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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$340M -$4.35M 19 0.29% Reduced
177
Royal London Asset Management
Royal London Asset Management
United Kingdom
$338M +$19.2M 10 0.84% Increased
178
Alkeon Capital Management
Alkeon Capital Management
New York
$338M -$8.81M 1 0.58% Reduced
179
Rafferty Asset Management
Rafferty Asset Management
New York
$333M +$75.9M 8 1.24% Increased
180
Scotia Capital
Scotia Capital
Ontario, Canada
$332M +$7.97M 12 1.98% Increased
181
Truist Financial
Truist Financial
North Carolina
$332M +$873K 20 0.5% Increased
182
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$332M +$148M 5 0.2% Increased
183
M&G plc
M&G plc
United Kingdom
$327M +$330M 4 1.23% New
184
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$325M -$6.88M 2 3.35% Reduced
185
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$324M -$53.6M 8 2.42% Reduced
186
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$324M -$38M 33 0.06% Reduced
187
Storebrand Asset Management
Storebrand Asset Management
Norway
$316M -$26.8M 15 1.08% Reduced
188
Baird Financial Group
Baird Financial Group
Wisconsin
$316M +$1.21M 13 0.66% Increased
189
Point72 Asset Management
Point72 Asset Management
Connecticut
$315M +$37.6M 12 0.76% Increased
190
CET
Clean Energy Transition
United Kingdom
$314M -$32.2M 2 23.2% Reduced
191
Aviva
Aviva
United Kingdom
$312M +$3.6M 14 1.03% Increased
192
ProShare Advisors
ProShare Advisors
Maryland
$303M -$11.6M 20 0.8% Reduced
193
Two Sigma Investments
Two Sigma Investments
New York
$302M -$124M 21 0.71% Reduced
194
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$298M -$1.43M 20 0.89% Reduced
195
WI
Wafra Inc
New York
$290M $0 2 15.19% Maintained
196
Nordea Investment Management
Nordea Investment Management
Sweden
$288M -$20.4M 13 0.34% Reduced
197
ECP
Electron Capital Partners
New York
$285M +$21.3M 4 12.5% Increased
198
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$284M -$106M 6 1.09% Reduced
199
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$282M +$53.5M 15 0.61% Increased
200
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$282M -$1.79M 4 3.08% Reduced
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8
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