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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
176	Vontobel Holding Zurich, Switzerland	$767M	+$229M	26	2.44%	Increased
177	US Bancorp Minneapolis, Minnesota	$757M	+$6.92M	41	0.83%	Increased
178	Vanguard Investments Australia Victoria, Australia	$752M	+$12.8M	31	1.87%	Increased
179	Lyrical Asset Management New York	$751M	-$282M	1	9.53%	Reduced
180	New York State Teachers Retirement System (NYSTRS) Albany, New York	$749M	-$22.5M	18	1.38%	Reduced
181	TD Waterhouse Canada Toronto, Ontario, Canada	$741M	+$14.3M	32	1.95%	Increased
182	Cetera Investment Advisers Schaumburg, Illinois	$739M	+$34.9M	46	0.67%	Increased
183	Rafferty Asset Management New York	$738M	+$252M	15	1.68%	Increased
184	Creative Planning Overland Park, Kansas	$733M	+$56.8M	39	0.43%	Increased
185	Cooperman Leon G	$722M	$0	1	20.37%	Maintained
186	Quantinno Capital Management New York	$720M	+$148M	33	0.86%	Increased
187	State of Tennessee, Department of Treasury Nashville, Tennessee	$708M	+$11.7M	18	2.1%	Increased
188	Holocene Advisors New York	$703M	+$52.4M	17	1.58%	Increased
189	Robeco Schweiz Zurich, Switzerland	$698M	-$57M	6	11.2%	Reduced
190	PNC Financial Services Group Pittsburgh, Pennsylvania	$688M	+$11.5M	44	0.34%	Increased
191	Storebrand Asset Management Lysaker, Norway	$684M	-$54.1M	14	1.68%	Reduced
192	Danske Bank Copenhagen K, Denmark	$669M	-$9.56M	20	1.32%	Reduced
193	Mariner Overland Park, Kansas	$666M	-$18.8M	33	0.7%	Reduced
194	Fayez Sarofim & Co Houston, Texas	$665M	-$5.1M	6	1.56%	Reduced
195	GW&K Investment Management Boston, Massachusetts	$651M	-$153M	19	5.09%	Reduced
196	Man Group London, United Kingdom	$648M	-$181M	23	1.03%	Reduced
197	Retirement Systems of Alabama Montgomery, Alabama	$638M	-$43.5M	16	1.92%	Reduced
198	State of Wisconsin Investment Board Madison, Wisconsin	$626M	-$8.38M	32	1.26%	Reduced
199	Gotham Asset Management New York	$625M	+$51.6M	22	1.46%	Increased
200	Truist Financial Charlotte, North Carolina	$597M	+$2.87M	32	0.71%	Increased