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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
River Road Asset Management
River Road Asset Management
Kentucky
$139M +$11.5M 3 1.97% Increased
252
BC
Brahman Capital
New York
$138M -$16.3M 1 12.1% Reduced
253
Two Sigma Investments
Two Sigma Investments
New York
$138M +$14.9M 12 0.4% Increased
254
MAMU
Marathon Asset Management (UK)
United Kingdom
$135M -$20.4M 1 1.9% Reduced
255
Natixis
Natixis
France
$135M +$117M 10 0.49% Increased
256
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$134M -$4.32M 15 1.51% Reduced
257
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$134M -$33.6M 10 0.81% Reduced
258
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M +$1.53M 9 0.74% Increased
259
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$131M +$40M 3 3.09% Increased
260
Comerica Bank
Comerica Bank
Texas
$129M -$2.98M 23 0.82% Reduced
261
Railway Pension Investments
Railway Pension Investments
United Kingdom
$128M -$20.2M 1 1.23% Reduced
262
NHAS
Novo Holdings A/S
Denmark
$127M $0 1 5.43% Maintained
263
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$127M +$11.2M 3 4.52% Increased
264
Commerce Bank
Commerce Bank
Missouri
$126M +$32.4M 9 1.02% Increased
265
Prudential plc
Prudential plc
United Kingdom
$124M -$52.4M 3 0.66% Reduced
266
Pinnacle Associates
Pinnacle Associates
New York
$123M -$6.91M 10 2.51% Reduced
267
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$123M -$2.56M 18 0.75% Reduced
268
PS
Presima Securities
Quebec, Canada
$122M +$13M 2 17.96% Increased
269
Point72 Asset Management
Point72 Asset Management
Connecticut
$121M -$69.9M 9 0.59% Reduced
270
DG
DigitalBridge Group
Florida
$121M +$101M 7 29.56% Increased
271
Martingale Asset Management
Martingale Asset Management
Massachusetts
$120M +$615K 8 1.36% Increased
272
OCM
OLP Capital Management
Hong Kong
$119M +$113M 1 32.65% New
273
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$118M +$1.11M 11 0.79% Increased
274
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$116M +$239K 1 1.86% Increased
275
Baupost Group
Baupost Group
Massachusetts
$116M +$6.36M 1 1.07% Increased
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