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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$476M +$7.49M 17 1.59% Increased
177
CIP
Champlain Investment Partners
Vermont
$474M +$29.9M 3 3.57% Increased
178
Fred Alger Management
Fred Alger Management
New York
$474M -$188M 12 1.84% Reduced
179
Lyrical Asset Management
Lyrical Asset Management
New York
$472M +$9.46M 1 6.66% Increased
180
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$471M +$11.2M 20 1.5% Increased
181
Pacer Advisors
Pacer Advisors
Pennsylvania
$469M -$9.2M 17 1.18% Reduced
182
Frontier Capital Management
Frontier Capital Management
Massachusetts
$466M -$15.2M 8 4.17% Reduced
183
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$462M +$32.2M 14 1.02% Increased
184
Korea Investment Corp
Korea Investment Corp
South Korea
$461M -$93.9M 11 0.95% Reduced
185
Wasatch Advisors
Wasatch Advisors
Utah
$453M +$29.5M 4 2.44% Increased
186
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$443M +$21.1M 8 2.58% Increased
187
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$438M -$15.5M 4 1.74% Reduced
188
GW&K Investment Management
GW&K Investment Management
Massachusetts
$424M -$15.6M 14 3.75% Reduced
189
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$421M -$36M 4 3.83% Reduced
190
Storebrand Asset Management
Storebrand Asset Management
Norway
$420M +$2.76M 15 1.11% Increased
191
BC
BIT Capital
Germany
$417M -$327M 7 14.27% Reduced
192
Castle Hook Partners
Castle Hook Partners
New York
$415M +$353M 2 2.1% New
193
Fisher Asset Management
Fisher Asset Management
Washington
$413M +$14.5M 9 0.15% Increased
194
Credit Agricole
Credit Agricole
France
$413M +$388M 21 1.09% New
195
Bahl & Gaynor
Bahl & Gaynor
Ohio
$411M -$45.1M 5 2.04% Reduced
196
Regents of the University of California
Regents of the University of California
California
$411M $0 1 22.29% Maintained
197
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$404M -$3.91M 27 0.93% Reduced
198
Rafferty Asset Management
Rafferty Asset Management
New York
$403M -$120M 15 1.31% Reduced
199
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$402M +$103M 40 0.47% Increased
200
Woodline Partners
Woodline Partners
California
$399M +$190M 11 1.88% Increased
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