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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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$116M +$112K 4 1.61% Increased
227
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$116M +$69.8M 4 1.99% Increased
228
Man Group
Man Group
United Kingdom
$116M -$109M 13 0.75% Reduced
229
UIC
Uniplan Investment Counsel
Wisconsin
$115M +$9.11M 4 8.69% Increased
230
IC
Inverness Counsel
New York
$115M +$25.6M 1 7.19% Increased
231
Glenmede Trust
Glenmede Trust
Pennsylvania
$114M $0 21 0.52% Maintained
232
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$114M $0 2 4.58% Maintained
233
Pinnacle Associates
Pinnacle Associates
New York
$113M +$40M 8 3.43% Increased
234
Storebrand Asset Management
Storebrand Asset Management
Norway
$112M +$125M 11 1.16% New
235
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111M +$13.4M 18 1.94% Increased
236
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$110M +$14.9M 10 2.1% Increased
237
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$109M +$12.4M 15 1.72% Increased
238
Wedge Capital Management
Wedge Capital Management
North Carolina
$107M +$2.15M 4 1.85% Increased
239
AMF Tjänstepension
AMF Tjänstepension
Sweden
$105M -$8.18M 3 1.33% Reduced
240
Davis Selected Advisers
Davis Selected Advisers
Arizona
$103M -$1.99M 5 0.7% Reduced
241
Cerity Partners
Cerity Partners
New York
$103M +$3.76M 4 6.47% Increased
242
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$102M +$24.4M 11 0.91% Increased
243
Temasek Holdings
Temasek Holdings
Singapore
$101M -$26.1M 2 0.74% Reduced
244
Glenview Capital Management
Glenview Capital Management
New York
$98.4M -$98.7M 1 2.67% Reduced
245
Balyasny Asset Management
Balyasny Asset Management
Illinois
$98.3M -$67.5M 9 1.17% Reduced
246
Douglas Lane & Associates
Douglas Lane & Associates
New York
$97.5M -$5.87M 4 2.57% Reduced
247
Geneva Capital Management
Geneva Capital Management
Wisconsin
$96.9M +$102M 2 2.76% New
248
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$94.6M +$16.9M 10 1.46% Increased
249
Comerica Bank
Comerica Bank
Texas
$94.5M +$5.2M 21 0.87% Increased
250
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$94.4M +$10.7M 5 1.59% Increased
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