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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
Los Angeles Capital Management
Los Angeles Capital Management
California
$145M -$95.3M 11 0.64% Reduced
302
GA
GRS Advisors
Illinois
$145M +$95.9M 4 15.09% Increased
303
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$144M +$129M 5 0.88% Increased
304
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$143M +$18.6M 13 0.83% Increased
305
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$143M -$26.4M 5 3.66% Reduced
306
Första AP-fonden
Första AP-fonden
Sweden
$142M +$12.5M 10 1.08% Increased
307
INTECH Investment Management
INTECH Investment Management
Florida
$141M +$17.4M 25 1.45% Increased
308
EULAV Asset Management
EULAV Asset Management
Florida
$140M -$7.64M 4 3.46% Reduced
309
TCW Group
TCW Group
California
$139M -$5.87M 5 1.24% Reduced
310
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$138M -$338K 2 7.69% Reduced
311
UniSuper Management
UniSuper Management
Australia
$136M -$32.8M 9 1.02% Reduced
312
WI
Wafra Inc
New York
$136M $0 1 93.6% Maintained
313
DnB Asset Management
DnB Asset Management
Norway
$136M -$3.27M 11 0.63% Reduced
314
Fenimore Asset Management
Fenimore Asset Management
New York
$136M -$343K 1 2.88% Reduced
315
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$135M +$8.22M 10 1.38% Increased
316
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$134M -$17.1M 10 0.19% Reduced
317
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$133M +$8.97M 14 0.33% Increased
318
Gotham Asset Management
Gotham Asset Management
New York
$130M +$24M 16 1.09% Increased
319
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$130M -$3.14M 2 4.4% Reduced
320
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$129M +$31.3M 17 0.53% Increased
321
CIBC World Markets
CIBC World Markets
New York
$128M -$22.7M 20 1.01% Reduced
322
Addenda Capital
Addenda Capital
Quebec, Canada
$126M -$8.52M 1 4.66% Reduced
323
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$125M -$17.2M 5 2.74% Reduced
324
Swiss Life Asset Management
Swiss Life Asset Management
$125M +$18.1M 10 0.91% Increased
325
Zacks Investment Management
Zacks Investment Management
Illinois
$124M -$2.39M 8 1.16% Reduced
11 12
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