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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$348M	+$41.8M	21	0.77%	Increased
177	Fred Alger Management New York	$344M	-$35.7M	10	1.96%	Reduced
178	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$341M	+$4.85M	13	0.89%	Increased
179	HRES Heitman Real Estate Securities Chicago, Illinois	$340M	+$25.7M	4	22%	Increased
180	AMF Tjänstepension Stockholm, Sweden	$338M	+$25.5M	2	2.5%	Increased
181	Storebrand Asset Management Lysaker, Norway	$336M	+$12.4M	15	1.09%	Increased
182	DG DigitalBridge Group Boca Raton, Florida	$331M	+$38.7M	5	26.58%	Increased
183	Panagora Asset Management Boston, Massachusetts	$330M	+$53.1M	13	1.65%	Increased
184	State of Wisconsin Investment Board Madison, Wisconsin	$330M	+$15.6M	25	0.85%	Increased
185	ACM Adelante Capital Management Alameda, California	$321M	-$48.2M	4	24.26%	Reduced
186	SG Americas Securities New York	$320M	+$243M	23	1.05%	Increased
187	Arrowstreet Capital Boston, Massachusetts	$319M	-$285M	10	0.26%	Reduced
188	Regents of the University of California Oakland, California	$314M	+$187M	1	66.98%	Increased
189	Robeco Schweiz Zurich, Switzerland	$312M	+$50.1M	7	7.68%	Increased
190	Danske Bank Copenhagen K, Denmark	$308M	+$132K	18	0.94%	Increased
191	Fayez Sarofim & Co Houston, Texas	$306M	+$273M	5	0.76%	Increased
192	Squarepoint New York	$301M	+$57M	29	0.37%	Increased
193	APG Asset Management Amsterdam, Netherlands	$299M	-$3.71M	9	0.93%	Reduced
194	AGF Management Toronto, Ontario, Canada	$296M	-$195M	7	1.56%	Reduced
195	William Blair & Company Chicago, Illinois	$296M	+$102M	19	0.89%	Increased
196	State of New Jersey Common Pension Fund D Trenton, New Jersey	$295M	-$18.9M	22	1.33%	Reduced
197	Alkeon Capital Management New York	$293M	-$45.1M	1	0.61%	Reduced
198	Impax Asset Management Group London, United Kingdom	$285M	+$56.7M	8	1.71%	Increased
199	Lyrical Asset Management New York	$285M	-$5.04M	1	4.32%	Reduced
200	Hood River Capital Management Palm Beach Gardens, Florida	$284M	+$32.9M	5	4.85%	Increased