← 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
26	Dimensional Fund Advisors Austin, Texas	$1.02B	+$54.5M	20	0.62%	Increased
27	BlackRock Group London, United Kingdom	$977M	+$18.7M	18	0.53%	Increased
28	Wells Fargo San Francisco, California	$958M	+$13.5M	25	0.37%	Increased
29	Neuberger Berman Group New York	$955M	+$71.6M	13	1.06%	Increased
30	JSP Jackson Square Partners Larkspur, California	$947M	-$9M	1	3.62%	Reduced
31	Managed Account Advisors Jersey City, New Jersey	$901M	+$34.3M	19	0.74%	Increased
32	APG Asset Management US New York	$892M	-$27.4M	3	8.23%	Reduced
33	Glenview Capital Management New York	$850M	$0	1	3.37%	Maintained
34	Geode Capital Management Boston, Massachusetts	$840M	+$183M	21	0.48%	Increased
35	TD Asset Management Toronto, Ontario, Canada	$828M	+$150K	11	1.48%	Increased
36	Lone Pine Capital Greenwich, Connecticut	$764M	+$70.5M	1	2.86%	Increased
37	Ameriprise Minneapolis, Minnesota	$688M	+$126M	17	0.39%	Increased
38	Massachusetts Financial Services Boston, Massachusetts	$675M	-$55M	4	0.34%	Reduced
39	Brookfield Corp Toronto, Ontario, Canada	$671M	+$346M	3	1.95%	Increased
40	First Manhattan New York	$612M	-$7.36M	11	3.62%	Reduced
41	Daiwa Securities Group Tokyo, Japan	$606M	+$107M	8	4.3%	Increased
42	Capital International Investors Los Angeles, California	$604M	+$663K	3	1.02%	Increased
43	Primecap Management Pasadena, California	$596M	-$134K	1	0.59%	Reduced
44	Harris Associates Chicago, Illinois	$594M	-$198K	1	0.95%	Reduced
45	Artisan Partners Milwaukee, Wisconsin	$573M	-$21.7M	4	1.06%	Reduced
46	UBS AM Chicago, Illinois	$541M	-$20.7M	18	0.52%	Reduced
47	Edgewood Management Greenwich, Connecticut	$535M	+$28.8M	1	4.44%	Increased
48	TIAA CREF Investment Management New York	$522M	+$42.1M	18	0.37%	Increased
49	Beutel, Goodman & Co Toronto, Ontario, Canada	$508M	+$94.2M	1	4.29%	Increased
50	Shinko Asset Management Company Tokyo, Japan	$498M	+$75.9M	8	4.76%	Increased