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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
201
Williams Jones & Associates
Williams Jones & Associates
New York
$95M +$48.6K 3 4.35% Increased
202
Gotham Asset Management
Gotham Asset Management
New York
$94.7M +$6.61M 7 1.03% Increased
203
EC
Eminence Capital
New York
$94.1M -$27.8M 1 1.17% Reduced
204
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$93.6M +$2.13M 1 2.06% Increased
205
Axa
Axa
France
$93.4M -$34.3M 9 0.41% Reduced
206
SF
Schooner Foundation
Massachusetts
$91.1M $0 1 100% Maintained
207
CC
Carlson Capital
Texas
$90.2M -$9.65M 2 1.01% Reduced
208
Janus Henderson Group
Janus Henderson Group
$87.7M +$9.41M 8 0.7% Increased
209
HI
Honeywell International
North Carolina
$87.3M -$2.18M 5 2.2% Reduced
210
Confluence Investment Management
Confluence Investment Management
Missouri
$87.2M +$1.58M 2 2.85% Increased
211
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$85.1M +$76.3K 1 1.63% Increased
212
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$84.8M +$405K 5 0.54% Increased
213
Winton Group
Winton Group
United Kingdom
$84.7M +$31.9M 2 0.75% Increased
214
ESCM
Echo Street Capital Management
New York
$83.5M -$707K 3 3.58% Reduced
215
CCMH
Cornerstone Capital Management Holdings
New York
$83.5M -$521K 11 0.69% Reduced
216
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$81.1M -$4.2M 3 2.2% Reduced
217
MP
Makaira Partners
California
$81.1M +$11.3M 1 13.38% Increased
218
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.9M +$1.8M 13 0.5% Increased
219
TimesSquare Capital Management
TimesSquare Capital Management
New York
$79.9M -$5.15M 2 0.5% Reduced
220
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$79.5M +$147K 2 1.07% Increased
221
MC
MSD Capital
New York
$79M $0 1 12.39% Maintained
222
AIM
Allen Investment Management
New York
$78.9M +$11.6M 4 6.61% Increased
223
AT
Alliance Trust
United Kingdom
$78.1M +$4.38M 1 3.64% Increased
224
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$77.8M -$5.31M 7 2.62% Reduced
225
Fenimore Asset Management
Fenimore Asset Management
New York
$77.6M -$1.07M 2 4.06% Reduced
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