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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
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$75.3M -$26.7M 3 1.16% Reduced
327
BRIM
Broad Run Investment Management
Virginia
$74.9M -$30.4M 2 9.02% Reduced
328
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$74.6M +$12.8M 13 0.63% Increased
329
Chilton Capital Management
Chilton Capital Management
Texas
$74.5M +$11.6M 4 4.63% Increased
330
TAM
Thematics Asset Management
France
$74.5M +$72M 3 4.52% New
331
Cerity Partners
Cerity Partners
New York
$74.4M +$6.22M 13 0.48% Increased
332
Acadian Asset Management
Acadian Asset Management
Massachusetts
$73.4M +$30.1M 14 0.36% Increased
333
GAMCO Investors
GAMCO Investors
Connecticut
$73.2M +$590K 6 0.79% Increased
334
Gradient Investments
Gradient Investments
Minnesota
$72.6M -$7.44M 12 2.29% Reduced
335
Walleye Capital
Walleye Capital
New York
$72.1M -$8.92M 12 1.31% Reduced
336
NHAS
Novo Holdings A/S
Denmark
$71.9M -$20M 1 4.49% Reduced
337
Douglas Lane & Associates
Douglas Lane & Associates
New York
$71.3M -$2.33M 3 1.19% Reduced
338
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$71.2M -$5.2M 8 0.48% Reduced
339
Mutual of America Capital Management
Mutual of America Capital Management
New York
$70.5M +$17.9M 13 0.88% Increased
340
Boston Financial Management
Boston Financial Management
Massachusetts
$70.4M -$952K 7 2.83% Reduced
341
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$70.4M -$23.4M 4 1.15% Reduced
342
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$70.2M -$19.2M 4 1.16% Reduced
343
Vontobel Holding
Vontobel Holding
Switzerland
$69.8M +$39.2M 11 0.7% Increased
344
Heard Capital LLC
Heard Capital LLC
Illinois
$69.6M +$18.9M 2 7.41% Increased
345
KeyBank National Association
KeyBank National Association
Ohio
$69.6M -$1.42M 11 0.34% Reduced
346
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$69.4M -$17.6M 3 2.29% Reduced
347
Cincinnati Insurance
Cincinnati Insurance
Ohio
$68.9M $0 2 1.37% Maintained
348
Select Equity Group
Select Equity Group
New York
$68.8M +$73.5M 1 0.26% New
349
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$68.3M -$5.46M 4 1% Reduced
350
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M -$8.44M 22 0.1% Reduced
12 13
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