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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
CIBC World Markets
CIBC World Markets
New York
$153M -$6.94M 9 1.43% Reduced
227
SAM
Securian Asset Management
Minnesota
$146M -$7.96M 9 3.5% Reduced
228
Confluence Investment Management
Confluence Investment Management
Missouri
$146M +$1.81M 2 2.27% Increased
229
SPF
Steven Patrick Farmer
$146M +$158M 2 2.27% New
230
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$146M -$8.65M 18 1.27% Reduced
231
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$146M -$1.64M 2 1.83% Reduced
232
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$143M -$34.1M 3 1.87% Reduced
233
Railway Pension Investments
Railway Pension Investments
United Kingdom
$142M -$4.69M 2 1.39% Reduced
234
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$141M +$4.4M 10 1.59% Increased
235
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$141M +$10.3M 14 0.64% Increased
236
Harding Loevner
Harding Loevner
New Jersey
$139M -$1.98M 2 0.86% Reduced
237
TimesSquare Capital Management
TimesSquare Capital Management
New York
$139M +$4.46M 2 1.94% Increased
238
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$139M +$16.6M 1 2.53% Increased
239
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$137M -$13.6M 2 4.25% Reduced
240
Fenimore Asset Management
Fenimore Asset Management
New York
$134M -$624K 2 3.77% Reduced
241
Ariel Investments
Ariel Investments
Illinois
$132M +$9.69M 1 1.32% Increased
242
NSCM
New South Capital Management
Tennessee
$132M -$2.35M 2 6.02% Reduced
243
Osaic Holdings
Osaic Holdings
Arizona
$131M +$3.37M 39 0.29% Increased
244
NHAS
Novo Holdings A/S
Denmark
$130M $0 1 6.4% Maintained
245
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$128M +$5.3M 10 0.81% Increased
246
MAMU
Marathon Asset Management (UK)
United Kingdom
$127M -$4.33M 1 2.11% Reduced
247
BRIM
Broad Run Investment Management
Virginia
$126M -$13.4M 1 11.49% Reduced
248
Woodline Partners
Woodline Partners
California
$124M +$80.6M 6 1.91% Increased
249
Westfield Capital Management
Westfield Capital Management
Massachusetts
$123M +$9.06M 2 0.97% Increased
250
Royal London Asset Management
Royal London Asset Management
United Kingdom
$123M -$42.5K 9 0.57% Reduced
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