11	0.96%	Reduced
158	NFA Nationwide Fund Advisors Columbus, Ohio	$133M	-$12.2M	17	0.6%	Reduced
159	KeyBank National Association Cleveland, Ohio	$132M	-$172M	7	0.91%	Reduced
160	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$131M	+$9.97M	10	0.81%	Increased
161	Edge Asset Management Seattle, Washington	$129M	+$28.6M	1	1.54%	Increased
162	SC Stralem & Co New York	$129M	-$9.83M	1	3.93%	Reduced
163	PHAM Pacific Heights Asset Management San Francisco, California	$128M	-$18.8M	2	3.49%	Reduced
164	Fidelity International Hamilton, Bermuda	$128M	+$27.4M	6	0.61%	Increased
165	Parametric Portfolio Associates Seattle, Washington	$128M	-$516K	19	0.35%	Reduced
166	Renaissance Technologies New York	$128M	+$8.08M	14	0.31%	Increased
167	Eaton Vance Management Boston, Massachusetts	$125M	-$9.23M	7	0.38%	Reduced
168	Fiera Capital (Canada) Montreal, Quebec, Canada	$124M	-$3.5M	2	1.27%	Reduced
169	Credit Agricole Montrouge Cedex, France	$124M	+$123M	12	0.54%	New
170	WCMNY Westchester Capital Management (New York) Valhalla, New York	$122M	-$23.8M	2	2.2%	Reduced
171	SSM Sound Shore Management Greenwich, Connecticut	$120M	-$35.5M	1	2.24%	Reduced
172	HRES Heitman Real Estate Securities Chicago, Illinois	$119M	-$12.7M	2	8.03%	Reduced
173	Markel Group Glen Allen, Virginia	$118M	+$1.79M	1	4.06%	Increased
174	I.G. Investment Management Winnipeg, Manitoba, Canada	$117M	+$4.6M	6	0.44%	Increased
175	MICM Matthews International Capital Management San Francisco, California	$115M	+$1.71M	2	5.87%	Increased