← 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	Wealth Enhancement Advisory Services Plymouth, Minnesota	$279M	-$3.03M	31	0.42%	Reduced
252	Polar Capital Holdings London, United Kingdom	$279M	-$289M	4	1.34%	Reduced
253	Natixis Paris, France	$277M	+$124M	13	1.29%	Increased
254	Assenagon Asset Management Senningerberg, Luxembourg	$276M	+$36.7M	14	0.38%	Increased
255	Gotham Asset Management New York	$271M	+$27.1M	18	1.18%	Increased
256	Vident Advisory Alpharetta, Georgia	$269M	-$68.4M	31	2.57%	Reduced
257	Vontobel Holding Zurich, Switzerland	$266M	+$106M	23	0.8%	Increased
258	Bridgewater Associates Westport, Connecticut	$264M	-$9.25M	16	1.03%	Reduced
259	Westwood Holdings Group Dallas, Texas	$263M	-$47.3M	10	1.88%	Reduced
260	Chevy Chase Trust Bethesda, Maryland	$262M	+$5.67M	8	0.72%	Increased
261	Jennison Associates New York	$261M	+$27.2M	11	0.15%	Increased
262	Schonfeld Strategic Advisors New York	$260M	-$58.5M	25	1.48%	Reduced
263	Acadian Asset Management Boston, Massachusetts	$257M	+$60.5M	19	0.45%	Increased
264	Employees Retirement System of Texas Austin, Texas	$256M	-$148M	5	2.05%	Reduced
265	Loomis, Sayles & Company Boston, Massachusetts	$254M	-$18.8M	11	0.3%	Reduced
266	HRT Financial New York	$252M	+$120M	23	0.93%	Increased
267	TCW Group Los Angeles, California	$251M	+$33M	7	2.1%	Increased
268	Ceredex Value Advisors Orlando, Florida	$249M	+$65.8M	9	5.77%	Increased
269	Sachem Head Capital Management New York	$248M	-$16.5M	1	7.01%	Reduced
270	Commonwealth Equity Services Waltham, Massachusetts	$248M	-$12M	30	0.32%	Reduced
271	TCM Tekne Capital Management New York	$245M	+$2.59M	1	69.24%	Increased
272	Discovery Capital Management South Norwalk, Connecticut	$245M	+$51.1M	5	13.44%	Increased
273	Cerity Partners New York	$245M	+$12.6M	23	0.4%	Increased
274	PointState Capital New York	$244M	-$1.42M	1	3.64%	Reduced
275	Merewether Investment Management Dallas, Texas	$244M	+$13.2M	4	5.83%	Increased