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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
226
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85.3M +$2.86M 4 0.19% Increased
227
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$84.4M -$5.38M 11 0.48% Reduced
228
ACI
AMP Capital Investors
Australia
$84M -$607K 10 0.52% Reduced
229
SEI Trust Company
SEI Trust Company
Pennsylvania
$83.7M -$36K 10 0.81% Reduced
230
ACM
Adelante Capital Management
California
$82.5M -$1.3M 1 4.39% Reduced
231
KM
Kylin Management
New York
$81.6M -$1.63M 1 9.87% Reduced
232
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$81.6M -$1.88M 9 1.05% Reduced
233
Two Sigma Advisers
Two Sigma Advisers
New York
$81.2M +$40.3M 9 0.63% Increased
234
Winton Group
Winton Group
United Kingdom
$80.2M +$76.5M 2 0.55% New
235
Axa
Axa
France
$80M +$15.2M 8 0.33% Increased
236
Janus Henderson Group
Janus Henderson Group
$79.5M -$4.91M 6 0.74% Reduced
237
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$76.9M +$46.5M 6 1.71% Increased
238
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$76.8M +$488K 2 2.25% Increased
239
Fred Alger Management
Fred Alger Management
New York
$75.4M -$41.8M 4 0.37% Reduced
240
Stifel Financial
Stifel Financial
Missouri
$75M +$10.7M 11 0.67% Increased
241
RIG
Roosevelt Investment Group
New York
$74.9M +$13.2M 1 3.19% Increased
242
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$74.4M -$261K 1 0.4% Reduced
243
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$74.2M -$2.32B 16 0.07% Reduced
244
Fenimore Asset Management
Fenimore Asset Management
New York
$74M +$358K 2 4.01% Increased
245
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$73.7M -$12.3M 8 0.57% Reduced
246
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$73.2M +$6M 1 4.4% Increased
247
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$72.5M $0 1 4.87% Maintained
248
Confluence Investment Management
Confluence Investment Management
Missouri
$72.4M +$3.67M 2 3.31% Increased
249
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$72.1M -$27.6M 7 0.37% Reduced
250
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$72.1M -$1.33M 18 0.03% Reduced
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