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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
76
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$1.22B -$13.4M 8 4.45% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.22B +$69.9M 16 0.78% Increased
78
VOYA Investment Management
VOYA Investment Management
Georgia
$1.21B +$42.2M 26 1.21% Increased
79
AKRE Capital Management
AKRE Capital Management
Virginia
$1.19B +$5.51M 1 11.64% Increased
80
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.17B +$54.5M 21 1.52% Increased
81
National Pension Service
National Pension Service
South Korea
$1.16B +$15.2M 9 1.01% Increased
82
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.16B +$71.8M 26 0.93% Increased
83
VanEck Associates
VanEck Associates
New York
$1.16B -$6.57M 26 1.31% Reduced
84
Citadel Advisors
Citadel Advisors
Florida
$1.15B -$224M 44 0.2% Reduced
85
First Manhattan
First Manhattan
New York
$1.12B -$36.4M 7 3.16% Reduced
86
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.12B +$10.8M 14 2.66% Increased
87
Citigroup
Citigroup
New York
$1.11B +$12.2M 40 0.55% Increased
88
Nordea Investment Management
Nordea Investment Management
Sweden
$1.09B +$216M 12 1.01% Increased
89
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$1.03B +$23.4M 4 12.07% Increased
90
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.01B +$288M 24 1.52% Increased
91
Federated Hermes
Federated Hermes
Pennsylvania
$980M -$58M 21 1.84% Reduced
92
BAMCO Inc
BAMCO Inc
New York
$973M +$68.8M 9 2.64% Increased
93
Canada Life
Canada Life
Manitoba, Canada
$965M +$63.3M 18 1.53% Increased
94
Brown Advisory
Brown Advisory
Maryland
$959M -$36.5M 17 1.26% Reduced
95
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$958M -$18.8M 1 5.47% Reduced
96
Artisan Partners
Artisan Partners
Wisconsin
$957M -$91.1M 7 1.4% Reduced
97
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$944M -$16.4M 15 1.68% Reduced
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$940M -$270M 36 0.54% Reduced
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$939M +$31.9M 9 1.58% Increased
100
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$937M -$66.3M 17 2.9% Reduced
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