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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
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$244M +$34.3M 1 2.38% Increased
177
AQR Capital Management
AQR Capital Management
Connecticut
$243M -$9.54M 19 0.53% Reduced
178
Scotia Capital
Scotia Capital
Ontario, Canada
$243M +$14.8M 8 1.77% Increased
179
Lyrical Asset Management
Lyrical Asset Management
New York
$237M -$11.2M 1 4.63% Reduced
180
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236M +$23.6M 41 0.05% Increased
181
Storebrand Asset Management
Storebrand Asset Management
Norway
$236M -$189K 13 1.19% Reduced
182
DG
DigitalBridge Group
Florida
$231M -$10.9M 3 27.14% Reduced
183
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$228M -$11M 19 0.56% Reduced
184
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$225M +$124M 13 0.29% Increased
185
ESCM
Echo Street Capital Management
New York
$221M +$60.2M 6 1.99% Increased
186
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$219M +$9.32M 8 1.27% Increased
187
WI
Wafra Inc
New York
$219M $0 1 7.8% Maintained
188
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$215M -$24M 1 3.6% Reduced
189
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$209M +$25.5M 5 0.6% Increased
190
Truist Financial
Truist Financial
North Carolina
$207M -$2.27M 17 0.36% Reduced
191
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$205M +$10.7M 17 2.12% Increased
192
US Bancorp
US Bancorp
Minnesota
$204M +$384K 27 0.35% Increased
193
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$203M +$2.06M 4 2.96% Increased
194
Man Group
Man Group
United Kingdom
$202M -$177M 0 – Closed
195
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$202M $0 2 4.9% Maintained
196
Alkeon Capital Management
Alkeon Capital Management
New York
$200M -$33.1M 1 0.44% Reduced
197
Baird Financial Group
Baird Financial Group
Wisconsin
$199M -$10.5M 12 0.49% Reduced
198
Frontier Capital Management
Frontier Capital Management
Massachusetts
$199M +$8.32M 5 2.06% Increased
199
Chevy Chase Trust
Chevy Chase Trust
Maryland
$198M -$3.9M 7 0.78% Reduced
200
Manning & Napier Group
Manning & Napier Group
New York
$194M -$9.06M 5 2.26% Reduced
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