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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
Discovery Capital Management
Discovery Capital Management
Connecticut
$208M -$5.71M 5 11.24% Reduced
302
Eventide Asset Management
Eventide Asset Management
Massachusetts
$207M +$49.5M 7 3.24% Increased
303
Guinness Asset Management
Guinness Asset Management
United Kingdom
$205M -$7.53M 6 3.32% Reduced
304
Los Angeles Capital Management
Los Angeles Capital Management
California
$204M -$41.6M 25 0.7% Reduced
305
Candriam SCA
Candriam SCA
Luxembourg
$204M -$31.1M 11 1.02% Reduced
306
Meitav Investment House
Meitav Investment House
Israel
$203M +$7.35M 5 2.35% Increased
307
Artemis Investment Management
Artemis Investment Management
United Kingdom
$202M -$127M 3 2.44% Reduced
308
Check Capital Management
Check Capital Management
California
$201M -$218K 1 5.86% Reduced
309
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$201M -$16.5M 2 1.23% Reduced
310
CIP
Champlain Investment Partners
Vermont
$200M -$253M 3 2.03% Reduced
311
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$200M -$6.05M 20 2.13% Reduced
312
HA
Harbor Advisors
Florida
$199M +$349K 5 29.93% Increased
313
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$198M +$33.8M 1 0.93% Increased
314
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$198M +$3.22M 10 0.98% Increased
315
Swiss Life Asset Management
Swiss Life Asset Management
$197M -$9.17M 26 1.01% Reduced
316
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$197M +$20.9M 12 1.55% Increased
317
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$197M +$47.4M 36 0.12% Increased
318
Acadian Asset Management
Acadian Asset Management
Massachusetts
$196M -$68.4M 23 0.32% Reduced
319
Arizona State Retirement System
Arizona State Retirement System
Arizona
$193M -$9.96M 27 1.05% Reduced
320
Rathbones Group
Rathbones Group
United Kingdom
$192M +$2.57M 9 0.75% Increased
321
Verition Fund Management
Verition Fund Management
Connecticut
$192M +$41.2M 27 0.75% Increased
322
Mercer Global Advisors
Mercer Global Advisors
Colorado
$191M +$29M 25 0.29% Increased
323
DnB Asset Management
DnB Asset Management
Norway
$189M +$12.2M 13 0.66% Increased
324
LBP AM
LBP AM
France
$189M -$16.5M 8 2.19% Reduced
325
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$189M -$19.8M 12 1.54% Reduced
11 12
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