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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
Fisher Asset Management
Fisher Asset Management
Washington
$474M +$14M 9 0.16% Increased
177
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$469M +$36.9M 7 2.93% Increased
178
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$468M -$32.9M 3 18.74% Reduced
179
Robeco Schweiz
Robeco Schweiz
Switzerland
$461M -$44M 6 10.32% Reduced
180
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$457M -$52.5M 13 1.48% Reduced
181
Lyrical Asset Management
Lyrical Asset Management
New York
$455M -$37.9M 1 5.96% Reduced
182
Sachem Head Capital Management
Sachem Head Capital Management
New York
$454M +$224M 2 10.65% Increased
183
Storebrand Asset Management
Storebrand Asset Management
Norway
$454M +$22.7M 14 1.22% Increased
184
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$452M +$465M 10 1.28% New
185
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$452M -$2.86M 5 1.75% Reduced
186
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$443M -$25.4M 13 1.05% Reduced
187
Regents of the University of California
Regents of the University of California
California
$439M +$21.2M 2 15.65% Increased
188
Natixis
Natixis
France
$437M +$159M 18 1.55% Increased
189
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$437M -$422M 20 0.94% Reduced
190
Woodline Partners
Woodline Partners
California
$436M +$18.6M 15 1.69% Increased
191
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$433M -$59.9M 25 1.31% Reduced
192
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$424M +$30.2M 29 0.95% Increased
193
BC
BIT Capital
Germany
$421M +$52.3M 8 15.5% Increased
194
Danske Bank
Danske Bank
Denmark
$420M +$37.5M 24 0.98% Increased
195
Driehaus Capital Management
Driehaus Capital Management
Illinois
$420M -$243M 13 2.85% Reduced
196
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$418M +$145M 21 0.74% Increased
197
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$415M +$29.3M 39 0.45% Increased
198
Rafferty Asset Management
Rafferty Asset Management
New York
$413M +$17.8M 18 1.43% Increased
199
GW&K Investment Management
GW&K Investment Management
Massachusetts
$413M -$52.6M 14 3.57% Reduced
200
Creative Planning
Creative Planning
Kansas
$407M +$30.1M 36 0.29% Increased
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