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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	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$126M	-$15.6M	10	0.82%	Reduced
177	VFA Virtus Fund Advisers Hartford, Connecticut	$126M	+$28.5M	6	0.96%	Increased
178	Fiera Capital (Canada) Montreal, Quebec, Canada	$123M	-$163M	1	0.92%	Reduced
179	Columbia Wanger Asset Management Chicago, Illinois	$123M	-$40.8M	2	0.57%	Reduced
180	OP Oldfield Partners London, United Kingdom	$123M	+$8.97M	2	7.03%	Increased
181	Williams Jones & Associates New York	$122M	-$27.6M	3	5.57%	Reduced
182	Duff & Phelps Investment Management Chicago, Illinois	$121M	-$1.16M	1	1.73%	Reduced
183	Temasek Holdings Singapore	$120M	$0	1	1.28%	Maintained
184	Loomis, Sayles & Company Boston, Massachusetts	$119M	+$662K	5	0.35%	Increased
185	Pictet Asset Management (UK) London, United Kingdom	$119M	+$16.3M	6	0.57%	Increased
186	NFA Nationwide Fund Advisors Columbus, Ohio	$118M	-$9.12M	18	0.5%	Reduced
187	MP MSD Partners New York	$115M	+$118M	1	3.47%	New
188	Hardman Johnston Global Advisors Stamford, Connecticut	$115M	+$49.1M	1	6.33%	Increased
189	EPCM Eton Park Capital Management New York	$114M	+$116M	1	1.34%	New
190	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$114M	+$21.2M	11	0.4%	Increased
191	RS Investment Management San Francisco, California	$113M	-$29M	3	1.05%	Reduced
192	Asset Management One Tokyo, Japan	$111M	-$4.14M	10	1.53%	Reduced
193	GJL Gendell Jeffrey L	$110M	+$18.3M	1	14.78%	Increased
194	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$110M	-$81.2M	3	1.1%	Reduced
195	VOYA Investment Management Atlanta, Georgia	$109M	-$4.3M	16	0.25%	Reduced
196	Waddell & Reed Financial Overland Park, Kansas	$108M	+$28.1M	3	0.15%	Increased
197	Brookfield Corp Toronto, Ontario, Canada	$105M	-$89.7M	1	0.62%	Reduced
198	SF Schooner Foundation Boston, Massachusetts	$105M	+$104M	1	100%	New
199	Victory Capital Management San Antonio, Texas	$104M	+$5.97M	5	0.79%	Increased
200	ECM EII Capital Management New York	$104M	-$261M	1	6.54%	Reduced