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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$132M -$3.74M 16 0.47% Reduced
177
GA
Geneva Advisors
Illinois
$124M +$49.2M 4 2.22% Increased
178
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$124M -$711K 3 0.18% Reduced
179
Pzena Investment Management
Pzena Investment Management
New York
$123M +$63.7M 2 0.7% Increased
180
VOYA Investment Management
VOYA Investment Management
Georgia
$122M +$11.2M 17 0.28% Increased
181
BlackRock Japan
BlackRock Japan
Japan
$121M +$2.5M 10 0.47% Increased
182
GC
GMT Capital
Georgia
$121M -$24.9M 4 3.17% Reduced
183
EC
Eminence Capital
New York
$121M +$3.81M 1 1.72% Increased
184
HSBC Holdings
HSBC Holdings
United Kingdom
$120M -$35.6M 12 0.24% Reduced
185
UIC
Uniplan Investment Counsel
Wisconsin
$119M +$126M 3 5.43% New
186
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$113M -$14.7M 1 1.22% Reduced
187
HRES
Heitman Real Estate Securities
Illinois
$113M +$15.8M 2 7.67% Increased
188
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$113M -$2.48M 6 0.36% Reduced
189
BRIM
Broad Run Investment Management
Virginia
$113M +$20.8M 1 6.71% Increased
190
OCAM
Owl Creek Asset Management
New York
$112M -$27.1M 1 6.03% Reduced
191
PIMC
Praesidium Investment Management Company
New York
$112M +$19.1M 2 9.45% Increased
192
ACM
Adelante Capital Management
California
$112M +$13.1M 2 5.61% Increased
193
Sentry Investments
Sentry Investments
Ontario, Canada
$112M +$69.4M 2 1.31% Increased
194
Williams Jones & Associates
Williams Jones & Associates
New York
$112M -$203K 4 4.29% Reduced
195
Tocqueville Asset Management
Tocqueville Asset Management
New York
$111M -$8.98M 6 1.3% Reduced
196
Lyrical Asset Management
Lyrical Asset Management
New York
$110M +$20M 1 2.88% Increased
197
LSV Asset Management
LSV Asset Management
Illinois
$109M +$13.9M 4 0.23% Increased
198
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$107M -$25.1M 9 0.87% Reduced
199
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$105M -$13.8M 6 0.43% Reduced
200
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$105M -$9.98M 1 1.59% Reduced
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