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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
251
TimesSquare Capital Management
TimesSquare Capital Management
New York
$92.1M -$14.2M 2 0.62% Reduced
252
BHG
Blue Harbour Group
Connecticut
$92.1M +$82M 1 3.32% Increased
253
MICM
Matthews International Capital Management
California
$91M -$3.08M 2 3.77% Reduced
254
Marshall Wace North America
Marshall Wace North America
New York
$85.4M +$26.3M 9 0.54% Increased
255
AMF Tjänstepension
AMF Tjänstepension
Sweden
$84.6M +$11.9M 4 0.93% Increased
256
US Bancorp
US Bancorp
Minnesota
$84.2M +$2.41M 19 0.27% Increased
257
Intact Investment Management
Intact Investment Management
Quebec, Canada
$84M -$2.94M 4 3.65% Reduced
258
VFA
Virtus Fund Advisers
Connecticut
$82.5M -$59.9M 7 0.84% Reduced
259
Horizon Kinetics
Horizon Kinetics
New York
$80.4M -$1.78M 3 2.36% Reduced
260
Glenmede Trust
Glenmede Trust
Pennsylvania
$79.8M +$7.62M 18 0.35% Increased
261
Great Lakes Advisors
Great Lakes Advisors
Illinois
$79.7M +$10.7M 4 1.88% Increased
262
IC
Inverness Counsel
New York
$78.4M -$82.4M 1 5.54% Reduced
263
Scotia Capital
Scotia Capital
Ontario, Canada
$78.1M +$7.6M 5 1.11% Increased
264
ESCM
Echo Street Capital Management
New York
$77.6M +$9.47M 2 2.64% Increased
265
OP
Oldfield Partners
United Kingdom
$77.2M +$2.9M 2 6.21% Increased
266
Regions Financial Corp
Regions Financial Corp
Alabama
$77M -$490K 5 0.87% Reduced
267
HCM
HMI Capital Management
California
$76.6M +$12.5M 1 10.56% Increased
268
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$76.5M -$7.56M 6 1.34% Reduced
269
Natixis Advisors
Natixis Advisors
Massachusetts
$75.8M +$7.51M 11 0.8% Increased
270
Baird Financial Group
Baird Financial Group
Wisconsin
$75.7M -$5.17M 8 0.57% Reduced
271
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$75.2M -$45.4M 2 0.7% Reduced
272
NSCM
New South Capital Management
Tennessee
$75.1M -$758K 1 1.79% Reduced
273
ClearBridge Investments
ClearBridge Investments
New York
$74.9M -$13.2M 9 0.07% Reduced
274
MP
Makaira Partners
California
$74.6M -$457K 1 9.69% Reduced
275
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74M +$18.7M 11 0.29% Increased
9 10
11
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