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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
Guinness Asset Management
Guinness Asset Management
United Kingdom
$242M +$239M 6 3.86% Increased
277
Group One Trading
Group One Trading
Illinois
$241M -$83.4M 27 0.42% Reduced
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$241M -$2.86M 17 1.21% Reduced
279
MetLife Investment Management
MetLife Investment Management
New Jersey
$239M +$17.8M 28 1.15% Increased
280
Candriam SCA
Candriam SCA
Luxembourg
$238M +$70.2M 11 1.25% Increased
281
Quantinno Capital Management
Quantinno Capital Management
New York
$237M +$44.3M 29 0.65% Increased
282
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$237M +$8.36M 24 0.76% Increased
283
Commerce Bank
Commerce Bank
Missouri
$235M -$4.71M 16 1.31% Reduced
284
Los Angeles Capital Management
Los Angeles Capital Management
California
$233M -$47.6M 15 0.79% Reduced
285
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$232M -$74.2M 26 0.93% Reduced
286
Royce & Associates
Royce & Associates
New York
$231M -$2.36M 7 2.31% Reduced
287
EULAV Asset Management
EULAV Asset Management
Florida
$231M -$14.6M 4 5.38% Reduced
288
PCM
Portolan Capital Management
Massachusetts
$231M +$75.2M 9 12.49% Increased
289
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$230M +$22.9M 18 0.37% Increased
290
Geneva Capital Management
Geneva Capital Management
Wisconsin
$228M -$1.91M 2 3.91% Reduced
291
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$228M -$22.3M 2 9.88% Reduced
292
Moore Capital Management
Moore Capital Management
New York
$226M +$46.7M 13 3.11% Increased
293
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$225M +$5.26M 30 0.87% Increased
294
Comerica Bank
Comerica Bank
Texas
$222M -$3.32M 22 0.84% Reduced
295
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$222M +$6.19M 12 0.62% Increased
296
CastleKnight Management
CastleKnight Management
New York
$221M -$19.2M 14 4.35% Reduced
297
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$217M -$129M 2 1.3% Reduced
298
TC
Triata Capital
Hong Kong
$217M +$20M 2 25.28% Increased
299
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$216M -$14.6M 2 2.03% Reduced
300
Swiss Life Asset Management
Swiss Life Asset Management
$215M +$97.4M 23 1.12% Increased
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