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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$149M	+$1.75M	10	0.42%	Increased
152	abrdn Investment Management Edinburgh, United Kingdom	$146M	-$16.6M	1	0.63%	Reduced
153	SSM Sound Shore Management Greenwich, Connecticut	$146M	-$6.88M	1	2.75%	Reduced
154	Acadian Asset Management Boston, Massachusetts	$145M	-$19.8M	7	0.79%	Reduced
155	MICM Matthews International Capital Management San Francisco, California	$142M	-$7.77M	1	6.32%	Reduced
156	AGF Investments Inc Toronto, Ontario, Canada	$142M	+$23.1M	4	1.79%	Increased
157	Raymond James & Associates St Petersburg, Florida	$141M	-$14.3M	11	0.58%	Reduced
158	Sustainable Growth Advisers Stamford, Connecticut	$138M	-$16.9M	1	3.02%	Reduced
159	Asset Management One Tokyo, Japan	$137M	-$5.15M	11	2.08%	Reduced
160	Stifel Financial St. Louis, Missouri	$136M	-$1.44M	14	0.76%	Reduced
161	BNP Paribas Asset Management Paris, France	$135M	+$34M	10	1.19%	Increased
162	BRIM Broad Run Investment Management Arlington, Virginia	$135M	+$35.3M	1	7.66%	Increased
163	Fiera Capital (Canada) Montreal, Quebec, Canada	$134M	-$9.1M	1	1.11%	Reduced
164	First Trust Advisors Wheaton, Illinois	$133M	-$71.7M	16	0.38%	Reduced
165	Horizon Kinetics New York	$133M	-$59.7M	1	2.41%	Reduced
166	ACM Adelante Capital Management Alameda, California	$132M	+$14.2M	2	6.31%	Increased
167	RhumbLine Advisers Boston, Massachusetts	$131M	+$2.82M	17	0.45%	Increased
168	AL AJO LP Philadelphia, Pennsylvania	$129M	-$23M	4	0.59%	Reduced
169	Wasatch Advisors Salt Lake City, Utah	$129M	-$4M	4	1.72%	Reduced
170	Fidelity International Hamilton, Bermuda	$127M	-$114M	3	0.44%	Reduced
171	D.E. Shaw & Co New York	$125M	-$48.5M	17	0.18%	Reduced
172	USS Investment Management London, United Kingdom	$124M	+$19.7M	1	2.21%	Increased
173	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$123M	+$8.75M	3	5.93%	Increased
174	Pictet Asset Management (UK) London, United Kingdom	$123M	+$24.7M	6	0.54%	Increased
175	State Board of Administration of Florida Retirement System Tallahassee, Florida	$122M	+$984K	16	0.47%	Increased