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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
PS
Presima Securities
Quebec, Canada
$81M +$2.1M 2 22.22% Increased
352
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$80.5M +$10.8M 8 1.23% Increased
353
Wedge Capital Management
Wedge Capital Management
North Carolina
$80.3M -$11.5M 4 1.28% Reduced
354
Mutual of America Capital Management
Mutual of America Capital Management
New York
$79.8M -$1.34M 13 0.91% Reduced
355
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$79.4M +$14.4M 1 2.94% Increased
356
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$78.3M +$11.7M 19 0.35% Increased
357
Boston Financial Management
Boston Financial Management
Massachusetts
$78M -$3.03M 5 2.82% Reduced
358
Whittier Trust
Whittier Trust
California
$77.3M -$3.16M 14 1.34% Reduced
359
FCI
Financial Counselors Inc
Kansas
$77.2M +$1.03M 5 1.57% Increased
360
Zacks Investment Management
Zacks Investment Management
Illinois
$76.4M +$9.52M 4 0.96% Increased
361
CIBC World Markets
CIBC World Markets
New York
$75.5M -$26.6M 8 0.61% Reduced
362
OMC
Oasis Management Company
Cayman Islands
$75.2M +$12.5M 3 20.4% Increased
363
Cincinnati Insurance
Cincinnati Insurance
Ohio
$75.1M $0 2 1.43% Maintained
364
Cooperman Leon G
Cooperman Leon G
$74.3M -$2.06M 1 4.03% Reduced
365
MCI
McDonald Capital Investors
California
$74.2M -$1.04M 1 5.54% Reduced
366
Welch & Forbes
Welch & Forbes
Massachusetts
$73.2M +$600K 5 1.16% Increased
367
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$73M +$9.57M 4 1.32% Increased
368
Artemis Investment Management
Artemis Investment Management
United Kingdom
$72.8M +$36M 2 0.91% Increased
369
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$72.4M +$6.27M 9 0.47% Increased
370
UMB Bank
UMB Bank
Missouri
$72.3M +$9.54M 15 1.1% Increased
371
Pinnacle Associates
Pinnacle Associates
New York
$72M -$122K 9 1.25% Reduced
372
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$72M -$7.9M 22 0.09% Reduced
373
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$71.9M -$2.33M 6 0.85% Reduced
374
Regions Financial Corp
Regions Financial Corp
Alabama
$71.1M -$893K 10 0.61% Reduced
375
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$71M -$36.6M 1 1.22% Reduced
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