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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	Holocene Advisors New York	$141M	+$80M	4	1.52%	Increased
202	Lyrical Asset Management New York	$140M	-$13.5M	1	3.43%	Reduced
203	Virginia Retirement Systems Richmond, Virginia	$136M	+$22.4M	12	1.87%	Increased
204	AIG American International Group New York	$135M	+$3.92M	21	0.74%	Increased
205	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$135M	-$44.2M	11	1.56%	Reduced
206	NN Investment Partners Holdings The Hague, Netherlands	$134M	+$43.5M	10	1.1%	Increased
207	KBC Group Brussels, Belgium	$134M	-$17.9M	18	1.12%	Reduced
208	ESCM Echo Street Capital Management New York	$133M	+$13.5M	4	2.87%	Increased
209	Pzena Investment Management New York	$133M	+$22.8M	2	1.01%	Increased
210	TIAAOA Teachers Insurance & Annuity Association of America New York	$132M	+$28.7M	7	18.34%	Increased
211	NSCM New South Capital Management Memphis, Tennessee	$132M	+$83.1M	2	5.85%	Increased
212	BNP Paribas Asset Management Paris, France	$131M	+$21.3M	9	1.11%	Increased
213	Artisan Partners Milwaukee, Wisconsin	$129M	+$44.2M	3	0.28%	Increased
214	Scotia Capital Toronto, Ontario, Canada	$127M	+$19.1M	3	1.77%	Increased
215	ProShare Advisors Bethesda, Maryland	$127M	-$48.7M	12	0.91%	Reduced
216	Natixis Advisors Boston, Massachusetts	$126M	+$23.3M	13	1.03%	Increased
217	AACA American Assets Capital Advisers San Diego, California	$125M	+$18.1M	5	26.63%	Increased
218	Zurich Cantonal Bank Zurich, Switzerland	$125M	+$10.3M	22	1.17%	Increased
219	Burgundy Asset Management Toronto, Ontario, Canada	$125M	+$24.5M	1	1.69%	Increased
220	Nisa Investment Advisors St. Louis, Missouri	$124M	+$20.3M	16	1.38%	Increased
221	Frontier Capital Management Boston, Massachusetts	$123M	-$41.3M	4	1.38%	Reduced
222	Fenimore Asset Management Cobleskill, New York	$123M	+$4.96K	2	4.94%	Increased
223	British Columbia Investment Management Victoria, British Columbia, Canada	$121M	-$52.4M	9	2.04%	Reduced
224	DekaBank Deutsche Girozentrale Frankfurt, Germany	$120M	+$37M	13	0.92%	Increased
225	MAMU Marathon Asset Management (UK) London, United Kingdom	$118M	-$591K	1	2.11%	Reduced