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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
Pacer Advisors
Pacer Advisors
Pennsylvania
$333M -$126M 17 0.85% Reduced
227
Gotham Asset Management
Gotham Asset Management
New York
$329M +$63M 19 1.2% Increased
228
Osaic Holdings
Osaic Holdings
Arizona
$327M -$53.5M 51 0.48% Reduced
229
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$324M -$4.11M 6 3.66% Reduced
230
Castle Hook Partners
Castle Hook Partners
New York
$323M -$124M 2 1.34% Reduced
231
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$314M -$13.6M 24 0.72% Reduced
232
HRES
Heitman Real Estate Securities
Illinois
$311M -$49.3M 4 21.85% Reduced
233
Silvercrest Asset Management
Silvercrest Asset Management
New York
$309M -$12.9M 15 2.12% Reduced
234
Bridgewater Associates
Bridgewater Associates
Connecticut
$306M +$49.1M 20 1.12% Increased
235
Vontobel Holding
Vontobel Holding
Switzerland
$304M +$64.6M 24 0.96% Increased
236
Resona Asset Management
Resona Asset Management
Japan
$303M +$1.03M 11 1.46% Increased
237
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$303M +$29.5M 28 1.17% Increased
238
ACM
AEW Capital Management
Massachusetts
$301M -$95.3M 3 21.82% Reduced
239
Aristotle Capital Management
Aristotle Capital Management
California
$297M -$5.95M 2 0.59% Reduced
240
William Blair & Company
William Blair & Company
Illinois
$295M +$2.48M 21 0.79% Increased
241
Cannell & Spears
Cannell & Spears
New York
$292M -$10.7M 9 5.46% Reduced
242
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$289M +$65.4M 22 0.33% Increased
243
Two Sigma Advisers
Two Sigma Advisers
New York
$287M -$72.6M 26 0.56% Reduced
244
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$286M +$36.6M 21 1.27% Increased
245
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$286M +$16.8M 34 0.39% Increased
246
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$285M -$27.8M 15 0.91% Reduced
247
APG Asset Management
APG Asset Management
Netherlands
$285M -$11.8M 11 0.81% Reduced
248
Quantinno Capital Management
Quantinno Capital Management
New York
$283M +$57.5M 31 0.57% Increased
249
AGF Management
AGF Management
Ontario, Canada
$283M -$70.6M 8 1.23% Reduced
250
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$281M -$56.4M 25 1.03% Reduced
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