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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$111M +$86.5M 8 0.84% Increased
227
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$111M +$25M 2 4.3% Increased
228
CBOA
Commonwealth Bank of Australia
Australia
$110M -$9.83M 10 1.06% Reduced
229
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$109M +$20.3M 26 0.16% Increased
230
AL
AJO LP
Pennsylvania
$109M +$14.2M 2 0.52% Increased
231
Temasek Holdings
Temasek Holdings
Singapore
$109M $0 1 0.63% Maintained
232
UIC
Uniplan Investment Counsel
Wisconsin
$109M -$13.1M 4 6.33% Reduced
233
Moore Capital Management
Moore Capital Management
New York
$108M +$3.85M 3 2.32% Increased
234
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108M -$787K 17 1.57% Reduced
235
Polar Capital
Polar Capital
United Kingdom
$107M +$15M 3 0.91% Increased
236
CAM
Contour Asset Management
New York
$106M -$777K 1 3.73% Reduced
237
Fenimore Asset Management
Fenimore Asset Management
New York
$106M +$223K 3 3.72% Increased
238
Eagle Asset Management
Eagle Asset Management
Florida
$106M +$44.7M 5 0.51% Increased
239
Silvercrest Asset Management
Silvercrest Asset Management
New York
$104M -$5.2M 4 0.95% Reduced
240
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$104M +$925K 1 1.78% Increased
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$104M +$38.9M 11 0.65% Increased
242
AACA
American Assets Capital Advisers
California
$102M +$17.8M 4 20.81% Increased
243
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$102M +$5.79M 19 0.87% Increased
244
Scotia Capital
Scotia Capital
Ontario, Canada
$102M +$15.6M 5 1.29% Increased
245
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$98.8M +$18.4M 2 1.03% Increased
246
HCM
HMI Capital Management
California
$97.8M -$11.8M 1 12.49% Reduced
247
Williams Jones & Associates
Williams Jones & Associates
New York
$96.8M -$7.21M 3 1.95% Reduced
248
DZ Bank
DZ Bank
Germany
$95.6M +$44M 6 0.34% Increased
249
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$95.6M +$9.25M 8 1.11% Increased
250
Nomura Asset Management
Nomura Asset Management
Japan
$94.5M +$968K 9 0.92% Increased
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