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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
ACM
Anomaly Capital Management
New York
$119M +$42.5M 1 4.25% Increased
352
TC
TwinBeech Capital
New York
$118M +$62.8M 5 2.26% Increased
353
Sarasin & Partners
Sarasin & Partners
United Kingdom
$118M -$11.9M 1 1.11% Reduced
354
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$118M -$14.6M 3 4.31% Reduced
355
Vident Advisory
Vident Advisory
Georgia
$117M +$16.4M 28 2.94% Increased
356
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$116M -$25M 2 2.37% Reduced
357
1WCM
12 West Capital Management
New York
$116M +$15.1M 1 11.86% Increased
358
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$115M +$6.42M 26 0.1% Increased
359
Moran Wealth Management
Moran Wealth Management
Florida
$115M -$1.98M 9 3.54% Reduced
360
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$114M +$732K 4 3% Increased
361
Mutual of America Capital Management
Mutual of America Capital Management
New York
$114M -$3.04M 14 1.2% Reduced
362
KeyBank National Association
KeyBank National Association
Ohio
$113M -$2.24M 13 0.44% Reduced
363
NIMI
Natixis Investment Managers International
France
$113M +$42.9M 8 8.07% Increased
364
Temasek Holdings
Temasek Holdings
Singapore
$110M +$96.4M 5 0.45% New
365
Cardano Risk Management
Cardano Risk Management
Netherlands
$110M +$108M 1 1.94% New
366
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$110M +$1.63M 23 0.98% Increased
367
PCM
Portolan Capital Management
Massachusetts
$109M -$450K 8 7.92% Reduced
368
MCI
McDonald Capital Investors
California
$109M -$2.62M 1 6.67% Reduced
369
Harding Loevner
Harding Loevner
New Jersey
$108M +$32.5M 1 0.63% Increased
370
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$108M -$216K 1 0.95% Reduced
371
Yousif Capital Management
Yousif Capital Management
Michigan
$108M -$4.01M 18 1.17% Reduced
372
Verition Fund Management
Verition Fund Management
Connecticut
$108M -$6.29M 24 0.55% Reduced
373
New York Life Investment Management
New York Life Investment Management
New York
$108M -$2.92M 12 1.05% Reduced
374
WCP
Waterfront Capital Partners
New York
$107M -$31.6M 4 14.69% Reduced
375
Pathstone Holdings
Pathstone Holdings
New Jersey
$106M -$324K 22 0.47% Reduced
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