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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
ZP
Zimmer Partners
New York
$171M +$92.5M 3 3.79% Increased
177
Nomura Asset Management
Nomura Asset Management
Japan
$170M +$32.5M 11 1.76% Increased
178
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$170M -$21.3M 10 0.94% Reduced
179
Brown Advisory
Brown Advisory
Maryland
$167M +$42.8M 10 0.51% Increased
180
Congress Asset Management
Congress Asset Management
Massachusetts
$166M -$2.26M 6 2.53% Reduced
181
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$165M +$73.8M 26 0.34% Increased
182
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$163M +$20.4M 7 2.18% Increased
183
Nordea Investment Management
Nordea Investment Management
Sweden
$163M +$10.5M 11 0.39% Increased
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$163M +$12.3M 19 1.15% Increased
185
IAM
Iridian Asset Management
Connecticut
$160M +$5.04M 2 3.87% Increased
186
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$157M +$31.2M 15 0.44% Increased
187
Bessemer Group
Bessemer Group
New Jersey
$157M +$31.4M 13 0.63% Increased
188
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$156M -$22.5M 11 0.32% Reduced
189
BRIM
Broad Run Investment Management
Virginia
$156M -$28.5M 1 10.93% Reduced
190
Truist Financial
Truist Financial
North Carolina
$156M +$26.2M 18 0.41% Increased
191
EC
Eminence Capital
New York
$154M +$108M 1 1.68% Increased
192
TimesSquare Capital Management
TimesSquare Capital Management
New York
$153M +$5.53M 3 1.83% Increased
193
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$149M -$8.07M 24 0.19% Reduced
194
Confluence Investment Management
Confluence Investment Management
Missouri
$147M +$1.65M 2 2.8% Increased
195
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$147M -$15.2M 2 4.38% Reduced
196
Guggenheim Capital
Guggenheim Capital
Illinois
$146M -$336K 13 1.47% Reduced
197
WBC
Westpac Banking Corp
Australia
$146M +$3.56M 9 2.52% Increased
198
Baird Financial Group
Baird Financial Group
Wisconsin
$146M -$7.91M 14 0.66% Reduced
199
River Road Asset Management
River Road Asset Management
Kentucky
$144M -$8.09M 5 3.23% Reduced
200
Eagle Asset Management
Eagle Asset Management
Florida
$143M -$2.27M 6 0.89% Reduced
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