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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
Intact Investment Management
Intact Investment Management
Quebec, Canada
$21.2M +$8.17M 3 0.94% Increased
427
GC
GW Capital
Washington
$21.1M +$595K 1 1.46% Increased
428
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21M +$1M 8 0.61% Increased
429
ACPU
Arrowgrass Capital Partners (US)
Delaware
$21M +$18.6M 2 0.26% Increased
430
GH
GAM Holding
Switzerland
$20.9M -$937K 11 0.33% Reduced
431
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$20.9M +$684K 7 0.55% Increased
432
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.9M -$4.96M 1 0.22% Reduced
433
Chilton Capital Management
Chilton Capital Management
Texas
$20.9M -$59.8K 2 2.19% Reduced
434
CCM
Cadence Capital Management
Massachusetts
$20.9M +$5.26M 8 1.4% Increased
435
SM
Selkirk Management
New Jersey
$20.7M +$712K 1 12.23% Increased
436
AWCI
Alpine Woods Capital Investors
New York
$20.5M -$798K 4 1.1% Reduced
437
Fisher Asset Management
Fisher Asset Management
Washington
$20.5M +$1.81M 6 0.04% Increased
438
Swiss Life Asset Management
Swiss Life Asset Management
$20.4M -$158K 4 0.91% Reduced
439
DnB Asset Management
DnB Asset Management
Norway
$20.3M -$20.2M 3 0.43% Reduced
440
GC
Globeflex Capital
California
$20.2M -$616K 8 5.38% Reduced
441
OMC
Overbrook Management Corp
New York
$20.2M +$1.94M 1 3.52% Increased
442
Private Management Group
Private Management Group
California
$20.2M +$647K 2 1.25% Increased
443
BREA
Barings Real Estate Advisers
Connecticut
$20M +$7.26M 3 9.77% Increased
444
Congress Asset Management
Congress Asset Management
Massachusetts
$20M +$449K 1 0.5% Increased
445
ACM
Atlanta Capital Management
Georgia
$20M -$85.3K 1 0.15% Reduced
446
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19.9M +$367K 3 0.31% Increased
447
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$19.9M +$7.13M 1 0.53% Increased
448
HA
Heartland Advisors
Wisconsin
$19.8M -$2.97M 1 0.79% Reduced
449
LT
LJ Trust
Nevada
$19.5M $0 1 3.27% Maintained
450
Utah Retirement Systems
Utah Retirement Systems
Utah
$19.4M +$564K 7 0.53% Increased
16 17
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