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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$135M +$6.38M 12 1.12% Increased
227
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$134M +$8.88M 10 2.03% Increased
228
Fenimore Asset Management
Fenimore Asset Management
New York
$134M -$76.2K 2 4.69% Reduced
229
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$132M $0 2 4.43% Maintained
230
IC
Inverness Counsel
New York
$132M -$44K 1 6.56% Reduced
231
Temasek Holdings
Temasek Holdings
Singapore
$131M -$24M 2 0.78% Reduced
232
Carmignac Gestion
Carmignac Gestion
France
$131M -$685K 2 1.81% Reduced
233
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$131M +$8.18M 15 1.67% Increased
234
Wedge Capital Management
Wedge Capital Management
North Carolina
$131M +$5.28M 5 1.79% Increased
235
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$130M -$10.2M 21 1.12% Reduced
236
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$129M +$3.78M 4 1.84% Increased
237
MAMU
Marathon Asset Management (UK)
United Kingdom
$129M -$3.87M 1 1.97% Reduced
238
Geneva Capital Management
Geneva Capital Management
Wisconsin
$128M +$3.47M 2 2.77% Increased
239
Frontier Capital Management
Frontier Capital Management
Massachusetts
$127M -$33.2M 4 1.13% Reduced
240
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$125M +$49.3M 13 0.76% Increased
241
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124M +$241K 17 1.86% Increased
242
AACA
American Assets Capital Advisers
California
$124M -$29.1M 6 23.79% Reduced
243
Pinnacle Associates
Pinnacle Associates
New York
$123M -$3.91M 8 3.04% Reduced
244
M&G Investment Management
M&G Investment Management
United Kingdom
$123M +$34.9M 5 1.3% Increased
245
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$121M +$13M 10 1.38% Increased
246
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$119M -$20.6M 1 1.39% Reduced
247
UIC
Uniplan Investment Counsel
Wisconsin
$118M -$9.1M 4 8.23% Reduced
248
Nomura Holdings
Nomura Holdings
Japan
$118M +$105M 8 0.41% Increased
249
VanEck Associates
VanEck Associates
New York
$116M -$1.59M 11 0.4% Reduced
250
Davis Selected Advisers
Davis Selected Advisers
Arizona
$112M -$3.23M 5 0.65% Reduced
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