← 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
101	Prudential Financial Newark, New Jersey	$219M	+$227M	13	0.49%	New
102	Canada Life Winnipeg, Manitoba, Canada	$219M	+$221M	6	1.44%	New
103	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$216M	+$229M	7	0.49%	New
104	BlackRock New York	$216M	+$220M	20	0.43%	New
105	Beck Mack & Oliver New York	$214M	+$212M	3	5.85%	New
106	Adage Capital Partners Boston, Massachusetts	$211M	+$210M	5	0.65%	New
107	ACM AEW Capital Management Boston, Massachusetts	$211M	+$227M	1	5.48%	New
108	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$207M	+$196M	2	0.35%	New
109	BRC Blue Ridge Capital New York	$206M	+$232M	1	2.49%	New
110	GC GMT Capital Atlanta, Georgia	$206M	+$194M	2	4.73%	New
111	APG Asset Management Amsterdam, Netherlands	$205M	+$205M	9	0.64%	New
112	Citigroup New York	$202M	+$207M	23	0.2%	New
113	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$198M	+$202M	7	0.56%	New
114	SAC Capital Advisors Stamford, Connecticut	$196M	+$210M	14	1.07%	New
115	Munder Capital Management Birmingham, Michigan	$195M	+$218M	5	1.67%	New
116	BAMCO Inc New York	$195M	+$217M	4	1.01%	New
117	HCM Hoplite Capital Management New York	$193M	+$217M	1	6.74%	New
118	Diamond Hill Capital Management Columbus, Ohio	$192M	+$185M	1	2.07%	New
119	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$190M	+$194M	1	2.84%	New
120	Parnassus Investments San Francisco, California	$190M	+$249M	1	2.48%	New
121	Barclays London, United Kingdom	$186M	+$202M	21	0.23%	New
122	Allianz Asset Management Munich, Germany	$186M	+$180M	12	0.26%	New
123	PC Paulson & Co New York	$185M	+$208M	1	1.3%	New
124	Select Equity Group New York	$182M	+$185M	1	2.57%	New
125	William Blair & Company Chicago, Illinois	$181M	+$186M	9	0.36%	New