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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
Martingale Asset Management
Martingale Asset Management
Massachusetts
$128M -$20.8M 7 1.46% Reduced
277
Two Sigma Investments
Two Sigma Investments
New York
$127M +$42.7M 13 0.29% Increased
278
Pinnacle Associates
Pinnacle Associates
New York
$126M +$1.95M 11 2.28% Increased
279
CBT
Capital Bank & Trust
California
$125M +$3.6M 2 1.45% Increased
280
SIG
Senator Investment Group
New York
$124M -$1.2M 1 2.36% Reduced
281
Artemis Investment Management
Artemis Investment Management
United Kingdom
$124M +$25.3M 4 1.07% Increased
282
Silvercrest Asset Management
Silvercrest Asset Management
New York
$124M -$2.1M 6 0.81% Reduced
283
JP
Jana Partners
New York
$123M +$85.6M 1 10.19% Increased
284
Check Capital Management
Check Capital Management
California
$121M -$1.47M 1 5.47% Reduced
285
UIC
Uniplan Investment Counsel
Wisconsin
$121M -$2.01M 4 7.11% Reduced
286
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$121M +$41.2M 20 0.87% Increased
287
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$120M -$6.67M 1 1.19% Reduced
288
Glenmede Trust
Glenmede Trust
Pennsylvania
$119M -$589K 13 0.62% Reduced
289
Ariel Investments
Ariel Investments
Illinois
$119M +$24.1M 1 1.12% Increased
290
RP
RR Partners
New York
$119M +$64.8M 1 12.76% Increased
291
Huntington National Bank
Huntington National Bank
Ohio
$118M +$82.8K 20 1.18% Increased
292
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$117M +$3.58M 3 2.84% Increased
293
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$117M -$13.1M 2 3.51% Reduced
294
Royal London Asset Management
Royal London Asset Management
United Kingdom
$117M -$7.93M 7 0.48% Reduced
295
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$115M +$8.54M 23 0.22% Increased
296
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$115M +$33.6M 1 0.5% Increased
297
SM
Senvest Management
New York
$115M -$17.7M 1 3.35% Reduced
298
River Road Asset Management
River Road Asset Management
Kentucky
$115M -$27.2M 2 1.23% Reduced
299
Davis Selected Advisers
Davis Selected Advisers
Arizona
$115M -$5.55M 5 0.47% Reduced
300
Alphinity Investment Management
Alphinity Investment Management
Australia
$113M +$102M 1 4.25% Increased
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