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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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$166M +$3.89M 8 0.64% Increased
152
Gotham Asset Management
Gotham Asset Management
New York
$165M +$85M 5 1.34% Increased
153
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$165M -$18.7M 9 1.1% Reduced
154
TAM
Third Avenue Management
New York
$164M -$21.8M 3 4.14% Reduced
155
EARNEST Partners
EARNEST Partners
Georgia
$164M -$8.59M 3 1.34% Reduced
156
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$163M -$16.8M 20 0.18% Reduced
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$162M +$13.1M 22 0.06% Increased
158
EPCM
Eton Park Capital Management
New York
$158M +$16.2M 1 2.23% Increased
159
Edge Asset Management
Edge Asset Management
Washington
$157M +$1.74M 1 1.51% Increased
160
STRS Ohio
STRS Ohio
Ohio
$154M -$9.6M 13 0.67% Reduced
161
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$153M -$737K 17 0.48% Reduced
162
Miller Howard Investments
Miller Howard Investments
New York
$153M +$2.55M 3 2.35% Increased
163
Security Capital Research & Management
Security Capital Research & Management
Illinois
$152M -$47.4M 1 6.4% Reduced
164
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$151M +$297K 18 0.44% Increased
165
GMI
Greystone Managed Investments
Saskatchewan, Canada
$148M -$7.28M 1 3.12% Reduced
166
Tocqueville Asset Management
Tocqueville Asset Management
New York
$147M -$2.12M 6 1.58% Reduced
167
CI Investments Inc
CI Investments Inc
Ontario, Canada
$145M -$31.4M 3 1.64% Reduced
168
USSCPF
United States Steel & Carnegie Pension Fund
New York
$144M +$90.8M 2 2.88% Increased
169
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$144M +$18.3M 6 0.64% Increased
170
Calamos Advisors
Calamos Advisors
Illinois
$142M -$73.2M 3 0.94% Reduced
171
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$140M -$298K 10 0.91% Reduced
172
GC
GMT Capital
Georgia
$139M -$10.3M 3 3.42% Reduced
173
Balyasny Asset Management
Balyasny Asset Management
Illinois
$139M +$23.7M 8 1.28% Increased
174
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$139M +$61.5K 1 1.91% Increased
175
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$138M +$52.3M 3 1.46% Increased
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