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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
Squarepoint
Squarepoint
New York
$85.8M -$1.29M 20 0.43% Reduced
302
WCMNY
Westchester Capital Management (New York)
New York
$85M +$18.1M 1 2.39% Increased
303
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$84.9M -$4.94M 3 1.38% Reduced
304
Starboard Value
Starboard Value
New York
$84.7M $0 1 1.86% Maintained
305
Verition Fund Management
Verition Fund Management
Connecticut
$83.7M +$41.2M 20 0.94% Increased
306
SI
Standard Investments
New York
$83.5M $0 1 3.82% Maintained
307
Public Investment Fund
Public Investment Fund
Saudi Arabia
$82.8M $0 1 0.22% Maintained
308
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$82.7M +$52M 15 1.08% Increased
309
Capital Group Private Client Services
Capital Group Private Client Services
California
$81.2M -$440K 2 1.14% Reduced
310
UIC
Uniplan Investment Counsel
Wisconsin
$80.9M -$17.2M 3 6.21% Reduced
311
Arizona State Retirement System
Arizona State Retirement System
Arizona
$80.7M -$679K 22 0.83% Reduced
312
Wedge Capital Management
Wedge Capital Management
North Carolina
$80.5M +$202K 4 1.36% Increased
313
CET
Clean Energy Transition
United Kingdom
$79.1M -$21.7M 2 9.07% Reduced
314
Homestead Advisers
Homestead Advisers
Virginia
$77.6M -$171K 4 2.35% Reduced
315
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$77.1M -$5.95M 1 1.32% Reduced
316
TAL
TIG Advisors LLC
New York
$76.3M +$21M 1 2.78% Increased
317
Gradient Investments
Gradient Investments
Minnesota
$75.8M +$48.2M 11 2.32% Increased
318
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$75M -$12M 9 0.15% Reduced
319
Holocene Advisors
Holocene Advisors
New York
$74.6M -$165M 9 0.48% Reduced
320
Davis Selected Advisers
Davis Selected Advisers
Arizona
$74.1M +$134K 4 0.53% Increased
321
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$74M -$3.35M 4 2.29% Reduced
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$73.9M +$6.23M 6 0.43% Increased
323
NAM
Nexpoint Asset Management
Texas
$73.6M +$38.1M 1 4.92% Increased
324
ECP
Electron Capital Partners
New York
$73.5M +$73.5M 2 3.23% New
325
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$73M +$86.4M 13 1.24% New
11 12
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