← 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	Pzena Investment Management New York	$645M	-$15.3M	2	3.28%	Reduced
52	Beutel, Goodman & Co Toronto, Ontario, Canada	$640M	+$5.99M	2	4.84%	Increased
53	First Manhattan New York	$605M	-$23.4M	9	3.44%	Reduced
54	Victory Capital Management San Antonio, Texas	$598M	-$93M	15	1.3%	Reduced
55	Russell Investments Group London, United Kingdom	$588M	+$10M	22	0.99%	Increased
56	Nuveen Charlotte, North Carolina	$587M	+$54M	12	3.83%	Increased
57	Harris Associates Chicago, Illinois	$585M	+$144M	2	0.98%	Increased
58	Millennium Management New York	$573M	+$73.2M	19	0.76%	Increased
59	Swiss National Bank Zurich, Switzerland	$567M	-$75.6M	16	0.69%	Reduced
60	AQR Capital Management Greenwich, Connecticut	$542M	-$22.1M	19	0.58%	Reduced
61	Citadel Advisors Miami, Florida	$540M	+$10.2M	23	0.29%	Increased
62	Renaissance Technologies New York	$539M	-$8.41M	21	0.59%	Reduced
63	Allianz Asset Management Munich, Germany	$537M	+$66M	15	0.51%	Increased
64	Glenview Capital Management New York	$533M	-$123M	1	3.12%	Reduced
65	Jennison Associates New York	$515M	-$88.8M	8	0.51%	Reduced
66	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$500M	+$156M	12	0.84%	Increased
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$499M	+$16M	9	0.64%	Increased
68	CIBC Asset Management Toronto, Ontario, Canada	$499M	+$66.1M	9	3.24%	Increased
69	Capital Research Global Investors Los Angeles, California	$487M	+$9.65M	2	0.14%	Increased
70	Mackenzie Financial Toronto Ontario, Ontario, Canada	$486M	-$169M	8	1.24%	Reduced
71	SA SPO Advisory San Anselmo, California	$484M	+$238M	1	9.98%	Increased
72	Credit Suisse Zurich, Switzerland	$483M	+$40M	19	0.45%	Increased
73	1832 Asset Management Toronto, Ontario, Canada	$477M	+$33.6M	8	1.76%	Increased
74	Parametric Portfolio Associates Seattle, Washington	$472M	-$1.57M	22	0.47%	Reduced
75	New York State Common Retirement Fund Albany, New York	$469M	-$6.22M	20	0.58%	Reduced