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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
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$173M -$1.44M 21 1.91% Reduced
227
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$172M $0 2 4.46% Maintained
228
LPC
Long Pond Capital
New York
$171M +$201M 3 5.86% New
229
LSV Asset Management
LSV Asset Management
Illinois
$171M -$14M 5 0.29% Reduced
230
Fenimore Asset Management
Fenimore Asset Management
New York
$171M -$494K 3 4.4% Reduced
231
TIAM
TT International Asset Management
United Kingdom
$170M +$33.8M 1 6.78% Increased
232
Rockefeller Capital Management
Rockefeller Capital Management
New York
$169M +$7.88M 24 1.14% Increased
233
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$168M -$46.1M 9 1.33% Reduced
234
Sachem Head Capital Management
Sachem Head Capital Management
New York
$168M +$10.1M 1 4.53% Increased
235
Royce & Associates
Royce & Associates
New York
$165M +$43.6M 7 1.11% Increased
236
AIG
American International Group
New York
$165M -$28.4M 23 0.58% Reduced
237
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$164M -$4.68M 2 1.67% Reduced
238
LPL Financial
LPL Financial
California
$160M +$9.64M 23 0.18% Increased
239
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$160M +$39.5M 10 2.06% Increased
240
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$159M +$9.4M 10 1.56% Increased
241
BRIM
Broad Run Investment Management
Virginia
$157M +$1.79M 1 10.46% Increased
242
Baupost Group
Baupost Group
Massachusetts
$157M $0 1 1.25% Maintained
243
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$156M +$15.8M 15 1.69% Increased
244
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$155M -$9.58M 23 0.92% Reduced
245
TimesSquare Capital Management
TimesSquare Capital Management
New York
$153M -$21.7M 2 1.31% Reduced
246
Confluence Investment Management
Confluence Investment Management
Missouri
$153M -$330K 3 2.14% Reduced
247
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$150M -$24.6M 5 1.74% Reduced
248
Commerce Bank
Commerce Bank
Missouri
$150M +$8.27M 10 1.14% Increased
249
DG
DigitalBridge Group
Florida
$146M +$32.6M 6 18.68% Increased
250
MAMU
Marathon Asset Management (UK)
United Kingdom
$144M -$1.47M 1 2.01% Reduced
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