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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
101
William Blair Investment Management
William Blair Investment Management
Illinois
$377M +$18M 3 1.59% Increased
102
Security Capital Research & Management
Security Capital Research & Management
Illinois
$357M +$30.6M 4 14.48% Increased
103
Glenview Capital Management
Glenview Capital Management
New York
$356M +$18.7M 2 3.18% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$347M -$2.44M 8 0.87% Reduced
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$341M +$3.01M 22 0.44% Increased
106
Davenport & Co
Davenport & Co
Virginia
$340M -$6.5M 3 4.24% Reduced
107
ACM
AEW Capital Management
Massachusetts
$333M -$117M 4 9.5% Reduced
108
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$331M -$2.97M 22 0.68% Reduced
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$325M +$8.17M 7 1.29% Increased
110
Brookfield Corp
Brookfield Corp
Ontario, Canada
$320M -$136M 5 1.35% Reduced
111
Asset Management One
Asset Management One
Japan
$314M -$171M 12 1.7% Reduced
112
Federated Hermes
Federated Hermes
Pennsylvania
$311M -$9.49M 15 0.77% Reduced
113
STRS Ohio
STRS Ohio
Ohio
$290M -$6.76M 16 1.31% Reduced
114
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$287M -$14.3M 4 4.32% Reduced
115
ACM
Adelante Capital Management
California
$286M -$20M 2 14.02% Reduced
116
HRES
Heitman Real Estate Securities
Illinois
$283M -$855K 4 12.34% Reduced
117
Aviva
Aviva
United Kingdom
$283M -$12.7M 11 1.9% Reduced
118
Wasatch Advisors
Wasatch Advisors
Utah
$277M -$8.32M 4 3.01% Reduced
119
SSM
Sound Shore Management
Connecticut
$271M -$9.89M 2 5.21% Reduced
120
IAM
Iridian Asset Management
Connecticut
$269M +$101M 3 3.43% Increased
121
Markel Group
Markel Group
Virginia
$268M +$2.77M 1 4.49% Increased
122
Baupost Group
Baupost Group
Massachusetts
$264M $0 1 2.22% Maintained
123
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$262M +$28.3K 20 0.7% Increased
124
Citigroup
Citigroup
New York
$260M -$2.1M 29 0.25% Reduced
125
SEI Investments
SEI Investments
Pennsylvania
$259M +$8.9M 23 0.87% Increased
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5
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