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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
426
Needham Investment Management
Needham Investment Management
New York
$170M +$2.58M 6 5.1% Increased
427
HS
Hazelview Securities
Ontario, Canada
$169M +$11.2M 5 23.48% Increased
428
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$169M +$83.1M 14 1.47% Increased
429
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$169M +$4.35M 32 1.39% Increased
430
CastleKnight Management
CastleKnight Management
New York
$169M -$78.4M 15 2.29% Reduced
431
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$167M -$20.8M 7 3.44% Reduced
432
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$164M +$140M 2 2.82% New
433
OP Asset Management
OP Asset Management
$163M -$131M 15 1.74% Reduced
434
UIC
Uniplan Investment Counsel
Wisconsin
$161M +$21.2M 7 15.14% Increased
435
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$161M +$87.2M 12 1.63% Increased
436
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$161M -$8.82M 25 1.09% Reduced
437
Tocqueville Asset Management
Tocqueville Asset Management
New York
$160M -$4.62M 6 2.12% Reduced
438
INTECH Investment Management
INTECH Investment Management
Florida
$160M +$42.2M 28 1.47% Increased
439
Jain Global
Jain Global
New York
$160M -$26.3M 14 0.63% Reduced
440
Cardano Risk Management
Cardano Risk Management
Netherlands
$159M -$1.07M 1 1.23% Reduced
441
Glenmede Trust
Glenmede Trust
Pennsylvania
$159M +$6.95M 23 0.7% Increased
442
GAMCO Investors
GAMCO Investors
Connecticut
$157M -$18.9M 8 1.41% Reduced
443
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$157M -$16.7M 6 1% Reduced
444
Chilton Capital Management
Chilton Capital Management
Texas
$157M +$32.1M 11 4.94% Increased
445
Elliott Investment Management
Elliott Investment Management
Florida
$156M $0 1 0.69% Maintained
446
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$156M +$3.62M 2 3.78% Increased
447
QRG Capital Management
QRG Capital Management
Illinois
$156M +$11M 18 1.28% Increased
448
RIM
Ranger Investment Management
Texas
$156M +$754K 5 9.86% Increased
449
PWAM
Park West Asset Management
California
$155M -$75.8M 4 10.58% Reduced
450
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$155M +$131M 15 2.95% Increased
16 17
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