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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
Comerica Bank
Comerica Bank
Texas
$96.6M +$628K 21 0.76% Increased
252
SC
Schooner Capital
Florida
$96M $0 1 100% Maintained
253
CIBC World Markets
CIBC World Markets
New York
$95.4M -$25.5M 6 0.89% Reduced
254
CRM
Cramer Rosenthal McGlynn
Connecticut
$94.8M -$15.9M 2 2.68% Reduced
255
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$94.5M +$21.2M 4 1.13% Increased
256
Royal London Asset Management
Royal London Asset Management
United Kingdom
$94.2M +$20.3M 9 0.71% Increased
257
Balyasny Asset Management
Balyasny Asset Management
Illinois
$92.7M +$16.7M 6 0.64% Increased
258
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$92.6M +$89.2M 3 1.9% New
259
Intact Investment Management
Intact Investment Management
Quebec, Canada
$92M -$6.11M 4 3.27% Reduced
260
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$91M -$81.2M 10 0.56% Reduced
261
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$90.9M -$2.11M 10 0.71% Reduced
262
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$89.4M -$9.69M 10 1.4% Reduced
263
CBT
Capital Bank & Trust
California
$88.6M -$13.5M 10 1.23% Reduced
264
Select Equity Group
Select Equity Group
New York
$88.4M -$11.9M 1 0.6% Reduced
265
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$87.9M -$1.64M 2 1.36% Reduced
266
Capital International Inc
Capital International Inc
California
$87.6M +$69.9M 3 1.32% Increased
267
IC
Inverness Counsel
New York
$85.9M -$3.22M 1 4.45% Reduced
268
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$85.9M +$5.61M 2 1.95% Increased
269
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$84.2M -$4.79M 1 2.59% Reduced
270
Nordea Investment Management
Nordea Investment Management
Sweden
$83.7M +$682K 11 0.18% Increased
271
Alyeska Investment Group
Alyeska Investment Group
Illinois
$83.7M +$33.2M 3 1.21% Increased
272
MSL
Mackay Shields LLC
New York
$83.5M +$20.3M 11 0.51% Increased
273
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$83.2M +$8.15M 1 0.81% Increased
274
Temasek Holdings
Temasek Holdings
Singapore
$82.1M $0 1 0.6% Maintained
275
Los Angeles Capital Management
Los Angeles Capital Management
California
$81.7M -$38.7M 13 0.44% Reduced
9 10
11
12 13