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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	Federated Hermes Pittsburgh, Pennsylvania	$303M	-$30.6M	17	0.75%	Reduced
177	Jane Street New York	$300M	+$1.79M	33	0.08%	Increased
178	Two Sigma Advisers New York	$299M	-$7.82M	21	0.7%	Reduced
179	Pacer Advisors Malvern, Pennsylvania	$293M	+$26.4M	17	0.83%	Increased
180	D.E. Shaw & Co New York	$286M	-$90.6M	19	0.25%	Reduced
181	Man Group London, United Kingdom	$282M	+$260M	14	0.79%	New
182	Aviva London, United Kingdom	$281M	-$20M	13	1.01%	Reduced
183	Westfield Capital Management Boston, Massachusetts	$281M	+$145M	6	1.64%	Increased
184	ProShare Advisors Bethesda, Maryland	$277M	-$2.03M	20	0.85%	Reduced
185	Royal London Asset Management United Kingdom	$276M	+$30.6M	10	0.79%	Increased
186	Truist Financial Charlotte, North Carolina	$275M	+$11.2M	17	0.44%	Increased
187	CET Clean Energy Transition London, United Kingdom	$273M	+$2.62M	2	27.05%	Increased
188	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$271M	-$168M	2	11.44%	Reduced
189	Nordea Investment Management Stockholm, Sweden	$270M	-$26.5M	12	0.34%	Reduced
190	Fred Alger Management New York	$270M	+$122M	7	1.46%	Increased
191	Baird Financial Group Milwaukee, Wisconsin	$269M	+$8.45M	13	0.61%	Increased
192	Employees Retirement System of Texas Austin, Texas	$266M	+$22.2M	5	3.12%	Increased
193	WI Wafra Inc New York	$262M	-$32.9M	2	15.42%	Reduced
194	Wasatch Advisors Salt Lake City, Utah	$261M	-$22.7M	4	1.44%	Reduced
195	Janney Montgomery Scott Philadelphia, Pennsylvania	$259M	+$37.6M	19	0.84%	Increased
196	Sachem Head Capital Management New York	$256M	+$170M	1	11.96%	Increased
197	US Bancorp Minneapolis, Minnesota	$255M	+$11.5M	29	0.38%	Increased
198	LSV Asset Management Chicago, Illinois	$253M	-$43.7M	6	0.55%	Reduced
199	Conestoga Capital Advisors Wayne, Pennsylvania	$248M	+$1.55M	1	3.72%	Increased
200	OMERS Administration Corp Toronto, Ontario, Canada	$242M	+$29M	4	3.05%	Increased