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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
TCW Group
TCW Group
California
$254M +$27.9M 7 2.06% Increased
127
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$253M -$5.32M 8 1.39% Reduced
128
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$249M -$4.73M 14 0.61% Reduced
129
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$248M +$38.2M 9 3.21% Increased
130
Security Capital Research & Management
Security Capital Research & Management
Illinois
$247M +$3.8M 3 8.72% Increased
131
Fred Alger Management
Fred Alger Management
New York
$246M -$30.8M 8 1.03% Reduced
132
SEI Investments
SEI Investments
Pennsylvania
$245M -$4.68M 21 0.83% Reduced
133
JSP
Jackson Square Partners
California
$244M -$9.8M 1 1.24% Reduced
134
Brookfield Corp
Brookfield Corp
Ontario, Canada
$240M -$2.5M 1 0.76% Reduced
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$238M +$5.47M 20 0.64% Increased
136
Markel Group
Markel Group
Virginia
$228M +$2.96M 1 4.18% Increased
137
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$227M -$6.18M 3 0.98% Reduced
138
LSV Asset Management
LSV Asset Management
Illinois
$224M +$53M 5 0.35% Increased
139
BRIM
Broad Run Investment Management
Virginia
$223M +$4.55M 1 7.59% Increased
140
ACM
Adelante Capital Management
California
$222M -$11.8M 3 12.77% Reduced
141
Sarasin & Partners
Sarasin & Partners
United Kingdom
$220M +$3.98M 3 4.32% Increased
142
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$216M +$557K 16 0.71% Increased
143
LCS
Levin Capital Strategies
New York
$216M +$1.44M 3 3.72% Increased
144
EARNEST Partners
EARNEST Partners
Georgia
$213M -$5.66M 10 1.99% Reduced
145
Wasatch Advisors
Wasatch Advisors
Utah
$211M +$13.3M 5 2.54% Increased
146
Two Sigma Investments
Two Sigma Investments
New York
$210M +$103M 13 0.63% Increased
147
HRES
Heitman Real Estate Securities
Illinois
$208M +$10.5M 4 10.03% Increased
148
TimesSquare Capital Management
TimesSquare Capital Management
New York
$207M +$84M 4 1.39% Increased
149
Lyrical Asset Management
Lyrical Asset Management
New York
$207M +$3.49M 1 2.58% Increased
150
GJL
Gendell Jeffrey L
$206M $0 1 21.05% Maintained
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