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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	Abrams Capital Management Boston, Massachusetts	$141M	$0	1	5.4%	Maintained
177	State of New Jersey Common Pension Fund D Trenton, New Jersey	$140M	+$6.72M	8	0.59%	Increased
178	GC GMT Capital Atlanta, Georgia	$139M	-$985K	1	2.93%	Reduced
179	Robeco Institutional Asset Management Rotterdam, Netherlands	$138M	-$3.05M	7	0.92%	Reduced
180	Private Management Group Irvine, California	$135M	+$100M	2	7.66%	Increased
181	Capital Advisors Inc Tulsa, Oklahoma	$133M	+$545K	2	8.69%	Increased
182	Barclays London, United Kingdom	$132M	-$66.1M	22	0.14%	Reduced
183	Waddell & Reed Financial Overland Park, Kansas	$132M	+$17.2M	3	0.28%	Increased
184	Point72 Asset Management Stamford, Connecticut	$132M	+$53M	7	0.74%	Increased
185	Wasatch Advisors Salt Lake City, Utah	$130M	+$4.05M	5	1.92%	Increased
186	Two Sigma Advisers New York	$130M	-$47.8M	13	0.43%	Reduced
187	WBC Westpac Banking Corp Sydney, Australia	$129M	+$53.6M	12	1.03%	Increased
188	Public Employees Retirement Association of Colorado Denver, Colorado	$128M	+$1.66M	16	0.97%	Increased
189	Silvercrest Asset Management New York	$128M	-$8.64M	4	1.37%	Reduced
190	Acadian Asset Management Boston, Massachusetts	$127M	-$7.26M	5	0.58%	Reduced
191	Wedge Capital Management Charlotte, North Carolina	$127M	-$1.27M	4	1.22%	Reduced
192	Miller Howard Investments Kingston, New York	$125M	-$29.9M	2	2.41%	Reduced
193	River Road Asset Management Louisville, Kentucky	$124M	+$4.04M	1	2.34%	Increased
194	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$122M	+$726K	14	0.69%	Increased
195	D.E. Shaw & Co New York	$122M	-$11.6M	16	0.21%	Reduced
196	Aviva London, United Kingdom	$122M	-$4.45M	8	0.7%	Reduced
197	Alyeska Investment Group Chicago, Illinois	$120M	+$19.5M	3	0.98%	Increased
198	Confluence Investment Management St. Louis, Missouri	$120M	+$7.41M	2	2.68%	Increased
199	SF Schooner Foundation Boston, Massachusetts	$120M	$0	1	99.72%	Maintained
200	Nomura Asset Management Tokyo, Japan	$118M	+$42.6M	10	1.67%	Increased