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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	AMF Tjänstepension Stockholm, Sweden	$280M	+$20.1M	4	2.75%	Increased
152	Putnam Investments Boston, Massachusetts	$278M	-$1.8M	10	0.5%	Reduced
153	Natixis Advisors Boston, Massachusetts	$276M	+$5.95M	16	1.21%	Increased
154	Alkeon Capital Management New York	$275M	-$32.7M	1	0.74%	Reduced
155	Fred Alger Management New York	$272M	-$42.9M	6	1.27%	Reduced
156	CIBC Private Wealth Group Atlanta, Georgia	$272M	+$20.5M	15	0.71%	Increased
157	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$270M	+$11.9M	4	1.02%	Increased
158	Nomura Asset Management Tokyo, Japan	$270M	+$12.6M	11	1.69%	Increased
159	M&G Investment Management London, United Kingdom	$269M	+$62.6M	9	1.59%	Increased
160	Aspex Management (HK) Central, Hong Kong	$269M	+$8.66M	1	6.74%	Increased
161	Mitsubishi UFJ Asset Management Tokyo, Japan	$262M	+$18.7M	16	1.16%	Increased
162	US Bancorp Minneapolis, Minnesota	$260M	-$14.5M	29	0.5%	Reduced
163	KBC Group Brussels, Belgium	$259M	-$10M	16	1.29%	Reduced
164	Voloridge Investment Management Jupiter, Florida	$259M	+$244M	10	1.34%	Increased
165	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$255M	-$16M	5	0.7%	Reduced
166	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$255M	-$4.69M	10	1.82%	Reduced
167	Aviva London, United Kingdom	$255M	+$54M	11	1.35%	Increased
168	Thrivent Financial for Lutherans Minneapolis, Minnesota	$254M	-$18.6M	21	0.68%	Reduced
169	Fiduciary Management Inc Milwaukee, Wisconsin	$251M	-$213M	2	2.38%	Reduced
170	1WCM 12 West Capital Management New York	$245M	-$114K	1	20.87%	Reduced
171	Epoch Investment Partners New York	$243M	+$4.9M	5	1.42%	Increased
172	BNP Paribas Financial Markets Paris, France	$242M	+$131M	26	0.38%	Increased
173	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$239M	-$16.1M	12	0.61%	Reduced
174	Starboard Value New York	$236M	$0	1	4.28%	Maintained
175	Truist Financial Charlotte, North Carolina	$234M	+$1.13M	21	0.43%	Increased