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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
376
Suntrust Banks
Suntrust Banks
Georgia
$41.3M -$657K 11 0.23% Reduced
377
Rockefeller Capital Management
Rockefeller Capital Management
New York
$40.5M +$1.15M 9 0.66% Increased
378
Rafferty Asset Management
Rafferty Asset Management
New York
$40.2M +$2.72M 8 0.6% Increased
379
Ninety One (UK)
Ninety One (UK)
United Kingdom
$40.1M +$14.8M 3 0.2% Increased
380
SCM
Stevens Capital Management
Pennsylvania
$40M +$3.89M 7 1.44% Increased
381
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$40M +$11.2M 2 0.7% Increased
382
First Eagle Investment Management
First Eagle Investment Management
New York
$39.1M +$40.5M 1 0.1% New
383
SG Americas Securities
SG Americas Securities
New York
$38.8M +$4.02M 17 0.35% Increased
384
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$38.7M -$2.74M 7 0.58% Reduced
385
Jane Street
Jane Street
New York
$38.7M +$18.3M 16 0.09% Increased
386
BB&T Securities
BB&T Securities
Virginia
$38.3M +$5.15M 12 0.41% Increased
387
ACM
Argent Capital Management
Missouri
$38.1M +$14.4M 4 1.37% Increased
388
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$37.6M -$1.73M 9 0.58% Reduced
389
SAM
Scopus Asset Management
New York
$37.2M -$7.19M 2 0.35% Reduced
390
Boston Financial Management
Boston Financial Management
Massachusetts
$37.2M +$15.3M 2 2.51% Increased
391
GHCM
Glen Harbor Capital Management
California
$37M -$1.06M 15 0.79% Reduced
392
Element Capital Management
Element Capital Management
New York
$36.4M -$6.27M 2 0.97% Reduced
393
William Blair & Company
William Blair & Company
Illinois
$36.4M -$7.13M 10 0.25% Reduced
394
Mutual of America Capital Management
Mutual of America Capital Management
New York
$36.2M -$6.91M 13 0.54% Reduced
395
Första AP-fonden
Första AP-fonden
Sweden
$35.9M -$3.06M 8 1.35% Reduced
396
IIM
Ivory Investment Management
New York
$35.6M -$23.1M 1 7.19% Reduced
397
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$35.5M +$5.89M 2 2.65% Increased
398
PHAM
Pacific Heights Asset Management
California
$35.5M $0 2 3.64% Maintained
399
SIM
Sadoff Investment Management
Wisconsin
$35.3M +$510K 1 3.05% Increased
400
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.1M +$613K 2 1.27% Increased
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