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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
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$135M +$218K 7 3.85% Increased
327
Addenda Capital
Addenda Capital
Quebec, Canada
$135M +$4.3M 1 4.82% Increased
328
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$134M -$2.98M 7 1.06% Reduced
329
DnB Asset Management
DnB Asset Management
Norway
$134M +$50.7M 9 0.6% Increased
330
Eastern Bank
Eastern Bank
Massachusetts
$134M +$67.7M 11 2.39% Increased
331
ACM
Alua Capital Management
New York
$133M $0 1 9.03% Maintained
332
Regions Financial Corp
Regions Financial Corp
Alabama
$132M +$14.5M 12 0.95% Increased
333
Amalgamated Bank
Amalgamated Bank
New York
$132M -$1.14M 25 1.08% Reduced
334
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$131M +$3.86M 17 0.58% Increased
335
Welch & Forbes
Welch & Forbes
Massachusetts
$130M -$2.11M 6 1.66% Reduced
336
Panagora Asset Management
Panagora Asset Management
Massachusetts
$130M -$34.2M 11 0.62% Reduced
337
Gotham Asset Management
Gotham Asset Management
New York
$129M +$18.1M 15 1.34% Increased
338
GA
GRS Advisors
Illinois
$129M -$6.6M 3 12.2% Reduced
339
SG Americas Securities
SG Americas Securities
New York
$129M -$165M 29 0.47% Reduced
340
Two Sigma Advisers
Two Sigma Advisers
New York
$128M -$47.6M 16 0.3% Reduced
341
TCM
Tekne Capital Management
New York
$126M $0 1 51.22% Maintained
342
Woodline Partners
Woodline Partners
California
$125M +$77.3M 3 1.05% Increased
343
Trillium Asset Management
Trillium Asset Management
Massachusetts
$124M -$6.58M 4 3.06% Reduced
344
SFM
Systematic Financial Management
New Jersey
$124M -$1.58M 4 3.17% Reduced
345
BRIM
Broad Run Investment Management
Virginia
$123M -$4.81M 2 14.81% Reduced
346
Great Lakes Advisors
Great Lakes Advisors
Illinois
$122M -$12.5M 6 1.02% Reduced
347
Gabelli Funds
Gabelli Funds
New York
$122M -$18.3M 11 0.88% Reduced
348
UIC
Uniplan Investment Counsel
Wisconsin
$122M -$8.87M 7 10.6% Reduced
349
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$121M +$30.9M 14 0.73% Increased
350
Cresset Asset Management
Cresset Asset Management
Illinois
$120M -$18.7M 19 0.46% Reduced
12 13
14
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