← 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	PS Presima Securities Montreal, Quebec, Canada	$71M	+$5.07M	2	11.28%	Increased
252	Comerica Bank Dallas, Texas	$70M	+$1.76M	16	0.63%	Increased
253	PIMC Praesidium Investment Management Company New York	$68.9M	-$2.89M	1	6.14%	Reduced
254	SFM Systematic Financial Management Teaneck, New Jersey	$68.9M	+$27.4M	5	0.86%	Increased
255	Great Lakes Advisors Chicago, Illinois	$68.5M	-$520K	4	1.87%	Reduced
256	Axa Paris, France	$68.4M	-$29.5M	7	0.31%	Reduced
257	Soros Fund Management New York	$68.2M	+$33.1M	1	1.51%	Increased
258	WM WS Management Jacksonville, Florida	$66.6M	$0	2	2.58%	Maintained
259	British Columbia Investment Management Victoria, British Columbia, Canada	$66.5M	-$3.03M	7	0.63%	Reduced
260	Los Angeles Capital Management Los Angeles, California	$66.4M	+$27.6M	6	0.59%	Increased
261	Jericho Capital Asset Management New York	$66.1M	-$4.77M	1	3.22%	Reduced
262	ProShare Advisors Bethesda, Maryland	$66M	+$3.39M	12	0.91%	Increased
263	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$65.7M	-$10.6M	1	4.05%	Reduced
264	Gotham Asset Management New York	$64.8M	-$36.8M	9	0.73%	Reduced
265	NSCM New South Capital Management Memphis, Tennessee	$64.5M	+$2.23M	1	1.55%	Increased
266	Point72 Asset Management Stamford, Connecticut	$64.1M	+$53M	4	0.49%	Increased
267	WBC Westpac Banking Corp Sydney, Australia	$63.6M	+$381K	9	0.69%	Increased
268	Korea Investment Corp Seoul, South Korea	$62.7M	+$9.98M	7	0.46%	Increased
269	Nomura Asset Management Tokyo, Japan	$62.5M	+$5.6M	8	1.19%	Increased
270	Zacks Investment Management Chicago, Illinois	$62.3M	+$4.9M	3	1.98%	Increased
271	BNP Paribas Financial Markets Paris, France	$61.8M	+$17.2M	17	0.26%	Increased
272	CIP Champlain Investment Partners Burlington, Vermont	$61.5M	+$629K	1	1.11%	Increased
273	M&T Bank Buffalo, New York	$61.1M	+$2.92M	11	0.41%	Increased
274	RIM Rainier Investment Management Seattle, Washington	$59.5M	+$22.5M	3	2.66%	Increased
275	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$59.2M	+$17.9M	8	0.16%	Increased