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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
326
Silvercrest Asset Management
Silvercrest Asset Management
New York
$37.8M +$209K 3 0.73% Increased
327
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.7M +$33.2M 3 0.49% Increased
328
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$37.6M +$21.4M 2 0.82% Increased
329
Addenda Capital
Addenda Capital
Quebec, Canada
$37.5M +$591K 1 3.44% Increased
330
ARC
Absolute Return Capital
Massachusetts
$37.1M -$28.3M 3 0.52% Reduced
331
RRC
Red Rocks Capital
Colorado
$37M +$88.1K 1 12.65% Increased
332
ESCM
Echo Street Capital Management
New York
$36.7M +$2.36M 1 4.66% Increased
333
Winton Capital Management
Winton Capital Management
United Kingdom
$36.4M -$11.3M 3 0.44% Reduced
334
IRF
IBM Retirement Fund
New York
$36.2M -$5.05M 6 0.5% Reduced
335
SM
Seminole Management
New York
$36.1M -$14.8M 2 2.28% Reduced
336
JC
Joho Capital
New York
$35.5M $0 1 2.66% Maintained
337
Hamlin Capital Management
Hamlin Capital Management
New York
$34.7M -$927K 1 2.6% Reduced
338
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$34.6M -$3.77M 5 0.34% Reduced
339
Highbridge Capital Management
Highbridge Capital Management
New York
$34.2M -$95.7M 4 0.36% Reduced
340
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$34.1M +$2.3M 2 2.34% Increased
341
Foresters Investment Management
Foresters Investment Management
New York
$34M +$473K 2 0.83% Increased
342
Granahan Investment Management
Granahan Investment Management
Massachusetts
$33.9M -$1.83M 3 0.9% Reduced
343
TI
Turner Investments
Pennsylvania
$33.7M -$22.2M 4 0.56% Reduced
344
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$33.2M +$132K 5 0.29% Increased
345
DL
Delta Lloyd
Netherlands
$33.1M +$1.83M 7 1.27% Increased
346
Pinnacle Associates
Pinnacle Associates
New York
$33M +$6.25M 4 0.68% Increased
347
Capital International Inc
Capital International Inc
California
$32.9M -$24.1M 2 1.46% Reduced
348
ACM
Archer Capital Management
New York
$32.8M +$9.87M 1 7% Increased
349
RCP
RIT Capital Partners
United Kingdom
$32.6M $0 2 12.51% Maintained
350
Two Sigma Advisers
Two Sigma Advisers
New York
$32.4M -$52.1M 10 0.39% Reduced
12 13
14
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