← 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
251	TIAAOA Teachers Insurance & Annuity Association of America New York	$63.6M	-$51.5M	5	3.11%	Reduced
252	EC EMS Capital New York	$63.5M	+$5.26M	1	6.48%	Increased
253	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$63.4M	+$59.7M	5	1.45%	Increased
254	PS Presima Securities Montreal, Quebec, Canada	$63.3M	-$1.77M	2	11.46%	Reduced
255	New Mountain Vantage Advisers New York	$62.8M	-$3.87M	1	2.92%	Reduced
256	British Columbia Investment Management Victoria, British Columbia, Canada	$62.7M	+$6.49M	7	0.6%	Increased
257	Moore Capital Management New York	$62.4M	+$20.8M	4	1.94%	Increased
258	WM WS Management Jacksonville, Florida	$61.8M	-$1.69M	2	2.15%	Reduced
259	Rothschild & Co Asset Management US Stamford, Connecticut	$60.3M	-$223K	2	1.1%	Reduced
260	Comerica Bank Dallas, Texas	$59.9M	-$1.46M	15	0.59%	Reduced
261	Great Lakes Advisors Chicago, Illinois	$59.5M	-$7.02M	5	1.79%	Reduced
262	Panagora Asset Management Boston, Massachusetts	$59.5M	-$8.28M	14	0.29%	Reduced
263	WBC Westpac Banking Corp Sydney, Australia	$59.3M	-$14.9M	8	0.66%	Reduced
264	PIMC Praesidium Investment Management Company New York	$58.7M	-$38.9M	1	5.4%	Reduced
265	Aperio Group Sausalito, California	$58.4M	+$1.91M	16	0.54%	Increased
266	State of Tennessee, Department of Treasury Nashville, Tennessee	$58.3M	-$11.4M	11	0.35%	Reduced
267	CIP Champlain Investment Partners Burlington, Vermont	$58M	-$579K	1	0.99%	Reduced
268	ProShare Advisors Bethesda, Maryland	$57.8M	+$9.76M	12	0.7%	Increased
269	NSCM New South Capital Management Memphis, Tennessee	$56.1M	-$2.43M	1	1.45%	Reduced
270	Sarasin & Partners London, United Kingdom	$55.9M	+$29M	4	0.93%	Increased
271	Haverford Trust Company Radnor, Pennsylvania	$55.1M	-$4.18M	2	1.48%	Reduced
272	Group One Trading Chicago, Illinois	$54.9M	+$37.6M	7	0.65%	Increased
273	Highbridge Capital Management New York	$54.8M	-$5.67M	3	0.84%	Reduced
274	IC Inverness Counsel New York	$54.2M	-$1.17M	1	4.1%	Reduced
275	Zacks Investment Management Chicago, Illinois	$51.5M	+$10.2M	3	1.68%	Increased