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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
M&T Bank
M&T Bank
New York
$188M +$44.7M 24 0.61% Increased
327
MML Investors Services
MML Investors Services
Massachusetts
$188M +$43.7M 31 0.46% Increased
328
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$187M +$13.2M 12 0.75% Increased
329
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$187M -$3.89M 13 0.91% Reduced
330
Railway Pension Investments
Railway Pension Investments
United Kingdom
$186M +$15.8M 2 2.19% Increased
331
Clear Street
Clear Street
New York
$186M +$163M 6 0.69% Increased
332
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$181M -$8.6M 5 1.62% Reduced
333
IEQ Capital
IEQ Capital
California
$181M +$50.4M 15 0.54% Increased
334
SCM
Steadfast Capital Management
New York
$180M +$177M 3 3.1% New
335
Geneva Capital Management
Geneva Capital Management
Wisconsin
$180M -$15.7M 2 3.38% Reduced
336
Jefferies Financial Group
Jefferies Financial Group
New York
$179M +$8.72M 22 0.91% Increased
337
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$178M -$28.6M 9 1.38% Reduced
338
Pentwater Capital Management
Pentwater Capital Management
Florida
$177M +$140M 3 0.93% Increased
339
Fenimore Asset Management
Fenimore Asset Management
New York
$176M -$910K 1 3.67% Reduced
340
TCM
Tekne Capital Management
New York
$176M -$44.4M 1 62.93% Reduced
341
Royce & Associates
Royce & Associates
New York
$176M -$50.3M 8 1.78% Reduced
342
Blackstone Inc
Blackstone Inc
New York
$176M +$82.8M 5 0.56% Increased
343
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$175M +$8.43M 2 1.65% Increased
344
Trexquant Investment
Trexquant Investment
Connecticut
$175M +$107M 19 1.56% Increased
345
DG
DigitalBridge Group
Florida
$174M +$22.2K 5 13.25% Increased
346
UniSuper Management
UniSuper Management
Australia
$171M +$8.89M 10 1.03% Increased
347
Vest Financial
Vest Financial
Virginia
$170M +$34.3M 7 2.15% Increased
348
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$170M -$849K 7 2.97% Reduced
349
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$169M +$3.02M 30 0.93% Increased
350
Temasek Holdings
Temasek Holdings
Singapore
$169M +$108M 4 0.53% Increased
12 13
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