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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	Barclays London, United Kingdom	$137M	-$56.6M	22	0.15%	Reduced
177	PNC Financial Services Group Pittsburgh, Pennsylvania	$137M	+$13.9M	18	0.16%	Increased
178	Brown Advisory Baltimore, Maryland	$133M	+$19.4M	11	0.46%	Increased
179	Two Sigma Advisers New York	$129M	-$15.7M	11	0.55%	Reduced
180	State of New Jersey Common Pension Fund D Trenton, New Jersey	$129M	+$10.7M	7	0.56%	Increased
181	Baupost Group Boston, Massachusetts	$128M	+$118M	1	1.82%	New
182	Brookfield Corp Toronto, Ontario, Canada	$128M	-$124M	1	0.7%	Reduced
183	Ninety One (UK) London, United Kingdom	$127M	-$14.9M	5	0.62%	Reduced
184	SF Schooner Foundation Boston, Massachusetts	$126M	$0	1	100%	Maintained
185	Thompson Siegel & Walmsley Richmond, Virginia	$125M	+$4.46M	8	1.95%	Increased
186	Beck Mack & Oliver New York	$125M	-$17.5M	4	4.5%	Reduced
187	Wedge Capital Management Charlotte, North Carolina	$124M	-$4.19M	3	1.24%	Reduced
188	Alkeon Capital Management New York	$122M	-$92.7K	1	2.29%	Reduced
189	GC GMT Capital Atlanta, Georgia	$118M	+$5.36M	1	2.41%	Increased
190	AGF Investments Inc Toronto, Ontario, Canada	$116M	-$33M	2	1.29%	Reduced
191	Wasatch Advisors Salt Lake City, Utah	$115M	-$6.48M	4	1.71%	Reduced
192	Two Sigma Investments New York	$114M	-$61.6M	13	0.41%	Reduced
193	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$44K	1	2.38%	Reduced
194	Williams Jones & Associates New York	$112M	+$3.82M	3	3.29%	Increased
195	Public Employees Retirement Association of Colorado Denver, Colorado	$112M	+$50M	16	0.91%	Increased
196	ACI AMP Capital Investors Sydney, Australia	$112M	-$176M	10	0.69%	Reduced
197	Aviva London, United Kingdom	$112M	+$5.33M	8	0.7%	Increased
198	River Road Asset Management Louisville, Kentucky	$112M	+$239K	1	2.3%	Increased
199	Westfield Capital Management Boston, Massachusetts	$111M	-$32.8M	2	0.89%	Reduced
200	CCMH Cornerstone Capital Management Holdings New York	$108M	-$18.2M	15	0.8%	Reduced