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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
Asset Management One
Asset Management One
Japan
$137M +$13.3M 10 1.78% Increased
177
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$133M -$4.16M 1 0.97% Reduced
178
SSM
Sound Shore Management
Connecticut
$131M -$10.2M 1 2.07% Reduced
179
SF
Schooner Foundation
Massachusetts
$130M +$6.14M 1 100% Increased
180
OP
Oldfield Partners
United Kingdom
$126M -$1.87M 2 7.42% Reduced
181
Wedge Capital Management
Wedge Capital Management
North Carolina
$125M +$107M 3 1.26% Increased
182
Stifel Financial
Stifel Financial
Missouri
$124M +$53.2M 13 0.69% Increased
183
BlackRock Japan
BlackRock Japan
Japan
$123M +$12.4M 11 0.47% Increased
184
Putnam Investments
Putnam Investments
Massachusetts
$118M +$5.84M 9 0.24% Increased
185
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$117M -$38.7M 9 0.97% Reduced
186
HSBC Holdings
HSBC Holdings
United Kingdom
$116M -$19.2M 11 0.24% Reduced
187
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$115M -$16.4M 2 0.57% Reduced
188
Two Sigma Advisers
Two Sigma Advisers
New York
$115M -$21.4M 14 0.89% Reduced
189
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$115M +$8.87M 3 0.16% Increased
190
Williams Jones & Associates
Williams Jones & Associates
New York
$114M +$3.68M 3 4.66% Increased
191
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$112M +$67.6M 12 0.6% Increased
192
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$111M +$16.4M 9 0.9% Increased
193
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$111M -$13.5M 5 0.31% Reduced
194
VOYA Investment Management
VOYA Investment Management
Georgia
$109M -$11.4M 16 0.24% Reduced
195
Panagora Asset Management
Panagora Asset Management
Massachusetts
$109M -$35.9M 16 0.56% Reduced
196
Comerica Bank
Comerica Bank
Texas
$109M +$27.1M 15 0.47% Increased
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$108M -$13.1M 5 0.29% Reduced
198
MTB
Mizuho Trust & Banking
Japan
$108M +$4.61M 8 0.38% Increased
199
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$107M +$4.34M 3 2.9% Increased
200
Raymond James & Associates
Raymond James & Associates
Florida
$106M +$29.5M 13 0.52% Increased
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