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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
Two Sigma Advisers
Two Sigma Advisers
New York
$132M -$65.1M 11 0.67% Reduced
177
Beck Mack & Oliver
Beck Mack & Oliver
New York
$132M -$17.1M 5 4.65% Reduced
178
Alkeon Capital Management
Alkeon Capital Management
New York
$132M +$37.6M 1 2.54% Increased
179
SSM
Sound Shore Management
Connecticut
$131M -$27.5M 1 2.4% Reduced
180
USSCPF
United States Steel & Carnegie Pension Fund
New York
$131M $0 2 3.01% Maintained
181
MP
MSD Partners
New York
$130M $0 1 8.5% Maintained
182
Ninety One (UK)
Ninety One (UK)
United Kingdom
$129M +$18.6M 5 0.67% Increased
183
CCMH
Cornerstone Capital Management Holdings
New York
$129M +$4.99M 13 1.04% Increased
184
Royce & Associates
Royce & Associates
New York
$123M -$27.7M 8 0.81% Reduced
185
CI Investments Inc
CI Investments Inc
Ontario, Canada
$121M +$82.4M 3 1.38% Increased
186
Wedge Capital Management
Wedge Capital Management
North Carolina
$120M -$5.32M 3 1.25% Reduced
187
Numeric Investors
Numeric Investors
Massachusetts
$120M +$25.9M 9 1.07% Increased
188
D.E. Shaw & Co
D.E. Shaw & Co
New York
$119M -$18.3M 16 0.22% Reduced
189
River Road Asset Management
River Road Asset Management
Kentucky
$118M -$20.8M 1 2.51% Reduced
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$116M -$9.95M 8 0.53% Reduced
191
GMI
Greystone Managed Investments
Saskatchewan, Canada
$115M -$37.1M 1 4.71% Reduced
192
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$114M -$950K 18 0.13% Reduced
193
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$113M -$4.06M 9 1.78% Reduced
194
Abrams Capital Management
Abrams Capital Management
Massachusetts
$111M +$35.7M 1 5.82% Increased
195
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$111M +$5.71M 13 0.72% Increased
196
Silvercrest Asset Management
Silvercrest Asset Management
New York
$111M +$6.93M 4 1.41% Increased
197
Temasek Holdings
Temasek Holdings
Singapore
$110M $0 1 0.86% Maintained
198
Brown Advisory
Brown Advisory
Maryland
$110M +$1.69M 10 0.39% Increased
199
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$110M +$974K 9 0.44% Increased
200
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$108M -$2.48M 5 0.39% Reduced
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