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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	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$206M	-$16.4M	3	4.74%	Reduced
152	USAA United Services Automobile Association San Antonio, Texas	$205M	+$12.9M	18	0.54%	Increased
153	Alkeon Capital Management New York	$204M	$0	2	0.95%	Maintained
154	HCM Highline Capital Management New York	$200M	+$95M	1	6.71%	Increased
155	Brown Advisory Baltimore, Maryland	$194M	-$9.28M	13	0.6%	Reduced
156	BAMCO Inc New York	$191M	-$776K	5	0.84%	Reduced
157	Cooke & Bieler Philadelphia, Pennsylvania	$190M	+$17M	2	3.41%	Increased
158	VOYA Investment Management Atlanta, Georgia	$190M	-$120M	20	0.4%	Reduced
159	Citigroup New York	$188M	+$29.2M	29	0.17%	Increased
160	1WCM 12 West Capital Management New York	$181M	+$49.7M	1	14.96%	Increased
161	HSBC Holdings London, United Kingdom	$177M	-$51M	15	0.31%	Reduced
162	TAM Third Avenue Management New York	$175M	-$3.52M	3	8.69%	Reduced
163	Aviva London, United Kingdom	$174M	+$4.99M	10	1.03%	Increased
164	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$174M	+$11M	17	0.88%	Increased
165	William Blair Investment Management Chicago, Illinois	$173M	-$3.26M	4	0.64%	Reduced
166	CIBC Private Wealth Group Atlanta, Georgia	$173M	+$2.83M	17	0.7%	Increased
167	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$173M	+$88M	3	1.48%	Increased
168	Axa Paris, France	$172M	+$31.7M	11	0.66%	Increased
169	Manning & Napier Group Fairport, New York	$170M	+$95.3M	8	1.67%	Increased
170	Public Employees Retirement Association of Colorado Denver, Colorado	$167M	-$1M	19	1.08%	Reduced
171	Man Group London, United Kingdom	$165M	-$24.8M	14	0.68%	Reduced
172	IAM Iridian Asset Management Westport, Connecticut	$164M	+$74.9M	2	1.51%	Increased
173	Fuller & Thaler Asset Management San Mateo, California	$163M	+$16.1M	6	1.76%	Increased
174	Confluence Investment Management St. Louis, Missouri	$162M	-$10.1M	2	2.85%	Reduced
175	Korea Investment Corp Seoul, South Korea	$162M	-$19.2M	10	0.74%	Reduced