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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
301
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$65M -$13.5M 2 0.57% Reduced
302
Gotham Asset Management
Gotham Asset Management
New York
$64.5M +$42.9M 7 0.94% Increased
303
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$63.8M +$10.5M 7 0.35% Increased
304
SJIC
St. James Investment Company
Texas
$63.8M -$5.79M 1 7.37% Reduced
305
Manning & Napier Group
Manning & Napier Group
New York
$63.6M +$64.8M 7 0.57% New
306
First Eagle Investment Management
First Eagle Investment Management
New York
$62.7M +$4.78M 1 0.15% Increased
307
Fisher Asset Management
Fisher Asset Management
Washington
$62.4M +$1.55M 6 0.08% Increased
308
Check Capital Management
Check Capital Management
California
$61.5M +$59.8M 1 3.38% New
309
AIM
Allen Investment Management
New York
$61M -$11.6M 3 2.72% Reduced
310
DCM
Daruma Capital Management
New York
$60.7M -$5.84M 1 3.79% Reduced
311
Welch & Forbes
Welch & Forbes
Massachusetts
$60.3M -$2.19M 2 1.61% Reduced
312
FI
Fosun International
China
$59.9M +$47.1M 1 5.25% Increased
313
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.2M +$13.3M 4 0.26% Increased
314
Addenda Capital
Addenda Capital
Quebec, Canada
$58.6M -$2.99M 1 4.04% Reduced
315
Westwood Holdings Group
Westwood Holdings Group
Texas
$58.2M +$148K 4 0.44% Increased
316
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.2M +$4.47M 7 0.47% Increased
317
Saturna Capital
Saturna Capital
Washington
$57.7M +$9.39K 2 1.77% Increased
318
Fidelity International
Fidelity International
Bermuda
$57.1M +$5.92K 4 0.16% Increased
319
TPSF
Texas Permanent School Fund
Texas
$57M -$1.84M 13 0.71% Reduced
320
SFM
Systematic Financial Management
New Jersey
$57M -$19.3M 5 1.14% Reduced
321
STT
Singapore Technologies Telemedia
Singapore
$57M $0 1 3.55% Maintained
322
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$55.8M +$5.56M 5 0.98% Increased
323
Abrams Capital Management
Abrams Capital Management
Massachusetts
$55.8M -$9.86M 1 1.88% Reduced
324
MetLife Investment Management
MetLife Investment Management
New Jersey
$54.9M +$55.5M 15 0.62% New
325
Envestnet Asset Management
Envestnet Asset Management
Illinois
$54.6M +$6.88M 18 0.12% Increased
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