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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
Two Sigma Advisers
Two Sigma Advisers
New York
$154M -$41.3M 19 0.4% Reduced
227
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$152M $0 1 1.57% Maintained
228
Railway Pension Investments
Railway Pension Investments
United Kingdom
$150M -$6.34M 2 1.53% Reduced
229
Holocene Advisors
Holocene Advisors
New York
$149M -$159M 6 0.73% Reduced
230
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$148M +$5.46M 4 2.32% Increased
231
ACM
Adelante Capital Management
California
$148M -$17.2M 4 12.89% Reduced
232
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$5.04M 1 1.7% Reduced
233
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$145M +$4.35M 12 0.4% Increased
234
Jane Street
Jane Street
New York
$145M +$28.8M 37 0.06% Increased
235
Sachem Head Capital Management
Sachem Head Capital Management
New York
$145M -$103M 1 6.41% Reduced
236
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$145M +$1.83M 9 1.51% Increased
237
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$144M +$917K 3 3.86% Increased
238
Ariel Investments
Ariel Investments
Illinois
$143M -$13.1M 1 1.38% Reduced
239
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$143M +$57.4M 2 2.21% Increased
240
HighTower Advisors
HighTower Advisors
Illinois
$143M +$9.08M 20 0.31% Increased
241
Silvercrest Asset Management
Silvercrest Asset Management
New York
$139M -$5.91M 5 1.06% Reduced
242
AIG
American International Group
New York
$138M +$300K 26 0.91% Increased
243
Rafferty Asset Management
Rafferty Asset Management
New York
$137M +$18.2M 8 0.93% Increased
244
M&T Bank
M&T Bank
New York
$137M -$6.93M 15 0.53% Reduced
245
INTECH Investment Management
INTECH Investment Management
Florida
$137M -$27.5M 7 1.11% Reduced
246
Marshall Wace
Marshall Wace
United Kingdom
$136M -$26.7M 18 0.29% Reduced
247
Royce & Associates
Royce & Associates
New York
$133M -$4.29M 11 1.34% Reduced
248
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$132M +$34.7M 17 0.47% Increased
249
Harding Loevner
Harding Loevner
New Jersey
$131M +$2.45M 1 0.75% Increased
250
Putnam Investments
Putnam Investments
Massachusetts
$130M +$92.9M 10 0.21% Increased
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