← 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
351	DCM Dupont Capital Management Wilmington, Delaware	$58M	-$3.35M	13	1.3%	Reduced
352	Point72 Asset Management Stamford, Connecticut	$57.9M	+$15M	12	0.3%	Increased
353	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$57.7M	-$2.43M	14	0.64%	Reduced
354	Cincinnati Insurance Fairfield, Ohio	$57.5M	$0	2	1.41%	Maintained
355	TPSF Texas Permanent School Fund Austin, Texas	$57.1M	-$1.7M	14	0.87%	Reduced
356	LPU Lansdowne Partners (UK) London, United Kingdom	$57M	+$43.7M	1	1.54%	Increased
357	HAM Highstreet Asset Management London, Ontario, Canada	$56.9M	+$19.5M	6	2.56%	Increased
358	Teacher Retirement System of Texas Austin, Texas	$56.8M	+$6.38M	3	0.44%	Increased
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$56.2M	+$4.76M	19	0.9%	Increased
360	HCM Hahn Capital Management Walnut Creek, California	$55.4M	-$1.19M	2	7.14%	Reduced
361	Thompson Siegel & Walmsley Richmond, Virginia	$54.6M	-$2.65M	9	0.83%	Reduced
362	Fjarde Ap-fonden Stockholm, Sweden	$54.6M	-$14.1M	7	0.67%	Reduced
363	Gateway Investment Advisers Cincinnati, Ohio	$54.3M	+$944K	5	0.54%	Increased
364	SFM Systematic Financial Management Teaneck, New Jersey	$54.3M	+$2.15M	4	2.12%	Increased
365	SGAM Smith Group Asset Management Dallas, Texas	$54.1M	-$26.5M	4	2.27%	Reduced
366	Swiss Life Asset Management Zurich,	$53.8M	-$5.86M	7	1.02%	Reduced
367	Andra AP-fonden Goteborg, Sweden	$53.6M	+$4.06M	8	1.53%	Increased
368	Brandywine Global Investment Management Philadelphia, Pennsylvania	$52.6M	-$1.33M	4	0.37%	Reduced
369	MICM Matthews International Capital Management San Francisco, California	$52.4M	-$6.84M	2	2.5%	Reduced
370	Vaughan Nelson Investment Management Houston, Texas	$52.3M	+$14M	2	0.65%	Increased
371	SAM Scopus Asset Management New York	$52.1M	-$12.3M	1	1.7%	Reduced
372	Zacks Investment Management Chicago, Illinois	$52M	+$3.11M	6	0.97%	Increased
373	CP Cumberland Partners Toronto, Ontario, Canada	$51.7M	-$2.54M	2	4.59%	Reduced
374	MN Services Vermogensbeheer The Hague, Netherlands	$51.6M	+$1.25M	2	0.44%	Increased
375	Welch & Forbes Boston, Massachusetts	$51.5M	+$653K	2	1.14%	Increased