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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	Ceredex Value Advisors Orlando, Florida	$323M	+$78.3M	4	3.48%	Increased
177	Guggenheim Capital Chicago, Illinois	$319M	+$16.8M	18	1.66%	Increased
178	Pentwater Capital Management Naples, Florida	$316M	+$280M	1	3.43%	Increased
179	Aviva London, United Kingdom	$315M	-$13.2M	14	1.32%	Reduced
180	Mitsubishi UFJ Asset Management Tokyo, Japan	$312M	+$27.6M	19	1.24%	Increased
181	Vaughan Nelson Investment Management Houston, Texas	$311M	-$29.6M	4	3.18%	Reduced
182	US Bancorp Minneapolis, Minnesota	$305M	-$3.99M	31	0.48%	Reduced
183	Truist Financial Charlotte, North Carolina	$299M	+$5.23M	19	0.45%	Increased
184	ProShare Advisors Bethesda, Maryland	$296M	+$27.6M	18	0.58%	Increased
185	AACA American Assets Capital Advisers San Diego, California	$296M	+$59.6M	7	29.23%	Increased
186	TD Waterhouse Canada Toronto, Ontario, Canada	$292M	+$229M	19	2.84%	New
187	Epoch Investment Partners New York	$290M	-$86M	5	1.47%	Reduced
188	Rockefeller Capital Management New York	$288M	+$19.7M	27	1.34%	Increased
189	CA Capitolis Advisors New York	$288M	-$4.64M	7	1.72%	Reduced
190	OMERS Administration Corp Toronto, Ontario, Canada	$287M	+$41M	4	3.72%	Increased
191	Commerce Bank Kansas City, Missouri	$285M	+$49M	13	1.86%	Increased
192	Panagora Asset Management Boston, Massachusetts	$284M	-$61.1M	17	1.5%	Reduced
193	HBK Investments Dallas, Texas	$283M	+$265M	1	1.05%	Increased
194	Natixis Paris, France	$283M	+$167M	15	0.96%	Increased
195	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$281M	-$28.8M	18	1.51%	Reduced
196	AMF Tjänstepension Stockholm, Sweden	$279M	-$40M	3	1.91%	Reduced
197	CIBC World Markets New York	$279M	+$96.4M	9	1.48%	Increased
198	Baird Financial Group Milwaukee, Wisconsin	$277M	-$6.46M	15	0.65%	Reduced
199	BNP Paribas Financial Markets Paris, France	$274M	-$29.4M	27	0.39%	Reduced
200	Employees Retirement System of Texas Austin, Texas	$271M	+$6.51M	11	3.03%	Increased