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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	STT Singapore Technologies Telemedia Singapore	$152M	+$79M	1	100%	Increased
177	PNC Financial Services Group Pittsburgh, Pennsylvania	$150M	-$128M	22	0.15%	Reduced
178	State of New Jersey Common Pension Fund D Trenton, New Jersey	$149M	+$6.45M	11	0.57%	Increased
179	Swedbank Stockholm, Sweden	$148M	-$21.7M	1	0.77%	Reduced
180	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$146M	+$64.7M	10	1.58%	Increased
181	Aperio Group Sausalito, California	$143M	+$7M	20	0.71%	Increased
182	Chevy Chase Trust Bethesda, Maryland	$143M	-$11.8M	7	0.63%	Reduced
183	Axa Paris, France	$140M	+$8.4M	11	0.56%	Increased
184	PS Presima Securities Montreal, Quebec, Canada	$139M	+$17M	2	18.01%	Increased
185	TIAAOA Teachers Insurance & Annuity Association of America New York	$136M	+$40.3M	6	11.02%	Increased
186	FTCM Fir Tree Capital Management New York	$136M	-$13.4M	1	5.63%	Reduced
187	Retirement Systems of Alabama Montgomery, Alabama	$135M	+$2.02M	9	0.67%	Increased
188	HCM HMI Capital Management San Francisco, California	$133M	+$27.9M	1	17.37%	Increased
189	Fuller & Thaler Asset Management San Mateo, California	$132M	+$66.7M	5	1.55%	Increased
190	MAMU Marathon Asset Management (UK) London, United Kingdom	$128M	+$4.27M	1	1.98%	Increased
191	Two Sigma Advisers New York	$127M	-$35.1M	15	0.34%	Reduced
192	ProShare Advisors Bethesda, Maryland	$126M	-$547K	14	0.82%	Reduced
193	Select Equity Group New York	$124M	-$17.4M	1	1.02%	Reduced
194	Point72 Asset Management Stamford, Connecticut	$124M	+$67.9M	9	0.52%	Increased
195	BNP Paribas Financial Markets Paris, France	$123M	+$61.9M	23	0.23%	Increased
196	Hotchkis & Wiley Capital Management Los Angeles, California	$119M	+$18.2M	2	0.47%	Increased
197	TimesSquare Capital Management New York	$119M	+$19M	3	0.81%	Increased
198	Congress Asset Management Boston, Massachusetts	$119M	+$2M	5	1.67%	Increased
199	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$119M	-$36.5M	4	5.57%	Reduced
200	Capital Guardian Trust Los Angeles, California	$119M	+$12M	3	1.67%	Increased