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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$181M +$25M 11 2.44% Increased
127
Swiss National Bank
Swiss National Bank
Switzerland
$179M -$2.39M 16 0.7% Reduced
128
Federated Hermes
Federated Hermes
Pennsylvania
$178M +$9.85M 10 0.62% Increased
129
Victory Capital Management
Victory Capital Management
Texas
$176M +$73.8M 4 1.24% Increased
130
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$175M -$26.9M 4 0.53% Reduced
131
GC
GMT Capital
Georgia
$175M -$4.12M 2 3.7% Reduced
132
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$172M -$4M 17 0.23% Reduced
133
Fidelity International
Fidelity International
Bermuda
$171M +$8.22M 6 0.69% Increased
134
GMI
Greystone Managed Investments
Saskatchewan, Canada
$170M -$30.1M 1 2.78% Reduced
135
STRS Ohio
STRS Ohio
Ohio
$169M +$14.4M 15 0.76% Increased
136
Williams Jones & Associates
Williams Jones & Associates
New York
$167M +$9.59M 3 8% Increased
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$167M -$2.94M 16 0.5% Reduced
138
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$167M -$20.6M 3 0.64% Reduced
139
BAMCO Inc
BAMCO Inc
New York
$164M -$17.2M 4 0.68% Reduced
140
RIM
Rainier Investment Management
Washington
$164M -$23M 2 1.7% Reduced
141
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$162M -$654K 9 0.99% Reduced
142
ING Group
ING Group
Netherlands
$158M +$69.5M 5 0.8% Increased
143
Temasek Holdings
Temasek Holdings
Singapore
$157M +$128M 1 3.25% New
144
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$157M -$6.31M 18 0.46% Reduced
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$156M -$13.9M 11 0.6% Reduced
146
Guggenheim Capital
Guggenheim Capital
Illinois
$154M +$31.6M 16 0.47% Increased
147
AC
Axon Capital
New York
$154M +$144M 1 6.09% New
148
VOYA Investment Management
VOYA Investment Management
Georgia
$154M +$31.9M 16 0.36% Increased
149
Panagora Asset Management
Panagora Asset Management
Massachusetts
$153M +$51M 14 0.71% Increased
150
Credit Agricole
Credit Agricole
France
$150M +$23.2M 11 0.62% Increased
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