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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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$163M -$26.5M 3 1.33% Reduced
227
Two Sigma Advisers
Two Sigma Advisers
New York
$162M +$18.1M 16 0.43% Increased
228
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$161M +$8.91M 12 1.25% Increased
229
Fenimore Asset Management
Fenimore Asset Management
New York
$161M -$608K 2 4.51% Reduced
230
Man Group
Man Group
United Kingdom
$160M +$39.3M 16 0.7% Increased
231
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160M -$1.73M 19 1.93% Reduced
232
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$159M $0 2 4.32% Maintained
233
RGREA
Ranger Global Real Estate Advisors
Colorado
$157M +$67.9M 4 18.94% Increased
234
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$155M +$949K 22 0.95% Increased
235
Sachem Head Capital Management
Sachem Head Capital Management
New York
$155M +$21.5M 1 5.4% Increased
236
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$154M +$7.69M 2 1.69% Increased
237
Wedge Capital Management
Wedge Capital Management
North Carolina
$152M -$15.6M 5 1.76% Reduced
238
LSV Asset Management
LSV Asset Management
Illinois
$151M +$32.4M 6 0.28% Increased
239
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$151M +$41.4M 6 2.49% Increased
240
TIAM
TT International Asset Management
United Kingdom
$151M +$114M 1 6.99% New
241
Confluence Investment Management
Confluence Investment Management
Missouri
$148M -$4.49M 3 2.2% Reduced
242
Alyeska Investment Group
Alyeska Investment Group
Illinois
$147M +$98.2M 3 2.08% Increased
243
Rockefeller Capital Management
Rockefeller Capital Management
New York
$145M +$16M 22 1.1% Increased
244
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$145M -$16.6M 11 1.52% Reduced
245
Panagora Asset Management
Panagora Asset Management
Massachusetts
$144M -$12.2M 27 0.85% Reduced
246
OP
Oldfield Partners
United Kingdom
$144M +$15.4M 2 6.9% Increased
247
M&G Investment Management
M&G Investment Management
United Kingdom
$144M -$914K 4 0.9% Reduced
248
BRIM
Broad Run Investment Management
Virginia
$144M -$32.3M 1 9.71% Reduced
249
Holocene Advisors
Holocene Advisors
New York
$143M +$25.8M 7 0.9% Increased
250
LPL Financial
LPL Financial
California
$142M +$12.8M 22 0.18% Increased
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