← 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
76	SA SQ Advisors Naples, Florida	$395M	-$39.8M	1	16.73%	Reduced
77	Capital Guardian Trust Los Angeles, California	$391M	-$80.2M	6	3.01%	Reduced
78	Parametric Portfolio Associates Seattle, Washington	$388M	+$6.48M	21	0.61%	Increased
79	California Public Employees Retirement System Sacramento, California	$378M	-$557K	22	0.61%	Reduced
80	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$376M	+$15.6M	8	1.56%	Increased
81	BlackRock New York	$376M	+$27.3M	21	0.56%	Increased
82	VOYA Investment Management Atlanta, Georgia	$375M	+$17.9M	16	0.92%	Increased
83	Swiss National Bank Zurich, Switzerland	$375M	-$132M	16	0.61%	Reduced
84	New York State Common Retirement Fund Albany, New York	$371M	+$48.9M	19	0.54%	Increased
85	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$369M	+$2.15M	8	0.64%	Increased
86	BlackRock Investment Management Wilmington, Delaware	$368M	+$53.5M	21	0.47%	Increased
87	Macquarie Group Sydney, NSW 2000, Australia	$367M	-$30.3M	11	0.72%	Reduced
88	Coatue Management New York	$359M	-$128M	1	5.12%	Reduced
89	Security Capital Research & Management Chicago, Illinois	$357M	+$23.2M	4	12.11%	Increased
90	Victory Capital Management San Antonio, Texas	$357M	+$36.6M	13	1.43%	Increased
91	Renaissance Technologies New York	$355M	-$71.9M	21	0.68%	Reduced
92	Citadel Advisors Miami, Florida	$355M	+$135M	17	0.4%	Increased
93	SA SPO Advisory San Anselmo, California	$343M	-$433M	1	6.86%	Reduced
94	Millennium Management New York	$336M	+$72.4M	18	0.77%	Increased
95	abrdn Investment Management Edinburgh, United Kingdom	$317M	-$21.2M	2	1.44%	Reduced
96	Lord, Abbett & Co Jersey City, New Jersey	$317M	+$96.7M	10	0.99%	Increased
97	Adage Capital Partners Boston, Massachusetts	$312M	+$79.2M	9	0.85%	Increased
98	ACM AEW Capital Management Boston, Massachusetts	$305M	-$5.08M	1	6.14%	Reduced
99	AQR Capital Management Greenwich, Connecticut	$290M	-$30.3M	19	0.51%	Reduced
100	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$290M	+$6.99M	7	0.64%	Increased