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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	Alkeon Capital Management New York	$168M	+$14M	1	1.09%	Increased
152	Sarasin & Partners London, United Kingdom	$168M	-$2.42M	3	3.65%	Reduced
153	EARNEST Partners Atlanta, Georgia	$167M	-$1.88M	10	1.82%	Reduced
154	STT Singapore Technologies Telemedia Singapore	$166M	$0	1	100%	Maintained
155	LCS Levin Capital Strategies New York	$166M	+$15.7M	4	3.65%	Increased
156	Kayne Anderson Rudnick Investment Management Los Angeles, California	$165M	+$885K	4	1.14%	Increased
157	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$163M	-$1.9M	15	0.95%	Reduced
158	USAA United Services Automobile Association San Antonio, Texas	$162M	-$6.75M	18	0.47%	Reduced
159	BAMCO Inc New York	$162M	-$26.6M	6	0.82%	Reduced
160	Guardian Capital (Canada) Toronto, Ontario, Canada	$160M	+$2.33M	4	3.33%	Increased
161	SA SPO Advisory San Anselmo, California	$158M	-$269M	1	7.48%	Reduced
162	State of New Jersey Common Pension Fund D Trenton, New Jersey	$158M	+$19.6M	12	0.67%	Increased
163	RC Rivulet Capital Summit, New Jersey	$157M	+$64.7M	1	16.2%	Increased
164	JP Morgan Private Wealth Advisors San Francisco, California	$153M	-$4.71M	11	0.93%	Reduced
165	Public Employees Retirement Association of Colorado Denver, Colorado	$153M	+$9.81M	20	1.1%	Increased
166	Retirement Systems of Alabama Montgomery, Alabama	$152M	+$3.43M	10	0.84%	Increased
167	CIBC Private Wealth Group Atlanta, Georgia	$152M	-$3.01M	8	0.68%	Reduced
168	TIAAOA Teachers Insurance & Annuity Association of America New York	$144M	+$12M	6	11.03%	Increased
169	Fuller & Thaler Asset Management San Mateo, California	$143M	+$19.9M	4	2.06%	Increased
170	Man Group London, United Kingdom	$143M	-$27.7M	16	0.64%	Reduced
171	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$142M	-$4.68M	5	0.97%	Reduced
172	Harris Associates Chicago, Illinois	$142M	-$306M	2	0.29%	Reduced
173	Schroder Investment Management Group London, United Kingdom	$141M	-$67.4M	11	0.25%	Reduced
174	Santa Barbara Asset Management Los Angeles, California	$140M	+$19.4M	1	2.25%	Increased
175	IAM Iridian Asset Management Westport, Connecticut	$135M	-$5.96M	2	1.82%	Reduced