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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
151
AQR Capital Management
AQR Capital Management
Connecticut
$153M -$86.8M 16 0.42% Reduced
152
Tocqueville Asset Management
Tocqueville Asset Management
New York
$151M -$4.84M 7 1.68% Reduced
153
Millennium Management
Millennium Management
New York
$150M +$40.4M 17 0.38% Increased
154
STRS Ohio
STRS Ohio
Ohio
$150M -$38.9M 13 0.66% Reduced
155
Federated Hermes
Federated Hermes
Pennsylvania
$150M -$60.3M 11 0.48% Reduced
156
GC
GMT Capital
Georgia
$149M -$8.21M 3 3.21% Reduced
157
KSCM
King Street Capital Management
New York
$149M +$6.01M 1 19.76% Increased
158
Markel Group
Markel Group
Virginia
$148M +$1.01M 1 4.17% Increased
159
Panagora Asset Management
Panagora Asset Management
Massachusetts
$147M -$10.3M 17 0.71% Reduced
160
Edge Asset Management
Edge Asset Management
Washington
$146M -$28.9M 1 1.46% Reduced
161
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$143M -$1.81M 17 0.47% Reduced
162
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$141M -$7.93M 9 1.19% Reduced
163
Miller Howard Investments
Miller Howard Investments
New York
$141M +$38.1M 3 2.18% Increased
164
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$141M +$5.99M 18 0.42% Increased
165
GMI
Greystone Managed Investments
Saskatchewan, Canada
$139M -$33.3M 1 2.79% Reduced
166
OCAM
Owl Creek Asset Management
New York
$137M +$22.5M 1 6.82% Increased
167
EC
Eminence Capital
New York
$137M -$13.4M 1 2.01% Reduced
168
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$136M +$69.8M 19 0.05% Increased
169
Renaissance Technologies
Renaissance Technologies
New York
$136M +$9.19M 12 0.37% Increased
170
Credit Agricole
Credit Agricole
France
$132M -$22.5M 12 0.56% Reduced
171
SSM
Sound Shore Management
Connecticut
$131M -$1.25M 1 2.11% Reduced
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$130M +$19.7M 4 0.34% Increased
173
Two Sigma Advisers
Two Sigma Advisers
New York
$128M +$51.2M 12 0.96% Increased
174
HSBC Holdings
HSBC Holdings
United Kingdom
$127M +$27.3M 13 0.27% Increased
175
Brandes Investment Partners
Brandes Investment Partners
California
$126M -$11M 4 1.67% Reduced
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