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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
HA
Harbor Advisors
Florida
$155M -$562 4 41.93% Reduced
202
Guggenheim Capital
Guggenheim Capital
Illinois
$154M +$4.9M 13 1.16% Increased
203
SAM
Securian Asset Management
Minnesota
$153M +$11M 10 3.38% Increased
204
Westfield Capital Management
Westfield Capital Management
Massachusetts
$153M +$18.8M 3 1.09% Increased
205
Madison Asset Management
Madison Asset Management
Wisconsin
$152M +$148M 3 2.34% New
206
WBC
Westpac Banking Corp
Australia
$151M +$12.3M 10 1.94% Increased
207
AIG
American International Group
New York
$148M +$851K 21 0.57% Increased
208
Artemis Investment Management
Artemis Investment Management
United Kingdom
$148M -$17M 4 1.87% Reduced
209
Brown Advisory
Brown Advisory
Maryland
$147M +$10.1M 9 0.37% Increased
210
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$147M +$75M 7 1.64% Increased
211
Fenimore Asset Management
Fenimore Asset Management
New York
$146M +$1.32M 2 4.46% Increased
212
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$144M $0 2 4.71% Maintained
213
Scotia Capital
Scotia Capital
Ontario, Canada
$144M -$395K 4 1.6% Reduced
214
Wedge Capital Management
Wedge Capital Management
North Carolina
$144M -$5.42M 4 1.61% Reduced
215
Nomura Asset Management
Nomura Asset Management
Japan
$144M +$1.6M 9 1.29% Increased
216
Truist Financial
Truist Financial
North Carolina
$142M +$124M 18 0.29% Increased
217
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$139M -$22.5M 1 1.37% Reduced
218
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$139M -$66.9M 3 6% Reduced
219
SCH
Sylebra Capital (HK)
Hong Kong
$138M +$6.07M 2 5.41% Increased
220
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$135M -$5.44M 5 1.51% Reduced
221
RC
Rivulet Capital
New Jersey
$134M -$28.1K 1 11.86% Reduced
222
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132M -$9.77M 22 1.84% Reduced
223
Confluence Investment Management
Confluence Investment Management
Missouri
$132M -$160K 2 2.11% Reduced
224
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$131M +$1.79M 22 1.01% Increased
225
Select Equity Group
Select Equity Group
New York
$130M +$32.9M 1 0.82% Increased
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