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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$315M +$6.96M 20 0.88% Increased
202
Epoch Investment Partners
Epoch Investment Partners
New York
$312M +$48.5M 4 1.4% Increased
203
Nordea Investment Management
Nordea Investment Management
Sweden
$312M +$2.37M 12 0.35% Increased
204
Wasatch Advisors
Wasatch Advisors
Utah
$308M +$122M 4 1.51% Increased
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$307M +$106M 9 0.78% Increased
206
Danske Bank
Danske Bank
Denmark
$304M +$38.3M 17 1.01% Increased
207
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$303M +$1.07M 2 3% Increased
208
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$301M +$7.57M 11 2.77% Increased
209
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$296M +$180M 2 4.15% Increased
210
Lyrical Asset Management
Lyrical Asset Management
New York
$296M -$13.1M 1 4.3% Reduced
211
ProShare Advisors
ProShare Advisors
Maryland
$295M -$15.5M 23 0.72% Reduced
212
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$285M +$7.2M 5 3.34% Increased
213
Mariner
Mariner
Kansas
$281M +$40.3M 27 0.5% Increased
214
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$281M -$31.3M 7 1.11% Reduced
215
Viking Global Investors
Viking Global Investors
Connecticut
$280M +$176M 1 1.02% Increased
216
Pacer Advisors
Pacer Advisors
Pennsylvania
$277M -$14.8M 15 0.59% Reduced
217
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$275M +$65.1M 4 1.31% Increased
218
Los Angeles Capital Management
Los Angeles Capital Management
California
$273M -$66.6M 11 1.1% Reduced
219
AMF Tjänstepension
AMF Tjänstepension
Sweden
$271M +$169M 3 1.94% Increased
220
HighTower Advisors
HighTower Advisors
Illinois
$271M +$11.7M 24 0.39% Increased
221
DG
DigitalBridge Group
Florida
$265M -$6.66M 4 20.44% Reduced
222
Chevy Chase Trust
Chevy Chase Trust
Maryland
$265M -$5.82M 8 0.81% Reduced
223
William Blair & Company
William Blair & Company
Illinois
$263M +$51M 16 0.77% Increased
224
Aristotle Capital Management
Aristotle Capital Management
California
$263M +$94.5M 2 0.48% Increased
225
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$260M +$1.14M 19 2.11% Increased
7 8
9
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