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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
401
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.6M +$128K 8 0.64% Increased
402
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25.5M +$14.5M 7 0.9% Increased
403
RIM
Rainier Investment Management
Washington
$25.5M -$4.62M 3 2.49% Reduced
404
London Company of Virginia
London Company of Virginia
Virginia
$25.4M -$1.46M 1 0.17% Reduced
405
ORIO
Old Republic International (ORI)
Illinois
$25.4M $0 1 0.91% Maintained
406
Swiss Life Asset Management
Swiss Life Asset Management
$25.2M -$1.12M 2 0.85% Reduced
407
CC
Carlson Capital
Texas
$25.1M -$18M 1 0.3% Reduced
408
Mutual of America Capital Management
Mutual of America Capital Management
New York
$24.8M +$33.1K 8 0.47% Increased
409
Truist Financial
Truist Financial
North Carolina
$24.6M -$3.81M 8 0.5% Reduced
410
CC
Crosslink Capital
California
$24.6M -$8.82M 2 3.95% Reduced
411
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$24.4M +$6.82M 3 1.34% Increased
412
Commerce Bank
Commerce Bank
Missouri
$24.3M +$822K 4 0.36% Increased
413
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$24.2M -$7.64M 1 0.14% Reduced
414
SAM
Shell Asset Management
Netherlands
$24.2M -$2.43M 9 0.57% Reduced
415
ESCM
Echo Street Capital Management
New York
$24.1M -$41.9M 1 0.96% Reduced
416
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$24M +$5.5M 6 0.25% Increased
417
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$24M +$693K 5 0.16% Increased
418
LT
LJ Trust
Nevada
$24M $0 1 3.39% Maintained
419
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$24M -$1.24M 2 2.29% Reduced
420
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$23.9M +$1.79M 3 0.97% Increased
421
Westwood Holdings Group
Westwood Holdings Group
Texas
$23.9M +$1.78M 3 0.19% Increased
422
Andra AP-fonden
Andra AP-fonden
Sweden
$23.8M +$8.91M 8 0.65% Increased
423
RIM
Ranger Investment Management
Texas
$23.8M -$612K 1 1.69% Reduced
424
Perpetual Ltd
Perpetual Ltd
Australia
$23.7M +$8.67M 3 3.61% Increased
425
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$23.6M +$188K 7 0.83% Increased
15 16
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