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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
Stockbridge Partners
Stockbridge Partners
Massachusetts
$55.7M +$50.1M 1 2.05% New
327
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$55.5M +$23.9M 3 1.89% Increased
328
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.5M +$7.25M 16 0.79% Increased
329
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$55.3M +$2.16M 4 3.51% Increased
330
KeyBank National Association
KeyBank National Association
Ohio
$55.3M +$571K 8 0.33% Increased
331
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$55.1M +$11.9M 2 0.68% Increased
332
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$54.2M -$48.6K 1 0.98% Reduced
333
MC
MIG Capital
California
$53.7M +$5.61M 1 7.28% Increased
334
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$53.5M +$300K 4 0.67% Increased
335
Chilton Capital Management
Chilton Capital Management
Texas
$53.4M +$8.74M 2 4.73% Increased
336
MCIM
Meadow Creek Investment Management
Georgia
$53.3M +$13.9M 13 1.09% Increased
337
GHCM
Glen Harbor Capital Management
California
$53.1M +$9.79M 16 1.14% Increased
338
HCM
Hahn Capital Management
California
$52.3M -$3.1K 2 6.5% Reduced
339
IP
Interval Partners
New York
$52.2M -$41.8M 1 2% Reduced
340
M&T Bank
M&T Bank
New York
$52.2M -$24.3M 15 0.27% Reduced
341
Martingale Asset Management
Martingale Asset Management
Massachusetts
$52.2M +$1.09M 5 0.56% Increased
342
Welch & Forbes
Welch & Forbes
Massachusetts
$52M +$48.2K 2 1.3% Increased
343
Creative Planning
Creative Planning
Kansas
$52M +$1.29M 16 0.19% Increased
344
Ninety One (UK)
Ninety One (UK)
United Kingdom
$51.7M -$9.56M 2 0.21% Reduced
345
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$51.7M +$548K 8 0.6% Increased
346
Saturna Capital
Saturna Capital
Washington
$51.7M $0 2 1.51% Maintained
347
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$51.4M +$2.34M 13 0.42% Increased
348
TPSF
Texas Permanent School Fund
Texas
$50.9M -$272K 14 0.81% Reduced
349
Squarepoint
Squarepoint
New York
$50.7M -$36.9M 12 0.54% Reduced
350
HighTower Advisors
HighTower Advisors
Illinois
$50M +$7.37M 12 0.33% Increased
12 13
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