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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
Two Sigma Investments
Two Sigma Investments
New York
$130M -$72.1M 19 0.37% Reduced
252
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$126M -$113M 11 1.3% Reduced
253
Driehaus Capital Management
Driehaus Capital Management
Illinois
$124M +$21.3M 6 1.74% Increased
254
Confluence Investment Management
Confluence Investment Management
Missouri
$121M +$9.19M 2 1.79% Increased
255
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$121M -$2.86M 4 4.34% Reduced
256
Panagora Asset Management
Panagora Asset Management
Massachusetts
$119M -$17.4M 12 0.75% Reduced
257
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$118M -$5.41M 8 1.57% Reduced
258
Geneva Capital Management
Geneva Capital Management
Wisconsin
$118M +$2M 2 2.41% Increased
259
Rathbones Group
Rathbones Group
United Kingdom
$117M +$1.86M 4 1.19% Increased
260
1WCM
12 West Capital Management
New York
$116M -$11M 1 9.98% Reduced
261
MetLife Investment Management
MetLife Investment Management
New Jersey
$116M -$1.29M 22 0.83% Reduced
262
RGREA
Ranger Global Real Estate Advisors
Colorado
$116M +$24.7M 4 15.22% Increased
263
Alyeska Investment Group
Alyeska Investment Group
Illinois
$116M -$38.2M 4 1.01% Reduced
264
Fred Alger Management
Fred Alger Management
New York
$115M -$96.8M 5 0.61% Reduced
265
SSM
Sound Shore Management
Connecticut
$114M -$13.6M 1 4.31% Reduced
266
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$114M +$36.3M 3 2.5% Increased
267
EC
Eminence Capital
New York
$113M -$20.8M 1 1.61% Reduced
268
CET
Clean Energy Transition
United Kingdom
$113M +$10.4M 1 10.18% Increased
269
CC
Cannell & Co
New York
$113M +$13.4M 3 4.04% Increased
270
Scharf Investments
Scharf Investments
California
$113M +$113M 1 3.57% Increased
271
Great Lakes Advisors
Great Lakes Advisors
Illinois
$113M +$104M 6 1.03% Increased
272
Hood River Capital Management
Hood River Capital Management
Florida
$112M +$38.3M 4 3.61% Increased
273
Eventide Asset Management
Eventide Asset Management
Massachusetts
$110M +$8.25M 3 2.03% Increased
274
William Blair & Company
William Blair & Company
Illinois
$110M -$983K 11 0.44% Reduced
275
Amalgamated Bank
Amalgamated Bank
New York
$109M -$2.98M 26 0.93% Reduced
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