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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	VFA Virtus Fund Advisers Hartford, Connecticut	$144M	-$82.8M	8	1.42%	Reduced
177	Acadian Asset Management Boston, Massachusetts	$143M	+$5.11M	6	0.65%	Increased
178	Private Management Group Irvine, California	$143M	-$4.46M	2	7.81%	Reduced
179	Robeco Institutional Asset Management Rotterdam, Netherlands	$142M	+$7.03M	7	0.92%	Increased
180	Wasatch Advisors Salt Lake City, Utah	$141M	+$5.61M	5	1.97%	Increased
181	Capital Advisors Inc Tulsa, Oklahoma	$139M	-$328K	2	8.65%	Reduced
182	Panagora Asset Management Boston, Massachusetts	$138M	+$42.9M	17	0.56%	Increased
183	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$137M	+$5.4M	16	0.76%	Increased
184	Bessemer Group Woodbridge, New Jersey	$137M	+$62.6M	12	0.55%	Increased
185	Public Employees Retirement Association of Colorado Denver, Colorado	$137M	+$1.2M	16	1.01%	Increased
186	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$136M	-$40.9M	1	1.28%	Reduced
187	Chevy Chase Trust Bethesda, Maryland	$134M	+$14.1M	7	0.64%	Increased
188	NIMC NWQ Investment Management Company Los Angeles, California	$134M	+$19.1M	4	1.85%	Increased
189	Alyeska Investment Group Chicago, Illinois	$134M	+$4.49M	4	1.12%	Increased
190	GC GMT Capital Atlanta, Georgia	$133M	-$1.02M	1	2.87%	Reduced
191	Los Angeles Capital Management Los Angeles, California	$133M	+$70.5M	12	0.83%	Increased
192	Abrams Capital Management Boston, Massachusetts	$133M	-$20.2M	1	5.28%	Reduced
193	State of New Jersey Common Pension Fund D Trenton, New Jersey	$131M	-$17.2M	9	0.54%	Reduced
194	Nomura Asset Management Tokyo, Japan	$128M	+$831K	10	1.72%	Increased
195	Miller Howard Investments Kingston, New York	$127M	-$4.64M	2	2.53%	Reduced
196	River Road Asset Management Louisville, Kentucky	$126M	+$7.41M	2	2.44%	Increased
197	Royce & Associates New York	$126M	-$27.6M	9	0.84%	Reduced
198	Confluence Investment Management St. Louis, Missouri	$126M	+$6.02M	2	2.55%	Increased
199	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$126M	+$2.87M	10	1.26%	Increased
200	CBT Capital Bank & Trust Irvine, California	$124M	+$123M	6	1.62%	New