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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	Chevy Chase Trust Bethesda, Maryland	$161M	+$19M	7	0.73%	Increased
177	Bessemer Group Woodbridge, New Jersey	$160M	+$4.05M	14	0.64%	Increased
178	BWA Brave Warrior Advisors New York	$160M	-$32.5M	1	7.73%	Reduced
179	I.G. Investment Management Winnipeg, Manitoba, Canada	$160M	-$90.3M	4	0.82%	Reduced
180	Select Equity Group New York	$158M	-$55M	1	1.2%	Reduced
181	Robeco Institutional Asset Management Rotterdam, Netherlands	$153M	-$15.1M	9	0.95%	Reduced
182	Wasatch Advisors Salt Lake City, Utah	$151M	+$1.62M	5	2.05%	Increased
183	Third Point New York	$151M	+$142M	1	1.27%	New
184	USS Investment Management London, United Kingdom	$151M	$0	1	1.16%	Maintained
185	Los Angeles Capital Management Los Angeles, California	$148M	+$8.36M	13	0.85%	Increased
186	D.E. Shaw & Co New York	$148M	-$27.8M	16	0.23%	Reduced
187	Westfield Capital Management Boston, Massachusetts	$146M	+$50.3M	3	1.12%	Increased
188	SAM Securian Asset Management St Paul, Minnesota	$146M	-$29.3M	10	3.79%	Reduced
189	Loomis, Sayles & Company Boston, Massachusetts	$145M	-$13.5M	8	0.32%	Reduced
190	Miller Howard Investments Kingston, New York	$144M	+$14.7M	2	2.98%	Increased
191	Capital Advisors Inc Tulsa, Oklahoma	$143M	+$9.79M	3	8.74%	Increased
192	State of New Jersey Common Pension Fund D Trenton, New Jersey	$142M	+$2.38M	9	0.57%	Increased
193	Public Employees Retirement Association of Colorado Denver, Colorado	$142M	-$337K	16	1.02%	Reduced
194	Acadian Asset Management Boston, Massachusetts	$141M	-$8.2M	8	0.62%	Reduced
195	Two Sigma Advisers New York	$139M	+$23M	13	0.39%	Increased
196	Thompson Siegel & Walmsley Richmond, Virginia	$137M	+$15.3M	8	1.64%	Increased
197	Aperio Group Sausalito, California	$134M	+$11.7M	19	0.76%	Increased
198	GC GMT Capital Atlanta, Georgia	$134M	-$2.03M	1	2.68%	Reduced
199	MAMU Marathon Asset Management (UK) London, United Kingdom	$130M	+$23.6M	1	2.13%	Increased
200	Swedbank Stockholm, Sweden	$129M	-$702K	1	0.79%	Reduced