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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	ACM AEW Capital Management Boston, Massachusetts	$395M	-$137M	4	22.03%	Reduced
202	HighTower Advisors Chicago, Illinois	$395M	+$26.7M	35	0.45%	Increased
203	Danske Bank Copenhagen K, Denmark	$392M	-$64.6M	18	0.98%	Reduced
204	Osaic Holdings Scottsdale, Arizona	$385M	+$170M	48	0.54%	Increased
205	Creative Planning Overland Park, Kansas	$382M	+$69M	35	0.29%	Increased
206	Truist Financial Charlotte, North Carolina	$382M	-$5.42M	25	0.52%	Reduced
207	STT Singapore Technologies Telemedia Singapore	$381M	-$213M	1	100%	Reduced
208	Baird Financial Group Milwaukee, Wisconsin	$377M	-$27.2M	17	0.61%	Reduced
209	AGF Management Toronto, Ontario, Canada	$377M	+$13.7M	8	1.66%	Increased
210	State of New Jersey Common Pension Fund D Trenton, New Jersey	$373M	+$10.6M	24	1.37%	Increased
211	Mariner Overland Park, Kansas	$364M	+$18.7M	31	0.47%	Increased
212	William Blair Investment Management Chicago, Illinois	$364M	-$10.1M	7	0.94%	Reduced
213	ACM Adelante Capital Management Alameda, California	$363M	+$7.9M	4	24.29%	Increased
214	NSCM New South Capital Management Memphis, Tennessee	$363M	-$21.1M	3	16.54%	Reduced
215	Alkeon Capital Management New York	$362M	+$108M	3	0.53%	Increased
216	KBC Group Brussels, Belgium	$360M	+$22.2M	27	0.86%	Increased
217	HRES Heitman Real Estate Securities Chicago, Illinois	$360M	+$19.1M	4	24.56%	Increased
218	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$359M	-$153M	15	1.13%	Reduced
219	Two Sigma Advisers New York	$355M	+$133M	23	0.71%	Increased
220	M&G plc London, United Kingdom	$354M	-$17.7M	6	1.88%	Reduced
221	Burgundy Asset Management Toronto, Ontario, Canada	$348M	-$52.7M	2	3.29%	Reduced
222	Janney Montgomery Scott Philadelphia, Pennsylvania	$343M	-$2.37M	23	0.81%	Reduced
223	LSV Asset Management Chicago, Illinois	$343M	-$45.3M	3	0.76%	Reduced
224	Williams Jones Wealth Management New York	$337M	+$5.76M	7	3.86%	Increased
225	Robeco Institutional Asset Management Rotterdam, Netherlands	$337M	-$9.65M	13	0.49%	Reduced