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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	Samlyn Capital New York	$121M	+$16.7M	1	2.21%	Increased
177	Axa Paris, France	$119M	+$68.7M	8	0.49%	Increased
178	State of New Jersey Common Pension Fund D Trenton, New Jersey	$119M	-$2.13M	8	0.51%	Reduced
179	Thrivent Financial for Lutherans Minneapolis, Minnesota	$119M	+$46.1M	10	0.62%	Increased
180	Select Equity Group New York	$118M	-$29.4M	1	1.12%	Reduced
181	Thornburg Investment Management Santa Fe, New Mexico	$115M	+$28.4M	2	0.72%	Increased
182	NFA Nationwide Fund Advisors Columbus, Ohio	$113M	-$12.8M	18	0.51%	Reduced
183	BlackRock Japan Tokyo, Japan	$112M	+$685K	11	0.45%	Increased
184	EC Eminence Capital New York	$111M	-$18.8M	1	1.71%	Reduced
185	USSCPF United States Steel & Carnegie Pension Fund New York	$111M	$0	2	2.45%	Maintained
186	PNC Financial Services Group Pittsburgh, Pennsylvania	$107M	-$9.17M	23	0.13%	Reduced
187	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$107M	-$1.44M	1	1.25%	Reduced
188	Lyrical Asset Management New York	$107M	+$16.6M	1	2.55%	Increased
189	TIAAOA Teachers Insurance & Annuity Association of America New York	$107M	+$340K	5	3.96%	Increased
190	Wedge Capital Management Charlotte, North Carolina	$106M	-$6.36M	3	1.12%	Reduced
191	LSV Asset Management Chicago, Illinois	$106M	+$5.66M	5	0.24%	Increased
192	MTB Mizuho Trust & Banking Tokyo, Japan	$105M	+$3.55M	7	0.37%	Increased
193	SF Schooner Foundation Boston, Massachusetts	$105M	$0	1	100%	Maintained
194	GJL Gendell Jeffrey L	$103M	+$154K	1	21.4%	Increased
195	VFA Virtus Fund Advisers Hartford, Connecticut	$103M	+$1.76M	6	0.9%	Increased
196	GA Geneva Advisors Chicago, Illinois	$103M	-$20.8M	5	2.08%	Reduced
197	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$102M	-$20.7M	11	0.91%	Reduced
198	Waddell & Reed Financial Overland Park, Kansas	$102M	-$8.36M	3	0.17%	Reduced
199	Duff & Phelps Investment Management Chicago, Illinois	$101M	-$8.64M	1	1.63%	Reduced
200	Thompson Siegel & Walmsley Richmond, Virginia	$98.6M	+$1.05M	7	1.84%	Increased