← All themes

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
LSV Asset Management
LSV Asset Management
Illinois
$193M -$399K 5 0.33% Reduced
227
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$193M +$15.3M 9 2.34% Increased
228
Fenimore Asset Management
Fenimore Asset Management
New York
$192M -$2.15M 3 4.65% Reduced
229
SAM
Securian Asset Management
Minnesota
$191M -$4.17M 10 3.89% Reduced
230
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$191M -$17.5M 11 0.23% Reduced
231
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$191M $0 2 4.65% Maintained
232
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$190M +$31.1M 6 2.67% Increased
233
LPL Financial
LPL Financial
California
$190M +$13.1M 23 0.19% Increased
234
RGREA
Ranger Global Real Estate Advisors
Colorado
$187M -$73.5M 4 14.71% Reduced
235
Sachem Head Capital Management
Sachem Head Capital Management
New York
$181M +$18M 1 4.7% Increased
236
Baupost Group
Baupost Group
Massachusetts
$181M -$9.55M 1 1.47% Reduced
237
Cerity Partners
Cerity Partners
New York
$179M -$626K 9 3.93% Reduced
238
NIG
NFJ Investment Group
Texas
$177M -$16.1M 9 3.34% Reduced
239
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$176M +$4.28M 25 0.98% Increased
240
TimesSquare Capital Management
TimesSquare Capital Management
New York
$176M +$10M 2 1.44% Increased
241
Pzena Investment Management
Pzena Investment Management
New York
$175M -$8.13M 2 0.68% Reduced
242
BRIM
Broad Run Investment Management
Virginia
$169M -$11.1M 1 10.6% Reduced
243
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$168M +$21.3M 18 0.88% Increased
244
Confluence Investment Management
Confluence Investment Management
Missouri
$168M -$197K 3 2.23% Reduced
245
DG
DigitalBridge Group
Florida
$166M +$587K 6 19.72% Increased
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$165M -$8.05M 15 1.67% Reduced
247
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$163M -$27.5M 9 1.22% Reduced
248
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$163M +$53M 6 1.36% Increased
249
Royce & Associates
Royce & Associates
New York
$162M -$13.5M 8 1.12% Reduced
250
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$162M +$38.1M 5 1.87% Increased
8 9
10
11 12