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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$316M +$25.2M 29 0.27% Increased
152
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$312M +$31.3M 11 0.97% Increased
153
Epoch Investment Partners
Epoch Investment Partners
New York
$305M -$33.1M 4 1.77% Reduced
154
AMF Tjänstepension
AMF Tjänstepension
Sweden
$303M -$16.6M 5 2.79% Reduced
155
Frontier Capital Management
Frontier Capital Management
Massachusetts
$300M +$35.4M 5 2.87% Increased
156
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$298M +$35.7M 8 1.69% Increased
157
Aviva
Aviva
United Kingdom
$296M +$11.4M 11 1.2% Increased
158
Federated Hermes
Federated Hermes
Pennsylvania
$294M -$81.4M 15 0.73% Reduced
159
Markel Group
Markel Group
Virginia
$293M $0 1 3.49% Maintained
160
NSCM
New South Capital Management
Tennessee
$293M -$3.37M 3 13.02% Reduced
161
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$293M +$7.51M 4 2.62% Increased
162
LPL Financial
LPL Financial
California
$286M -$13.9M 27 0.2% Reduced
163
Davenport & Co
Davenport & Co
Virginia
$283M -$15.3M 9 2.08% Reduced
164
AQR Capital Management
AQR Capital Management
Connecticut
$281M -$3.74M 22 0.6% Reduced
165
AGF Management
AGF Management
Ontario, Canada
$281M -$997K 6 2.04% Reduced
166
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$280M -$61.7M 2 2.83% Reduced
167
LSV Asset Management
LSV Asset Management
Illinois
$276M +$50.8M 5 0.61% Increased
168
UniSuper Management
UniSuper Management
Australia
$274M +$245M 7 3.11% New
169
Lyrical Asset Management
Lyrical Asset Management
New York
$274M -$10.1M 1 5.12% Reduced
170
Wasatch Advisors
Wasatch Advisors
Utah
$272M -$21.2M 5 1.65% Reduced
171
Westwood Holdings Group
Westwood Holdings Group
Texas
$272M -$10.4M 13 2.44% Reduced
172
CET
Clean Energy Transition
United Kingdom
$272M +$118M 2 37.11% Increased
173
Rockefeller Capital Management
Rockefeller Capital Management
New York
$264M -$14.5M 12 1.02% Reduced
174
ProShare Advisors
ProShare Advisors
Maryland
$263M +$1.02M 18 0.76% Increased
175
National Bank of Canada
National Bank of Canada
Quebec, Canada
$263M -$31.7M 21 0.48% Reduced
5 6
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