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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$265M +$1.43M 13 0.63% Increased
127
YEPX
Yorktown Energy Partners X
New York
$265M -$45M 1 46.27% Reduced
128
Putnam Investments
Putnam Investments
Massachusetts
$263M +$129M 10 0.59% Increased
129
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$261M +$41.4M 1 2.29% Increased
130
IAM
Iridian Asset Management
Connecticut
$260M +$29.6M 2 2.19% Increased
131
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$258M +$36.8M 1 3.02% Increased
132
Barings
Barings
North Carolina
$258M +$10.5M 8 3.36% Increased
133
Alkeon Capital Management
Alkeon Capital Management
New York
$252M +$53.6M 2 1.48% Increased
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$249M -$5.46M 18 0.66% Reduced
135
Balyasny Asset Management
Balyasny Asset Management
Illinois
$248M +$181M 13 0.78% Increased
136
ACM
Adelante Capital Management
California
$243M -$778K 3 13.2% Reduced
137
Lyrical Asset Management
Lyrical Asset Management
New York
$242M -$259M 1 2.96% Reduced
138
Coatue Management
Coatue Management
New York
$240M $0 1 1.88% Maintained
139
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$239M -$25M 1 2.17% Reduced
140
Korea Investment Corp
Korea Investment Corp
South Korea
$239M +$28.7M 7 1.09% Increased
141
Markel Group
Markel Group
Virginia
$237M $0 1 4.47% Maintained
142
BRIM
Broad Run Investment Management
Virginia
$232M -$459K 1 7.48% Reduced
143
STRS Ohio
STRS Ohio
Ohio
$227M -$16.2M 17 0.97% Reduced
144
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$224M +$51.9M 5 0.5% Increased
145
EARNEST Partners
EARNEST Partners
Georgia
$218M -$89.3M 11 2.08% Reduced
146
LSV Asset Management
LSV Asset Management
Illinois
$216M -$20.1M 4 0.34% Reduced
147
HSBC Holdings
HSBC Holdings
United Kingdom
$216M +$14.9M 14 0.31% Increased
148
LCS
Levin Capital Strategies
New York
$215M -$28.5M 4 3.64% Reduced
149
GJL
Gendell Jeffrey L
$213M $0 1 14.74% Maintained
150
D.E. Shaw & Co
D.E. Shaw & Co
New York
$211M +$54.2M 21 0.29% Increased
4 5
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