← 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
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$144M $0 2 2.25% Maintained
252
Driehaus Capital Management
Driehaus Capital Management
Illinois
$144M -$2.23M 9 1.82% Reduced
253
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$144M -$1.92M 3 3.65% Reduced
254
Ariel Investments
Ariel Investments
Illinois
$136M -$30.9M 1 1.29% Reduced
255
Marshall Wace
Marshall Wace
United Kingdom
$135M -$19M 17 0.26% Reduced
256
Confluence Investment Management
Confluence Investment Management
Missouri
$134M -$753K 2 1.95% Reduced
257
Balyasny Asset Management
Balyasny Asset Management
Illinois
$134M -$158M 11 0.29% Reduced
258
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$133M +$3.75M 12 1.27% Increased
259
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$133M -$4.07M 8 1.65% Reduced
260
Squarepoint
Squarepoint
New York
$132M +$54.7M 22 0.4% Increased
261
INTECH Investment Management
INTECH Investment Management
Florida
$131M -$18.8M 9 1.35% Reduced
262
Rathbones Group
Rathbones Group
United Kingdom
$129M +$2.47M 4 1.21% Increased
263
SSM
Sound Shore Management
Connecticut
$129M -$7.48M 1 4.74% Reduced
264
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$128M +$88.8M 1 6.74% New
265
CC
Cannell & Co
New York
$128M -$16.9M 4 4.24% Reduced
266
Two Sigma Advisers
Two Sigma Advisers
New York
$127M -$39.2M 14 0.32% Reduced
267
Eventide Asset Management
Eventide Asset Management
Massachusetts
$125M +$3.81M 4 2.11% Increased
268
Sachem Head Capital Management
Sachem Head Capital Management
New York
$124M -$42.4M 1 5.2% Reduced
269
Harding Loevner
Harding Loevner
New Jersey
$124M -$4.13M 1 0.73% Reduced
270
Homestead Advisers
Homestead Advisers
Virginia
$124M +$14.5M 4 3.29% Increased
271
Voloridge Investment Management
Voloridge Investment Management
Florida
$124M -$71.7M 11 0.58% Reduced
272
Manning & Napier Group
Manning & Napier Group
New York
$123M -$77.6M 3 1.4% Reduced
273
TimesSquare Capital Management
TimesSquare Capital Management
New York
$121M +$3M 3 1.74% Increased
274
Creative Planning
Creative Planning
Kansas
$120M +$3.28M 25 0.16% Increased
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$120M +$2.54M 20 0.98% Increased
9 10
11
12 13