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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
GA
Geneva Advisors
Illinois
$80.6M +$193K 4 1.52% Increased
227
SCA
Southpoint Capital Advisors
New York
$80.2M +$81.9M 1 4.09% New
228
Gotham Asset Management
Gotham Asset Management
New York
$79.7M +$38.1M 8 0.79% Increased
229
KeyBank National Association
KeyBank National Association
Ohio
$79.6M -$14.9M 9 0.55% Reduced
230
ACM
Atlanta Capital Management
Georgia
$79.6M -$2.38M 2 0.57% Reduced
231
ACI
AMP Capital Investors
Australia
$79.5M +$1.91M 9 0.5% Increased
232
TimesSquare Capital Management
TimesSquare Capital Management
New York
$78.5M +$44.2M 2 0.45% Increased
233
SC
Stralem & Co
New York
$77.6M -$10.2M 1 3.12% Reduced
234
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.3M -$2.88M 13 0.45% Reduced
235
Fenimore Asset Management
Fenimore Asset Management
New York
$76.2M -$209K 2 4.23% Reduced
236
MG
Meritage Group
California
$75.1M +$76.6M 1 1.44% New
237
Axa
Axa
France
$74.9M +$6.76K 7 0.32% Increased
238
IC
Inverness Counsel
New York
$74.4M -$8.23M 1 5.96% Reduced
239
Janus Henderson Group
Janus Henderson Group
$74.4M -$2.87M 6 0.7% Reduced
240
Comerica Bank
Comerica Bank
Texas
$74.3M -$25.2M 15 0.66% Reduced
241
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$74.1M +$342K 2 1.02% Increased
242
Stockbridge Partners
Stockbridge Partners
Massachusetts
$74M -$39.2M 1 4.1% Reduced
243
WCMNY
Westchester Capital Management (New York)
New York
$73.5M -$67M 2 0.91% Reduced
244
SCCM
Schafer Cullen Capital Management
New York
$72.2M +$8.02M 2 0.69% Increased
245
SEI Trust Company
SEI Trust Company
Pennsylvania
$72M -$5.27M 10 0.7% Reduced
246
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$71.3M +$1.25M 1 1.83% Increased
247
Confluence Investment Management
Confluence Investment Management
Missouri
$70.5M -$3.95M 2 3.14% Reduced
248
Raymond James & Associates
Raymond James & Associates
Florida
$68.6M +$9.97M 13 0.39% Increased
249
ACM
Archer Capital Management
New York
$68.5M +$29.2M 2 7.54% Increased
250
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$68.4M -$7.6M 8 0.9% Reduced
8 9
10
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