← All themes

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
226	Alphinity Investment Management Sydney, Australia	$221M	+$39.9M	1	4.97%	Increased
227	LSV Asset Management Chicago, Illinois	$221M	-$6.7M	7	0.39%	Reduced
228	SAM Securian Asset Management St Paul, Minnesota	$214M	-$5.61M	10	3.96%	Reduced
229	AGF Investments Inc Toronto, Ontario, Canada	$212M	+$13.5M	6	1.52%	Increased
230	WBC Westpac Banking Corp Sydney, Australia	$211M	-$19.7M	10	2.18%	Reduced
231	Starboard Value New York	$208M	$0	1	2.89%	Maintained
232	Burgundy Asset Management Toronto, Ontario, Canada	$207M	-$39.7M	2	2.02%	Reduced
233	Guardian Capital (Canada) Toronto, Ontario, Canada	$200M	-$29.6M	4	3.86%	Reduced
234	TimesSquare Capital Management New York	$199M	+$2.8M	2	1.76%	Increased
235	Confluence Investment Management St. Louis, Missouri	$195M	-$815K	2	2.59%	Reduced
236	Janney Montgomery Scott Philadelphia, Pennsylvania	$194M	+$10.1M	16	0.75%	Increased
237	BRIM Broad Run Investment Management Arlington, Virginia	$193M	+$3.55M	1	11.91%	Increased
238	Baupost Group Boston, Massachusetts	$191M	$0	1	1.88%	Maintained
239	Fenimore Asset Management Cobleskill, New York	$190M	-$25M	3	4.23%	Reduced
240	Teacher Retirement System of Texas Austin, Texas	$189M	+$39.2M	24	0.85%	Increased
241	Menora Mivtachim Holdings Ramat Gan, Israel	$189M	$0	1	2.57%	Maintained
242	Clark Capital Management Group Philadelphia, Pennsylvania	$188M	-$63.9M	5	2.3%	Reduced
243	MAMU Marathon Asset Management (UK) London, United Kingdom	$187M	+$42.8M	1	2.32%	Increased
244	DG DigitalBridge Group Boca Raton, Florida	$185M	+$16.6M	5	26.26%	Increased
245	Two Sigma Investments New York	$184M	-$12.8M	16	0.39%	Reduced
246	AIG American International Group New York	$183M	-$514K	25	0.92%	Reduced
247	D.E. Shaw & Co New York	$183M	-$34.4M	23	0.15%	Reduced
248	IC Inverness Counsel New York	$179M	-$41.9M	1	6.61%	Reduced
249	Handelsbanken Fonder Stockholm, Sweden	$178M	-$26.9M	17	0.88%	Reduced
250	Cooke & Bieler Philadelphia, Pennsylvania	$178M	-$16.2M	1	1.53%	Reduced