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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	British Columbia Investment Management Victoria, British Columbia, Canada	$149M	-$5.24M	9	1.18%	Reduced
152	Susquehanna International Group Bala Cynwyd, Pennsylvania	$149M	+$56.8M	17	0.07%	Increased
153	Renaissance Technologies New York	$147M	+$2.31M	13	0.35%	Increased
154	Sculptor Capital New York	$146M	-$123M	3	0.38%	Reduced
155	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$146M	+$3.63M	2	14.23%	Increased
156	William Blair & Company Chicago, Illinois	$140M	-$14.8M	8	0.23%	Reduced
157	Macquarie Group Sydney, NSW 2000, Australia	$140M	-$83.7K	11	0.25%	Reduced
158	NFA Nationwide Fund Advisors Columbus, Ohio	$139M	-$2.49M	17	0.58%	Reduced
159	AQR Capital Management Greenwich, Connecticut	$138M	-$2.82M	15	0.41%	Reduced
160	Edge Asset Management Seattle, Washington	$137M	+$17.9M	1	1.49%	Increased
161	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$135M	-$31.5M	3	2.88%	Reduced
162	EC Eminence Capital New York	$135M	+$85.4M	1	2.39%	Increased
163	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$135M	-$173K	11	0.92%	Reduced
164	Duff & Phelps Investment Management Chicago, Illinois	$134M	-$6.91M	2	2.34%	Reduced
165	Eaton Vance Management Boston, Massachusetts	$133M	-$4.11M	6	0.38%	Reduced
166	Parametric Portfolio Associates Seattle, Washington	$133M	-$750K	19	0.32%	Reduced
167	Acadian Asset Management Boston, Massachusetts	$132M	-$12.6M	5	0.74%	Reduced
168	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$132M	-$6.27M	10	0.82%	Reduced
169	EPCM Eton Park Capital Management New York	$129M	+$62.6M	1	2.4%	Increased
170	Lord, Abbett & Co Jersey City, New Jersey	$129M	-$111M	5	0.29%	Reduced
171	WCMNY Westchester Capital Management (New York) Valhalla, New York	$127M	+$2.89M	3	1.88%	Increased
172	KeyBank National Association Cleveland, Ohio	$127M	-$14.4M	7	0.83%	Reduced
173	I.G. Investment Management Winnipeg, Manitoba, Canada	$126M	+$3.01M	8	0.46%	Increased
174	CM CS McKee Pittsburgh, Pennsylvania	$125M	-$24.9M	1	2.45%	Reduced
175	Fiera Capital (Canada) Montreal, Quebec, Canada	$125M	-$2.83M	2	1.03%	Reduced