← 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	Schonfeld Strategic Advisors New York	$117M	-$58.2M	22	0.97%	Reduced
252	W.H. Reaves & Co Jersey City, New Jersey	$116M	-$52M	4	4.15%	Reduced
253	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$114M	-$12.9M	13	0.87%	Reduced
254	Confluence Investment Management St. Louis, Missouri	$113M	-$6.91M	2	1.68%	Reduced
255	Polar Capital Holdings London, United Kingdom	$113M	+$8.83M	2	0.9%	Increased
256	Harding Loevner Bridgewater, New Jersey	$112M	-$9.57M	1	0.65%	Reduced
257	Comerica Bank Dallas, Texas	$112M	-$12.4K	19	0.87%	Reduced
258	Johnson Investment Counsel Cincinnati, Ohio	$111M	-$3.79M	8	1.51%	Reduced
259	TimesSquare Capital Management New York	$110M	-$34.9M	3	1.57%	Reduced
260	Jane Street New York	$109M	-$72.2M	38	0.05%	Reduced
261	Pzena Investment Management New York	$108M	-$48.4M	1	0.48%	Reduced
262	CIBC World Markets New York	$108M	+$3.06M	7	0.73%	Increased
263	SI Standard Investments New York	$108M	$0	1	5.61%	Maintained
264	WBC Westpac Banking Corp Sydney, Australia	$107M	+$700K	7	1.59%	Increased
265	Teacher Retirement System of Texas Austin, Texas	$107M	-$22.7M	19	0.78%	Reduced
266	MetLife Investment Management Whippany, New Jersey	$105M	+$3.43M	21	0.79%	Increased
267	Rathbones Group Liverpool, United Kingdom	$105M	+$55.8M	4	1.18%	Increased
268	Woodline Partners San Francisco, California	$103M	-$39.6M	4	1.38%	Reduced
269	Amalgamated Bank New York	$101M	+$626K	26	0.9%	Increased
270	ECP Electron Capital Partners New York	$101M	+$8.98M	3	4.12%	Increased
271	William Blair & Company Chicago, Illinois	$99.1M	-$10.3M	11	0.43%	Reduced
272	Handelsbanken Fonder Stockholm, Sweden	$97.7M	-$10.3M	16	0.61%	Reduced
273	Border to Coast Pensions Partnership Leeds, United Kingdom	$97.6M	-$28.6M	2	3.13%	Reduced
274	Candriam SCA Strassen, Luxembourg, Luxembourg	$97.1M	-$15M	6	0.66%	Reduced
275	SIC Schwartz Investment Counsel Plymouth, Michigan	$96.8M	-$7.62M	4	4.39%	Reduced