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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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$137M +$27.3M 4 3.69% Increased
327
Sanctuary Advisors
Sanctuary Advisors
Indiana
$137M -$10.9M 19 0.87% Reduced
328
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$137M +$78.3M 4 1.11% Increased
329
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$136M +$3.36M 12 1.33% Increased
330
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$136M -$176M 1 1.61% Reduced
331
1WCM
12 West Capital Management
New York
$133M -$1.58M 1 13.96% Reduced
332
Whittier Trust
Whittier Trust
California
$133M +$2.73M 16 1.75% Increased
333
Gotham Asset Management
Gotham Asset Management
New York
$133M +$10.5M 16 1.26% Increased
334
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$133M +$22.6M 18 0.54% Increased
335
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$132M +$11.1M 13 0.91% Increased
336
Amalgamated Bank
Amalgamated Bank
New York
$132M +$3.68M 27 1.08% Increased
337
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$131M +$19.5M 2 3.54% Increased
338
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$131M +$132M 11 1.99% New
339
Starboard Value
Starboard Value
New York
$130M +$138M 1 2.35% New
340
Eventide Asset Management
Eventide Asset Management
Massachusetts
$129M -$21M 6 2.35% Reduced
341
Candriam SCA
Candriam SCA
Luxembourg
$127M -$18M 9 0.73% Reduced
342
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$127M +$23.6K 3 4.71% Increased
343
TAM
Thematics Asset Management
France
$126M -$20.2M 4 5.52% Reduced
344
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$126M +$63.1M 7 1.57% Increased
345
Eastern Bank
Eastern Bank
Massachusetts
$126M -$1.09M 12 2.35% Reduced
346
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$126M +$51.5M 1 4.54% Increased
347
IP
Interval Partners
New York
$125M -$17M 2 2.46% Reduced
348
Congress Wealth Management
Congress Wealth Management
Massachusetts
$125M -$21.8M 14 1.72% Reduced
349
Royce & Associates
Royce & Associates
New York
$125M -$60.4M 11 1.16% Reduced
350
Swiss Life Asset Management
Swiss Life Asset Management
$125M +$63.1M 12 0.92% Increased
12 13
14
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