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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
Los Angeles Capital Management
Los Angeles Capital Management
California
$276M -$1.46M 10 1.12% Reduced
227
Aristotle Capital Management
Aristotle Capital Management
California
$275M -$8.63M 2 0.53% Reduced
228
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$271M -$4.42M 23 2.19% Reduced
229
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$269M +$48.2M 23 0.52% Increased
230
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$269M +$33.6M 20 1.03% Increased
231
Pacer Advisors
Pacer Advisors
Pennsylvania
$263M -$12.5M 15 0.57% Reduced
232
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$252M +$3.87M 13 0.98% Increased
233
William Blair Investment Management
William Blair Investment Management
Illinois
$243M +$18M 4 0.59% Increased
234
Chevy Chase Trust
Chevy Chase Trust
Maryland
$243M -$5.49M 8 0.74% Reduced
235
HA
Harbor Advisors
Florida
$243M +$237K 3 38.15% Increased
236
Natixis
Natixis
France
$240M +$113M 11 1.47% Increased
237
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$239M +$91.1M 15 0.39% Increased
238
Cooperman Leon G
Cooperman Leon G
$239M $0 1 9.03% Maintained
239
Epoch Investment Partners
Epoch Investment Partners
New York
$238M -$65.2M 4 1.15% Reduced
240
Scharf Investments
Scharf Investments
California
$238M -$14.3M 2 7.04% Reduced
241
Resona Asset Management
Resona Asset Management
Japan
$232M +$17.9M 9 1.37% Increased
242
Creative Planning
Creative Planning
Kansas
$230M +$5.61M 33 0.22% Increased
243
Tidal Investments
Tidal Investments
Wisconsin
$230M +$68.5M 26 1.8% Increased
244
BC
BIT Capital
Germany
$229M +$57M 6 18.19% Increased
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$225M -$8.14M 29 0.87% Reduced
246
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$224M +$235M 24 1.06% New
247
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$222M -$28.8M 1 2.95% Reduced
248
TimesSquare Capital Management
TimesSquare Capital Management
New York
$222M -$2.12M 3 3.24% Reduced
249
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$221M -$53.4M 1 2.13% Reduced
250
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$221M $0 2 4.84% Maintained
8 9
10
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