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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$202M +$90.2M 5 2.67% Increased
177
Manning & Napier Group
Manning & Napier Group
New York
$201M -$8.65M 6 2.14% Reduced
178
USS Investment Management
USS Investment Management
United Kingdom
$198M -$51.5M 7 2.07% Reduced
179
Bessemer Group
Bessemer Group
New Jersey
$196M +$19.8M 12 0.62% Increased
180
Nomura Asset Management
Nomura Asset Management
Japan
$196M +$4.24M 11 1.65% Increased
181
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$194M +$58.6M 8 1.93% Increased
182
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$193M +$2.54M 10 0.93% Increased
183
Congress Asset Management
Congress Asset Management
Massachusetts
$191M -$22.8M 5 2.27% Reduced
184
Truist Financial
Truist Financial
North Carolina
$190M +$17.9M 18 0.43% Increased
185
SAM
Securian Asset Management
Minnesota
$190M -$6.61M 10 4.85% Reduced
186
Chevy Chase Trust
Chevy Chase Trust
Maryland
$189M -$7.24M 7 0.77% Reduced
187
River Road Asset Management
River Road Asset Management
Kentucky
$188M +$27.2M 4 3.23% Increased
188
Farallon Capital Management
Farallon Capital Management
California
$188M -$9.7M 1 1.5% Reduced
189
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$188M +$67.6M 1 1.5% Increased
190
NSCM
New South Capital Management
Tennessee
$186M +$5.5M 2 6.62% Increased
191
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$185M -$6.05M 12 0.3% Reduced
192
KBC Group
KBC Group
Belgium
$180M +$25.5M 18 1.19% Increased
193
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$180M +$26.1M 11 1.67% Increased
194
Baird Financial Group
Baird Financial Group
Wisconsin
$179M -$48.7K 12 0.67% Reduced
195
Aviva
Aviva
United Kingdom
$177M -$24.1M 13 1.1% Reduced
196
SCH
Sylebra Capital (HK)
Hong Kong
$175M -$69.3M 2 5.45% Reduced
197
EC
Eminence Capital
New York
$173M -$58.8M 1 1.71% Reduced
198
Lyrical Asset Management
Lyrical Asset Management
New York
$170M -$968K 1 3.35% Reduced
199
IAM
Iridian Asset Management
Connecticut
$162M -$31.9M 2 3.57% Reduced
200
Railway Pension Investments
Railway Pension Investments
United Kingdom
$159M +$28.1M 3 1.78% Increased
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