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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
126
CCM
Cadian Capital Management
New York
$177M +$96.7M 1 5.2% Increased
127
Swiss National Bank
Swiss National Bank
Switzerland
$175M +$1.92M 16 0.73% Increased
128
SIG
Senator Investment Group
New York
$174M +$58.9M 1 2.52% Increased
129
PHS
PFM Health Sciences
California
$173M -$137M 1 4.17% Reduced
130
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$172M +$5.27M 16 0.51% Increased
131
HCM
Hoplite Capital Management
New York
$169M -$23M 1 6% Reduced
132
Federated Hermes
Federated Hermes
Pennsylvania
$166M +$103M 10 0.64% Increased
133
Fred Alger Management
Fred Alger Management
New York
$166M -$19.1M 4 0.92% Reduced
134
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$163M -$14.3M 3 0.66% Reduced
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$162M -$4.31M 16 0.52% Reduced
136
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$161M -$4.82M 17 0.23% Reduced
137
ICM
IronBridge Capital Management
Illinois
$161M -$38.4M 3 3.41% Reduced
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$160M -$16.7M 12 0.66% Reduced
139
Adage Capital Partners
Adage Capital Partners
Massachusetts
$160M -$67.4M 5 0.46% Reduced
140
STRS Ohio
STRS Ohio
Ohio
$159M +$7.11M 14 0.7% Increased
141
Asset Management One
Asset Management One
Japan
$159M -$16.7M 10 2.4% Reduced
142
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$159M +$24.7M 8 1.01% Increased
143
Tocqueville Asset Management
Tocqueville Asset Management
New York
$157M -$8.8M 8 1.96% Reduced
144
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$154M +$122K 17 0.48% Increased
145
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$151M -$9.26M 9 1.27% Reduced
146
William Blair & Company
William Blair & Company
Illinois
$147M -$42.8M 8 0.26% Reduced
147
Acadian Asset Management
Acadian Asset Management
Massachusetts
$147M +$18.7M 5 0.95% Increased
148
Williams Jones & Associates
Williams Jones & Associates
New York
$145M -$8.68M 3 7.51% Reduced
149
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$144M +$17.2M 2 2.49% Increased
150
AQR Capital Management
AQR Capital Management
Connecticut
$144M -$17.3M 15 0.51% Reduced
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