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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
Federated Hermes
Federated Hermes
Pennsylvania
$211M -$66.7M 13 0.52% Reduced
152
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$208M -$3.76M 2 4.16% Reduced
153
Chevy Chase Trust
Chevy Chase Trust
Maryland
$206M -$306K 7 0.84% Reduced
154
Swedbank
Swedbank
Sweden
$205M +$6.34M 1 0.93% Increased
155
VVP
Vulcan Value Partners
Alabama
$203M +$194M 1 1.71% New
156
Glenview Capital Management
Glenview Capital Management
New York
$202M -$80.2M 1 2.13% Reduced
157
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$202M $0 3 10% Maintained
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$200M -$4.9M 10 0.96% Reduced
159
Axa
Axa
France
$198M -$27M 12 0.79% Reduced
160
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$196M +$1.3M 15 0.91% Increased
161
USS Investment Management
USS Investment Management
United Kingdom
$196M $0 1 2.03% Maintained
162
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$196M +$11.1M 17 0.71% Increased
163
US Bancorp
US Bancorp
Minnesota
$194M +$27.7M 23 0.53% Increased
164
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M +$5.49M 23 0.21% Increased
165
Aperio Group
Aperio Group
California
$189M +$7.01M 24 0.75% Increased
166
Aviva
Aviva
United Kingdom
$189M -$9.8M 12 1.28% Reduced
167
Frontier Capital Management
Frontier Capital Management
Massachusetts
$188M -$12.9M 4 1.47% Reduced
168
VOYA Investment Management
VOYA Investment Management
Georgia
$187M -$13.5M 21 0.41% Reduced
169
Barings
Barings
North Carolina
$184M +$24.8M 7 4.12% Increased
170
TimesSquare Capital Management
TimesSquare Capital Management
New York
$182M -$42.1M 3 1.61% Reduced
171
KBC Group
KBC Group
Belgium
$181M +$2.93M 19 1.33% Increased
172
River Road Asset Management
River Road Asset Management
Kentucky
$181M +$54.9M 5 3.43% Increased
173
Manning & Napier Group
Manning & Napier Group
New York
$178M -$11.8M 5 2% Reduced
174
Lyrical Asset Management
Lyrical Asset Management
New York
$177M -$8.25M 1 2.67% Reduced
175
ProShare Advisors
ProShare Advisors
Maryland
$174M +$12.8M 15 0.97% Increased
5 6
7
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