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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
276
Two Sigma Advisers
Two Sigma Advisers
New York
$90.3M -$5.98M 20 0.27% Reduced
277
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$89M +$2.41M 13 0.56% Increased
278
TAM
Third Avenue Management
New York
$88.5M -$7.54M 4 12.4% Reduced
279
Capital International Inc
Capital International Inc
California
$88.3M -$4.19M 2 1.08% Reduced
280
Martingale Asset Management
Martingale Asset Management
Massachusetts
$87.8M +$6.91M 8 1.03% Increased
281
Royal London Asset Management
Royal London Asset Management
United Kingdom
$87.6M -$2.28M 7 0.61% Reduced
282
Check Capital Management
Check Capital Management
California
$86.9M -$4.59M 1 6% Reduced
283
Osaic Holdings
Osaic Holdings
Arizona
$86.1M -$18.2M 32 0.29% Reduced
284
Huntington National Bank
Huntington National Bank
Ohio
$86.1M +$6.73M 15 1.36% Increased
285
Point72 Asset Management
Point72 Asset Management
Connecticut
$84.8M -$1.6M 10 0.55% Reduced
286
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$84.8M +$61.4M 17 0.71% Increased
287
ESCM
Echo Street Capital Management
New York
$84.1M -$65.5M 2 1% Reduced
288
Los Angeles Capital Management
Los Angeles Capital Management
California
$83.7M -$12.2M 16 0.4% Reduced
289
SSM
Sound Shore Management
Connecticut
$83.5M +$13.2M 1 2.57% Increased
290
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$83.1M +$13.5M 8 0.99% Increased
291
SAM
Scopus Asset Management
New York
$83M +$45.7M 3 2.35% Increased
292
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$82.5M +$9.44M 1 1.08% Increased
293
Addenda Capital
Addenda Capital
Quebec, Canada
$82.5M +$4.67M 1 5.76% Increased
294
TCM
Tekne Capital Management
New York
$82.1M +$21.2M 1 17.11% Increased
295
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$80.8M +$11.1M 1 0.95% Increased
296
MetLife Investment Management
MetLife Investment Management
New Jersey
$80.7M +$2.9M 19 0.92% Increased
297
Westfield Capital Management
Westfield Capital Management
Massachusetts
$79.6M +$16.8M 3 0.55% Increased
298
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$79.3M -$191K 6 1.62% Reduced
299
Chilton Capital Management
Chilton Capital Management
Texas
$78.6M +$7.03M 4 6.72% Increased
300
Balyasny Asset Management
Balyasny Asset Management
Illinois
$78.3M -$36.7M 10 0.68% Reduced
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