← 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	IP Interval Partners New York	$219M	+$123M	3	4.77%	Increased
227	Cincinnati Financial Corp Fairfield, Ohio	$218M	$0	2	4.71%	Maintained
228	Mariner Overland Park, Kansas	$216M	-$14.3M	25	0.42%	Reduced
229	LSV Asset Management Chicago, Illinois	$214M	-$30M	4	0.47%	Reduced
230	BNP Paribas Asset Management Paris, France	$212M	-$40.9M	13	0.55%	Reduced
231	WI Wafra Inc New York	$212M	+$4.03M	1	89.04%	Increased
232	TD Waterhouse Canada Toronto, Ontario, Canada	$211M	-$77K	18	1.9%	Reduced
233	TimesSquare Capital Management New York	$210M	-$14.4M	3	3.3%	Reduced
234	Commerce Bank Kansas City, Missouri	$206M	-$20.2M	14	1.34%	Reduced
235	ING Group Amsterdam, Netherlands	$205M	+$84.8M	10	1.22%	Increased
236	Epoch Investment Partners New York	$205M	-$44.2M	3	0.93%	Reduced
237	M&T Bank Buffalo, New York	$203M	+$23.4M	16	0.69%	Increased
238	ECP Electron Capital Partners New York	$203M	-$94M	5	10.45%	Reduced
239	CET Clean Energy Transition London, United Kingdom	$203M	-$116M	2	11.01%	Reduced
240	Voloridge Investment Management Jupiter, Florida	$202M	+$10.1M	7	0.75%	Increased
241	Scharf Investments Los Gatos, California	$201M	-$4.29M	2	5.74%	Reduced
242	Westwood Holdings Group Dallas, Texas	$201M	+$21.5M	10	0.94%	Increased
243	Wealth Enhancement Advisory Services Plymouth, Minnesota	$198M	-$6.16M	20	0.47%	Reduced
244	CF Corebridge Financial Houston, Texas	$197M	+$195M	25	1.08%	New
245	Tudor Investment Corp Stamford, Connecticut	$195M	+$78.1M	12	1%	Increased
246	HA Harbor Advisors West Palm Beach, Florida	$195M	$0	2	35.74%	Maintained
247	State of Alaska Department of Revenue Juneau, Alaska	$194M	+$1.75M	13	2.17%	Increased
248	CAPTRUST Financial Advisors Raleigh, North Carolina	$193M	+$13M	17	0.62%	Increased
249	Teacher Retirement System of Texas Austin, Texas	$193M	+$19.4M	16	1.1%	Increased
250	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$192M	-$3.06M	6	2.03%	Reduced