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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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$166M -$33M 9 0.41% Reduced
152
Abrams Capital Management
Abrams Capital Management
Massachusetts
$163M $0 1 5.97% Maintained
153
Two Sigma Advisers
Two Sigma Advisers
New York
$160M +$23.9M 13 0.61% Increased
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$159M +$4.96M 1 3.18% Increased
155
HSBC Holdings
HSBC Holdings
United Kingdom
$157M +$17.9M 17 0.37% Increased
156
IAM
Iridian Asset Management
Connecticut
$157M -$9.07M 1 1.45% Reduced
157
Brown Advisory
Brown Advisory
Maryland
$156M +$8.34M 11 0.56% Increased
158
SSM
Sound Shore Management
Connecticut
$155M -$3.5M 1 2.67% Reduced
159
USAA
United Services Automobile Association
Texas
$154M -$18.3M 13 0.52% Reduced
160
TAM
Third Avenue Management
New York
$153M -$6.05M 3 6.96% Reduced
161
Royce & Associates
Royce & Associates
New York
$152M -$21.7M 8 0.97% Reduced
162
HRES
Heitman Real Estate Securities
Illinois
$150M -$25.3M 3 9.3% Reduced
163
ACM
Adelante Capital Management
California
$149M -$17.6M 2 7.4% Reduced
164
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$146M +$7.54M 2 1.33% Increased
165
Silvercrest Asset Management
Silvercrest Asset Management
New York
$145M -$12.8M 4 1.63% Reduced
166
Miller Howard Investments
Miller Howard Investments
New York
$142M -$7.38M 2 2.72% Reduced
167
GA
Geneva Advisors
Illinois
$142M -$5.04M 6 2.77% Reduced
168
Brookfield Corp
Brookfield Corp
Ontario, Canada
$135M +$14.2M 1 0.76% Increased
169
Alkeon Capital Management
Alkeon Capital Management
New York
$132M +$11.5M 1 2.61% Increased
170
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$132M -$29.9M 11 1.26% Reduced
171
Citadel Advisors
Citadel Advisors
Florida
$131M -$59.4M 17 0.13% Reduced
172
SAM
Securian Asset Management
Minnesota
$131M -$29.1M 9 3.5% Reduced
173
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$128M -$875K 8 0.55% Reduced
174
Acadian Asset Management
Acadian Asset Management
Massachusetts
$125M -$23.8M 6 0.61% Reduced
175
Edge Asset Management
Edge Asset Management
Washington
$125M +$22.9M 1 0.96% Increased
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