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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
201	Nomura Holdings Tokyo, Japan	$103M	+$45.3M	10	0.47%	Increased
202	OP Oldfield Partners London, United Kingdom	$102M	+$34.8M	2	5.4%	Increased
203	MTB Mizuho Trust & Banking Tokyo, Japan	$102M	-$11.2M	7	0.38%	Reduced
204	PHAM Pacific Heights Asset Management San Francisco, California	$99.6M	-$24.2M	2	2.96%	Reduced
205	RS Investment Management San Francisco, California	$99.1M	+$21.6M	1	0.61%	Increased
206	Resolution Capital Sydney, NSW, Australia	$99.1M	+$24.2M	1	11.81%	Increased
207	HSBC Holdings London, United Kingdom	$98.5M	-$7.11M	11	0.26%	Reduced
208	ACM Adelante Capital Management Alameda, California	$96.1M	+$3.94M	2	5.67%	Increased
209	Santa Barbara Asset Management Los Angeles, California	$95.1M	-$11.5M	1	2.13%	Reduced
210	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$90.8M	-$53.5M	10	0.49%	Reduced
211	SEI Trust Company Oaks, Pennsylvania	$90.4M	+$16.5M	10	0.86%	Increased
212	SCGE Management Menlo Park, California	$90.3M	-$11.2M	2	13.04%	Reduced
213	CI Investments Inc Toronto, Ontario, Canada	$90.1M	+$4.26M	3	0.99%	Increased
214	BNP Paribas Asset Management Paris, France	$89M	-$7.54M	8	0.67%	Reduced
215	Millennium Management New York	$86.5M	-$25.7M	15	0.27%	Reduced
216	Guardian Capital (Canada) Toronto, Ontario, Canada	$85.6M	-$3.91M	2	1.36%	Reduced
217	SFM Systematic Financial Management Teaneck, New Jersey	$84.8M	-$159M	5	0.62%	Reduced
218	Factory Mutual Insurance Waltham, Massachusetts	$83.6M	-$1.42M	2	1.23%	Reduced
219	HRES Heitman Real Estate Securities Chicago, Illinois	$82.2M	-$31.7M	3	5.76%	Reduced
220	Madison Investment Holdings Madison, Wisconsin	$82.1M	-$4.5M	1	1.59%	Reduced
221	AGF Investments Inc Toronto, Ontario, Canada	$81M	-$4.79M	2	0.83%	Reduced
222	Two Sigma Investments New York	$80.5M	+$3.77M	15	0.45%	Increased
223	Thrivent Financial for Lutherans Minneapolis, Minnesota	$80.2M	+$25.5M	10	0.49%	Increased
224	GA Geneva Advisors Chicago, Illinois	$79.9M	+$3M	5	1.47%	Increased
225	Waddell & Reed Financial Overland Park, Kansas	$79.3M	-$2.45M	2	0.13%	Reduced