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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$269M -$35.9M 13 0.62% Reduced
177
Nomura Asset Management
Nomura Asset Management
Japan
$268M -$1.25M 11 1.55% Reduced
178
Lyrical Asset Management
Lyrical Asset Management
New York
$267M -$25.7M 1 3.24% Reduced
179
Aviva
Aviva
United Kingdom
$267M +$10.1M 12 1.17% Increased
180
CA
Capitolis Advisors
New York
$266M +$192M 7 3.13% Increased
181
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$264M +$10.9M 13 0.32% Increased
182
Westwood Holdings Group
Westwood Holdings Group
Texas
$261M +$31.7M 5 2.64% Increased
183
Carmignac Gestion
Carmignac Gestion
France
$260M +$237K 3 3.01% Increased
184
Congress Asset Management
Congress Asset Management
Massachusetts
$258M -$6.42M 6 2.16% Reduced
185
D.E. Shaw & Co
D.E. Shaw & Co
New York
$256M -$188M 19 0.22% Reduced
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$254M -$23.8M 12 1.56% Reduced
187
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$252M -$14.6M 6 1.64% Reduced
188
AACA
American Assets Capital Advisers
California
$252M +$31.5M 7 28.58% Increased
189
M&G Investment Management
M&G Investment Management
United Kingdom
$252M +$49.3M 10 0.62% Increased
190
LPU
Lansdowne Partners (UK)
United Kingdom
$250M +$101M 2 10.01% Increased
191
US Bancorp
US Bancorp
Minnesota
$250M -$14.4M 28 0.47% Reduced
192
Robeco Schweiz
Robeco Schweiz
Switzerland
$246M -$89.1M 5 3.43% Reduced
193
Panagora Asset Management
Panagora Asset Management
Massachusetts
$245M +$96.8M 26 1.31% Increased
194
Guggenheim Capital
Guggenheim Capital
Illinois
$244M +$4.44M 20 1.43% Increased
195
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$243M -$40.2M 4 3.49% Reduced
196
Natixis Advisors
Natixis Advisors
Massachusetts
$242M +$10.5M 16 1.13% Increased
197
Truist Financial
Truist Financial
North Carolina
$239M -$13.6M 19 0.39% Reduced
198
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$233M -$73.9M 33 0.03% Reduced
199
Nordea Investment Management
Nordea Investment Management
Sweden
$232M -$7.6M 11 0.31% Reduced
200
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$231M +$202M 2 0.74% Increased
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