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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
USS Investment Management
USS Investment Management
United Kingdom
$258M $0 8 2.23% Maintained
177
KBC Group
KBC Group
Belgium
$257M +$32.3M 17 1.04% Increased
178
HA
HHLR Advisors
Cayman Islands
$255M $0 1 2.52% Maintained
179
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$255M -$31M 9 1.42% Reduced
180
Holocene Advisors
Holocene Advisors
New York
$254M +$93.8M 7 1.6% Increased
181
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$252M +$48.1M 11 1.04% Increased
182
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$250M +$4M 4 3.96% Increased
183
RGREA
Ranger Global Real Estate Advisors
Colorado
$247M +$91.4M 5 26.44% Increased
184
Congress Asset Management
Congress Asset Management
Massachusetts
$247M -$11.5M 6 2.23% Reduced
185
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$246M -$41.6M 11 1.77% Reduced
186
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$243M -$7.62M 6 1.71% Reduced
187
NSCM
New South Capital Management
Tennessee
$242M -$3.83M 2 7.09% Reduced
188
Baird Financial Group
Baird Financial Group
Wisconsin
$242M -$1.18M 16 0.68% Reduced
189
Nomura Asset Management
Nomura Asset Management
Japan
$241M -$244K 11 1.53% Reduced
190
TCW Group
TCW Group
California
$235M -$31.7M 9 2.26% Reduced
191
Natixis
Natixis
France
$234M +$91.1M 11 0.77% Increased
192
Scotia Capital
Scotia Capital
Ontario, Canada
$233M +$11.5M 6 1.89% Increased
193
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$233M -$15.5M 2 3.9% Reduced
194
US Bancorp
US Bancorp
Minnesota
$232M +$4.34M 29 0.47% Increased
195
Truist Financial
Truist Financial
North Carolina
$232M +$10.8M 19 0.4% Increased
196
Aviva
Aviva
United Kingdom
$229M +$15.1M 13 1.12% Increased
197
HRES
Heitman Real Estate Securities
Illinois
$228M -$12.3M 2 12.86% Reduced
198
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$224M -$94.6M 15 0.3% Reduced
199
Nordea Investment Management
Nordea Investment Management
Sweden
$220M -$185M 12 0.32% Reduced
200
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$219M +$12.1M 3 2.34% Increased
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