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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
351
FP
Foundry Partners
Minnesota
$39.8M +$324K 5 1.79% Increased
352
MC
MIG Capital
California
$39.6M -$1.52M 1 5.62% Reduced
353
Rockefeller Capital Management
Rockefeller Capital Management
New York
$39.4M -$301K 11 0.69% Reduced
354
Suntrust Banks
Suntrust Banks
Georgia
$38.8M +$1.86M 9 0.22% Increased
355
CP
Cumberland Partners
Ontario, Canada
$38.8M +$8.83M 4 4.38% Increased
356
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$38.1M -$3.88M 2 0.28% Reduced
357
GL
Governors Lane
New York
$37.9M $0 1 3.55% Maintained
358
Chilton Capital Management
Chilton Capital Management
Texas
$37.7M +$710K 2 3.65% Increased
359
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$37.6M -$5.49M 4 0.61% Reduced
360
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$36.8M -$1.42M 9 0.33% Reduced
361
MICM
Matthews International Capital Management
California
$36.6M +$8.56M 2 2.24% Increased
362
PR
Payden & Rygel
California
$36.1M +$9.73M 2 2.91% Increased
363
Driehaus Capital Management
Driehaus Capital Management
Illinois
$35.8M -$6.39M 7 1.53% Reduced
364
HighTower Advisors
HighTower Advisors
Illinois
$35.8M -$1.99M 11 0.27% Reduced
365
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$35.6M +$14.3M 8 0.54% Increased
366
Huntington National Bank
Huntington National Bank
Ohio
$35.4M +$6.26M 17 0.63% Increased
367
Mutual of America Capital Management
Mutual of America Capital Management
New York
$35.3M +$2.09M 13 0.58% Increased
368
Zacks Investment Management
Zacks Investment Management
Illinois
$35.3M -$1.47M 3 0.85% Reduced
369
First Eagle Investment Management
First Eagle Investment Management
New York
$35.2M +$224K 1 0.1% Increased
370
DCM
Dupont Capital Management
Delaware
$35.2M -$920K 12 0.86% Reduced
371
Boston Financial Management
Boston Financial Management
Massachusetts
$35.2M -$625K 2 2.44% Reduced
372
GHCM
Glen Harbor Capital Management
California
$35.1M +$5.43M 15 0.85% Increased
373
AAM
Ardevora Asset Management
United Kingdom
$34.8M +$2.76M 1 1.04% Increased
374
William Blair & Company
William Blair & Company
Illinois
$34.5M +$1.24M 11 0.25% Increased
375
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$34.4M -$5.82M 16 0.88% Reduced
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