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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
176
SIG
Senator Investment Group
New York
$115M +$130M 1 1.8% New
177
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$115M +$117M 10 0.9% New
178
VOYA Investment Management
VOYA Investment Management
Georgia
$115M +$119M 16 0.32% New
179
Suntrust Banks
Suntrust Banks
Georgia
$115M +$119M 12 0.51% New
180
Renaissance Technologies
Renaissance Technologies
New York
$114M +$133M 13 0.3% New
181
BlackRock Japan
BlackRock Japan
Japan
$114M +$117M 10 0.52% New
182
ACM
Adelante Capital Management
California
$113M +$122M 3 6.34% New
183
Markel Group
Markel Group
Virginia
$112M +$114M 1 4.02% New
184
Cambiar Investors
Cambiar Investors
Colorado
$112M +$104M 1 1.81% New
185
abrdn Investment Management
abrdn Investment Management
United Kingdom
$111M +$121M 4 0.7% New
186
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$114M 10 0.54% New
187
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$109M +$110M 7 0.44% New
188
MTB
Mizuho Trust & Banking
Japan
$108M +$114M 6 0.45% New
189
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$107M +$103M 1 3.47% New
190
Westwood Holdings Group
Westwood Holdings Group
Texas
$107M +$114M 3 0.93% New
191
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$102M +$97.7M 2 3.36% New
192
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$100M +$100M 12 0.68% New
193
Davenport & Co
Davenport & Co
Virginia
$99M +$99M 3 2.18% New
194
Guggenheim Capital
Guggenheim Capital
Illinois
$97.9M +$104M 17 0.41% New
195
UBS
UBS
Switzerland
$97.9M +$99.6M 25 0.12% New
196
SA
SQ Advisors
Florida
$97.5M +$99.2M 1 5.76% New
197
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$97.1M +$106M 6 0.72% New
198
Putnam Investments
Putnam Investments
Massachusetts
$95.9M +$92.8M 7 0.28% New
199
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$95.7M +$99.7M 14 0.05% New
200
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$91.6M +$93.2M 1 1.06% New
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