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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
EP
Elkfork Partners
Oregon
$57.8M -$8.29M 12 1.41% Reduced
327
JVBC
J.V. Bruni & Co
Colorado
$56.7M -$640K 1 10.01% Reduced
328
RGREA
Ranger Global Real Estate Advisors
Colorado
$56.3M -$55.7M 2 14.09% Reduced
329
Natixis
Natixis
France
$56.2M -$2.29M 5 0.43% Reduced
330
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.8M -$16.8K 13 0.78% Reduced
331
SG Americas Securities
SG Americas Securities
New York
$55.6M -$19.9M 19 0.38% Reduced
332
Putnam Investments
Putnam Investments
Massachusetts
$55.5M +$6.39M 8 0.12% Increased
333
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$55.3M -$310K 3 1.84% Reduced
334
Royal London Asset Management
Royal London Asset Management
United Kingdom
$55M -$20.4M 5 0.52% Reduced
335
SGAM
Smith Group Asset Management
Texas
$55M -$4.59M 5 1.85% Reduced
336
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$54.7M +$2.85M 8 0.64% Increased
337
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$54.3M -$13.5K 1 0.93% Reduced
338
Creative Planning
Creative Planning
Kansas
$54.1M +$472K 14 0.18% Increased
339
HighTower Advisors
HighTower Advisors
Illinois
$54M +$2.6M 13 0.32% Increased
340
TPSF
Texas Permanent School Fund
Texas
$53.9M -$29.6K 14 0.84% Reduced
341
SJIC
St. James Investment Company
Texas
$53.7M -$5.29M 1 5.16% Reduced
342
M&T Bank
M&T Bank
New York
$53.3M -$855K 14 0.28% Reduced
343
HCM
Hahn Capital Management
California
$53.1M -$6.78M 2 6.97% Reduced
344
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$52.9M +$8.46M 11 0.91% Increased
345
Fisher Asset Management
Fisher Asset Management
Washington
$52.8M +$1.67M 6 0.06% Increased
346
Huntington National Bank
Huntington National Bank
Ohio
$52.7M +$4.46M 18 0.85% Increased
347
Mutual of America Capital Management
Mutual of America Capital Management
New York
$52.5M +$3.2M 12 0.74% Increased
348
Boston Financial Management
Boston Financial Management
Massachusetts
$52.2M +$1.34M 3 3.01% Increased
349
GHCM
Glen Harbor Capital Management
California
$52.1M -$4.9M 16 1.09% Reduced
350
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$51.9M -$5.98M 4 2.88% Reduced
12 13
14
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