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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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$135M -$11M 8 1.6% Reduced
202
ProShare Advisors
ProShare Advisors
Maryland
$133M +$10.5M 14 0.92% Increased
203
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$131M -$11.8M 6 0.27% Reduced
204
OCAM
Onex Canada Asset Management
Ontario, Canada
$129M +$126M 1 6.74% New
205
PS
Presima Securities
Quebec, Canada
$127M +$9.05M 2 16.39% Increased
206
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$126M +$3.77M 8 0.89% Increased
207
Nomura Asset Management
Nomura Asset Management
Japan
$124M -$1.03M 10 1.43% Reduced
208
Private Management Group
Private Management Group
California
$121M +$1.09M 2 6.24% Increased
209
Silvercrest Asset Management
Silvercrest Asset Management
New York
$121M -$5.44M 4 1.12% Reduced
210
HA
Harbor Advisors
Florida
$119M $0 2 40.44% Maintained
211
Williams Jones & Associates
Williams Jones & Associates
New York
$118M -$11.4M 3 2.69% Reduced
212
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$116M -$1.05M 13 0.52% Reduced
213
Congress Asset Management
Congress Asset Management
Massachusetts
$115M +$1.93M 5 1.68% Increased
214
HCM
HMI Capital Management
California
$114M +$37.2M 1 13.21% Increased
215
NIMC
NWQ Investment Management Company
California
$114M +$9.73M 4 1.48% Increased
216
Alyeska Investment Group
Alyeska Investment Group
Illinois
$113M -$90.3M 3 0.9% Reduced
217
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$113M -$726K 1 1.67% Reduced
218
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$112M +$8.62M 2 1.68% Increased
219
Capital Guardian Trust
Capital Guardian Trust
California
$112M +$11M 3 1.58% Increased
220
River Road Asset Management
River Road Asset Management
Kentucky
$111M -$48.7M 2 2.11% Reduced
221
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$111M -$8.66M 2 1.17% Reduced
222
TimesSquare Capital Management
TimesSquare Capital Management
New York
$111M +$6.95M 3 0.73% Increased
223
CC
Cannell & Co
New York
$108M -$10.7M 4 3.73% Reduced
224
Zacks Investment Management
Zacks Investment Management
Illinois
$108M +$1.04M 3 2.35% Increased
225
National Pension Service
National Pension Service
South Korea
$107M +$7.22M 5 0.53% Increased
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