← 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
51
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$492M -$56.8M 16 0.38% Reduced
52
First Manhattan
First Manhattan
New York
$470M +$9.42M 7 3.28% Increased
53
UBS AM
UBS AM
Illinois
$460M +$9.67M 15 0.57% Increased
54
Managed Account Advisors
Managed Account Advisors
New Jersey
$449M -$84.6M 18 0.66% Reduced
55
Primecap Management
Primecap Management
California
$430M -$5.67M 1 0.57% Reduced
56
WI
WHV Investments
California
$423M +$13.3M 2 4.2% Increased
57
Artisan Partners
Artisan Partners
Wisconsin
$421M -$12.4M 4 0.81% Reduced
58
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$418M +$432K 3 1.47% Increased
59
Calamos Advisors
Calamos Advisors
Illinois
$407M -$10M 3 2.55% Reduced
60
Capital Guardian Trust
Capital Guardian Trust
California
$406M -$22.1M 6 2.81% Reduced
61
Lone Pine Capital
Lone Pine Capital
Connecticut
$398M +$14.5M 1 1.78% Increased
62
American Century Companies
American Century Companies
Missouri
$398M -$100M 8 0.5% Reduced
63
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$395M -$1.5M 4 2.01% Reduced
64
Legal & General Group
Legal & General Group
United Kingdom
$388M +$3.16M 10 0.51% Increased
65
Russell Frank Company
Russell Frank Company
Washington
$386M -$1.07M 20 0.68% Reduced
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$374M +$42.6M 18 0.62% Increased
67
JP
Jana Partners
New York
$368M +$290M 1 4.24% Increased
68
Edgewood Management
Edgewood Management
Connecticut
$367M +$124M 1 4.59% Increased
69
GE
General Electric
Ohio
$367M -$26.3M 2 1.84% Reduced
70
1832 Asset Management
1832 Asset Management
Ontario, Canada
$366M -$91.1M 3 1.62% Reduced
71
Nuveen
Nuveen
North Carolina
$363M +$17.6M 9 2.35% Increased
72
Security Capital Research & Management
Security Capital Research & Management
Illinois
$344M +$24.5M 1 10.85% Increased
73
ECM
EII Capital Management
New York
$318M +$12.6M 1 7.61% Increased
74
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$317M +$58.7M 7 1.61% Increased
75
Teachers Advisors
Teachers Advisors
New York
$312M -$42.1M 16 0.78% Reduced
1 2
3
4 5