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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
Congress Asset Management
Congress Asset Management
Massachusetts
$193M +$49.9M 6 2.35% Increased
177
US Bancorp
US Bancorp
Minnesota
$192M -$6.93M 25 0.49% Reduced
178
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M -$2.96M 24 0.18% Reduced
179
Balyasny Asset Management
Balyasny Asset Management
Illinois
$188M +$79.7M 10 1.12% Increased
180
Korea Investment Corp
Korea Investment Corp
South Korea
$187M +$10.9M 7 0.68% Increased
181
Frontier Capital Management
Frontier Capital Management
Massachusetts
$186M -$11.5M 4 1.37% Reduced
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$184M +$23.8M 19 0.83% Increased
183
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$184M -$47.5M 9 0.31% Reduced
184
Nordea Investment Management
Nordea Investment Management
Sweden
$177M +$82.7M 12 0.35% Increased
185
Manning & Napier Group
Manning & Napier Group
New York
$175M -$6.8M 5 1.89% Reduced
186
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$173M +$31.3M 13 0.4% Increased
187
Two Sigma Advisers
Two Sigma Advisers
New York
$172M +$52.8M 21 0.4% Increased
188
Bahl & Gaynor
Bahl & Gaynor
Ohio
$172M +$2.18M 7 1.19% Increased
189
Pzena Investment Management
Pzena Investment Management
New York
$172M +$17.3M 2 0.8% Increased
190
Baird Financial Group
Baird Financial Group
Wisconsin
$168M -$7.69M 11 0.6% Reduced
191
Bessemer Group
Bessemer Group
New Jersey
$168M +$909K 14 0.54% Increased
192
KBC Group
KBC Group
Belgium
$166M -$24.8M 19 1.05% Reduced
193
TimesSquare Capital Management
TimesSquare Capital Management
New York
$165M -$32.8M 3 1.47% Reduced
194
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$164M +$21.7M 5 0.57% Increased
195
Aviva
Aviva
United Kingdom
$162M -$32.1M 12 0.98% Reduced
196
Eagle Asset Management
Eagle Asset Management
Florida
$160M +$8.9M 6 0.77% Increased
197
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$160M -$4.18M 6 1.54% Reduced
198
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$156M +$42.8M 5 1.88% Increased
199
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$156M +$17.5M 13 0.25% Increased
200
MAMU
Marathon Asset Management (UK)
United Kingdom
$156M -$1.83M 1 2.06% Reduced
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