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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	Duff & Phelps Investment Management Chicago, Illinois	$133M	+$1.38M	1	2.02%	Increased
177	State of New Jersey Common Pension Fund D Trenton, New Jersey	$130M	+$95.2M	6	0.52%	Increased
178	Resolution Capital Sydney, NSW, Australia	$123M	+$6.96M	1	11.94%	Increased
179	Waddell & Reed Financial Overland Park, Kansas	$123M	+$25.3M	3	0.18%	Increased
180	Millennium Management New York	$122M	+$21.4M	15	0.34%	Increased
181	River Road Asset Management Louisville, Kentucky	$121M	-$9.75M	1	1.61%	Reduced
182	CCM Cadian Capital Management New York	$121M	-$138M	1	3.6%	Reduced
183	Asset Management One Tokyo, Japan	$120M	-$15.1M	10	1.79%	Reduced
184	VOYA Investment Management Atlanta, Georgia	$120M	-$375K	16	0.27%	Reduced
185	AC Axon Capital New York	$117M	-$60.1M	1	6.27%	Reduced
186	OP Oldfield Partners London, United Kingdom	$116M	+$10.5M	2	4.9%	Increased
187	OCAM Owl Creek Asset Management New York	$115M	+$35.3M	1	5.65%	Increased
188	Victory Capital Management San Antonio, Texas	$114M	-$46.1M	5	0.77%	Reduced
189	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$113M	+$44.3M	4	0.31%	Increased
190	Thornburg Investment Management Santa Fe, New Mexico	$113M	-$15.3M	1	0.45%	Reduced
191	AGF Investments Inc Toronto, Ontario, Canada	$113M	-$3.6M	2	1.11%	Reduced
192	Point72 Asset Management Stamford, Connecticut	$113M	+$115M	5	0.72%	New
193	VFA Virtus Fund Advisers Hartford, Connecticut	$112M	+$110M	15	0.78%	New
194	Stockbridge Partners Boston, Massachusetts	$112M	+$13.5M	1	6.43%	Increased
195	HSBC Holdings London, United Kingdom	$111M	-$28.1M	12	0.24%	Reduced
196	KeyBank National Association Cleveland, Ohio	$110M	-$13.3M	9	0.73%	Reduced
197	BlackRock Japan Tokyo, Japan	$108M	-$9.21M	11	0.49%	Reduced
198	BWA Brave Warrior Advisors New York	$107M	+$98.1M	1	4.32%	New
199	Miller Howard Investments Kingston, New York	$107M	+$30.6M	2	1.69%	Increased
200	Elliott Management New York	$106M	+$88.1M	1	1.49%	New