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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
Lyrical Asset Management
Lyrical Asset Management
New York
$180M -$9.79M 1 3.8% Reduced
202
Two Sigma Advisers
Two Sigma Advisers
New York
$179M -$53.2M 19 0.5% Reduced
203
Baird Financial Group
Baird Financial Group
Wisconsin
$177M +$21.6M 11 0.47% Increased
204
Los Angeles Capital Management
Los Angeles Capital Management
California
$176M -$3.59M 16 0.85% Reduced
205
HA
Harbor Advisors
Florida
$176M -$1.35M 3 43.89% Reduced
206
Rockefeller Capital Management
Rockefeller Capital Management
New York
$175M -$58.6M 25 0.88% Reduced
207
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$174M +$13.1M 2 2.24% Increased
208
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$170M -$22.2M 5 0.52% Reduced
209
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$169M +$8.4M 13 2.1% Increased
210
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$169M -$23.6M 2 2.94% Reduced
211
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$163M -$369M 8 0.24% Reduced
212
Man Group
Man Group
United Kingdom
$163M -$56.1M 15 0.58% Reduced
213
Guggenheim Capital
Guggenheim Capital
Illinois
$163M +$5.91M 16 1.43% Increased
214
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$162M -$72.9M 6 1.43% Reduced
215
WI
Wafra Inc
New York
$158M $0 1 6.04% Maintained
216
Commerce Bank
Commerce Bank
Missouri
$157M -$21.2M 10 1.28% Reduced
217
Frontier Capital Management
Frontier Capital Management
Massachusetts
$157M +$265K 5 1.71% Increased
218
LSV Asset Management
LSV Asset Management
Illinois
$156M -$8.63M 6 0.34% Reduced
219
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$155M +$5.97M 16 0.6% Increased
220
INTECH Investment Management
INTECH Investment Management
Florida
$145M -$10.2M 7 1.09% Reduced
221
ESCM
Echo Street Capital Management
New York
$145M +$25M 3 1.4% Increased
222
Marshall Wace
Marshall Wace
United Kingdom
$144M -$3.41M 17 0.32% Reduced
223
Osaic Holdings
Osaic Holdings
Arizona
$143M +$9.87M 42 0.29% Increased
224
Royal London Asset Management
Royal London Asset Management
United Kingdom
$142M +$22M 9 0.64% Increased
225
Railway Pension Investments
Railway Pension Investments
United Kingdom
$142M -$1.85M 2 1.43% Reduced
7 8
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