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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$166M	-$730K	17	0.81%	Reduced
177	SAM Securian Asset Management St Paul, Minnesota	$166M	+$19.3M	10	4.1%	Increased
178	Chevy Chase Trust Bethesda, Maryland	$164M	+$920K	8	0.71%	Increased
179	Arrowstreet Capital Boston, Massachusetts	$164M	+$115M	7	0.39%	Increased
180	Fuller & Thaler Asset Management San Mateo, California	$163M	+$4.48M	4	1.96%	Increased
181	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$163M	+$3.52M	6	6.63%	Increased
182	FTCM Fir Tree Capital Management New York	$162M	-$12.9M	1	4.37%	Reduced
183	Miller Howard Investments Kingston, New York	$162M	+$18.1M	2	3.51%	Increased
184	Select Equity Group New York	$157M	-$9.22M	1	1.25%	Reduced
185	Public Employees Retirement Association of Colorado Denver, Colorado	$156M	+$7.58M	17	1%	Increased
186	Schroder Investment Management Group London, United Kingdom	$156M	-$109M	11	0.25%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$155M	+$15.2M	11	0.59%	Increased
188	USS Investment Management London, United Kingdom	$153M	$0	1	1.78%	Maintained
189	Moore Capital Management New York	$151M	+$74.8M	3	2.75%	Increased
190	Two Sigma Investments New York	$151M	+$53.3M	12	0.49%	Increased
191	Capital Advisors Inc Tulsa, Oklahoma	$151M	+$239K	3	8.84%	Increased
192	Aperio Group Sausalito, California	$147M	+$11.1M	19	0.75%	Increased
193	Westfield Capital Management Boston, Massachusetts	$144M	-$5.43M	3	1.1%	Reduced
194	Numeric Investors Boston, Massachusetts	$143M	+$46.2M	12	1.04%	Increased
195	Retirement Systems of Alabama Montgomery, Alabama	$141M	+$18.5M	9	0.68%	Increased
196	MAMU Marathon Asset Management (UK) London, United Kingdom	$139M	+$1.2M	1	2.14%	Increased
197	Robeco Institutional Asset Management Rotterdam, Netherlands	$139M	-$69.2K	9	0.72%	Reduced
198	SC Schooner Capital Vero Beach, Florida	$138M	-$37.9M	1	100%	Reduced
199	Axa Paris, France	$137M	+$31.4M	13	0.54%	Increased
200	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$135M	+$118M	4	3.51%	Increased