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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
MCI
McDonald Capital Investors
California
$79.2M -$232K 1 6.61% Reduced
327
Farallon Capital Management
Farallon Capital Management
California
$78.1M +$75.3M 1 0.42% New
328
Eventide Asset Management
Eventide Asset Management
Massachusetts
$78M -$17.1M 3 1.67% Reduced
329
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$77.7M -$3.61M 8 0.6% Reduced
330
IAM
Iridian Asset Management
Connecticut
$77.4M +$512K 3 6.33% Increased
331
USS Investment Management
USS Investment Management
United Kingdom
$76M -$7.63M 8 0.76% Reduced
332
Douglas Lane & Associates
Douglas Lane & Associates
New York
$75.9M -$2.87M 3 1.29% Reduced
333
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$75.4M -$5.8M 13 0.28% Reduced
334
Chilton Capital Management
Chilton Capital Management
Texas
$75M +$2.5M 6 4.56% Increased
335
TIAM
TT International Asset Management
United Kingdom
$74.7M -$6M 1 6.49% Reduced
336
Rafferty Asset Management
Rafferty Asset Management
New York
$74.6M -$16.1M 7 0.69% Reduced
337
Panagora Asset Management
Panagora Asset Management
Massachusetts
$74.6M -$75.5M 14 0.49% Reduced
338
Boston Financial Management
Boston Financial Management
Massachusetts
$73.6M -$238K 5 3.17% Reduced
339
Intact Investment Management
Intact Investment Management
Quebec, Canada
$73M +$10.8M 4 2.28% Increased
340
Yousif Capital Management
Yousif Capital Management
Michigan
$73M -$4.51M 18 0.96% Reduced
341
SI
Standard Investments
New York
$72.5M -$56.5M 1 2.63% Reduced
342
Mariner
Mariner
Kansas
$72.5M -$1.27M 10 0.3% Reduced
343
MYAM
Meiji Yasuda Asset Management
Japan
$71.7M +$22.8M 7 4.16% Increased
344
MC
MIG Capital
California
$70.6M +$25.6M 2 11.62% Increased
345
TCW Group
TCW Group
California
$70.5M -$35.5M 7 0.92% Reduced
346
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$70.3M +$27.1M 6 0.38% Increased
347
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$69.3M +$28.1M 4 0.97% Increased
348
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.4M +$2.6M 11 0.1% Increased
349
CAM
Cidel Asset Management
Ontario, Canada
$68.4M -$799K 1 2.92% Reduced
350
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$68.1M +$58.3M 2 1.5% Increased
12 13
14
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