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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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$97.7M +$1.18M 7 0.59% Increased
277
Huntington National Bank
Huntington National Bank
Ohio
$95.6M +$3.02M 14 1.4% Increased
278
Capital International Inc
Capital International Inc
California
$95.4M +$54.1K 2 1.05% Increased
279
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$95.1M +$29.3M 15 0.61% Increased
280
Glenmede Trust
Glenmede Trust
Pennsylvania
$93M -$10.1M 24 0.56% Reduced
281
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$92.9M -$6.31M 4 1.75% Reduced
282
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$92M +$3.22M 6 1.7% Increased
283
Osaic Holdings
Osaic Holdings
Arizona
$91.5M +$929K 32 0.27% Increased
284
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$90.9M +$90.5M 1 2.02% New
285
LSV Asset Management
LSV Asset Management
Illinois
$90.5M +$13.5M 6 0.19% Increased
286
Arizona State Retirement System
Arizona State Retirement System
Arizona
$88.9M +$21M 18 0.88% Increased
287
TAM
Timucuan Asset Management
Florida
$87.7M +$23.1M 2 5.11% Increased
288
TI
TT International
United Kingdom
$86.5M +$87M 1 4.47% New
289
KM
Kylin Management
New York
$86.2M +$8.31M 1 30.41% Increased
290
TCM
Tekne Capital Management
New York
$86.2M +$1.84M 1 16.19% Increased
291
TAM
Third Avenue Management
New York
$84.9M -$7.89M 4 11.8% Reduced
292
MetLife Investment Management
MetLife Investment Management
New Jersey
$84.1M -$2.5M 19 0.92% Reduced
293
Creative Planning
Creative Planning
Kansas
$83.1M +$5.72M 16 0.22% Increased
294
Check Capital Management
Check Capital Management
California
$83.1M -$4.35M 1 5.07% Reduced
295
Chilton Capital Management
Chilton Capital Management
Texas
$82.8M -$1.54M 4 6.44% Reduced
296
Swiss Life Asset Management
Swiss Life Asset Management
$82.5M +$2.87M 7 1.23% Increased
297
AG
Artal Group
Luxembourg
$81.8M -$21.9M 1 1.99% Reduced
298
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$81.5M +$15.7M 4 1.81% Increased
299
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$80.5M -$14.3M 6 1.58% Reduced
300
Sachem Head Capital Management
Sachem Head Capital Management
New York
$80.2M $0 1 4.86% Maintained
10 11
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