← 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	Sentry Investments Toronto, Ontario, Canada	$259M	+$32.8M	2	2.98%	Increased
102	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$257M	-$8.44M	3	0.38%	Reduced
103	ACI AMP Capital Investors Sydney, Australia	$254M	-$13.8M	10	1.74%	Reduced
104	Guggenheim Capital Chicago, Illinois	$254M	+$7.17M	20	0.74%	Increased
105	UBS Group Zurich, Switzerland	$249M	+$68.9M	26	0.16%	Increased
106	Frontier Capital Management Boston, Massachusetts	$244M	+$1.88M	4	2.02%	Increased
107	BAMCO Inc New York	$243M	-$51.2M	2	1.13%	Reduced
108	Millennium Management New York	$243M	+$78M	18	0.51%	Increased
109	Victory Capital Management San Antonio, Texas	$242M	+$16M	12	1%	Increased
110	STRS Ohio Columbus, Ohio	$239M	+$4.39M	14	1.07%	Increased
111	Citigroup New York	$239M	+$19.5M	26	0.24%	Increased
112	Federated Hermes Pittsburgh, Pennsylvania	$238M	-$2.69M	13	0.75%	Reduced
113	CIBC Asset Management Toronto, Ontario, Canada	$235M	+$38.1M	8	1.93%	Increased
114	Temasek Holdings Singapore	$228M	$0	1	1.73%	Maintained
115	Two Sigma Advisers New York	$227M	-$9.31M	16	1.35%	Reduced
116	SC Schooner Capital Vero Beach, Florida	$225M	$0	1	95.36%	Maintained
117	Epoch Investment Partners New York	$223M	-$9.53M	2	0.88%	Reduced
118	FTCM Fir Tree Capital Management New York	$220M	+$4.25M	1	3.9%	Increased
119	Schroder Investment Management Group London, United Kingdom	$214M	+$20.5M	5	0.44%	Increased
120	LCS Levin Capital Strategies New York	$214M	+$14.6M	5	3.75%	Increased
121	VOYA Investment Management Atlanta, Georgia	$211M	+$8.16M	17	0.51%	Increased
122	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$210M	+$7.71M	7	0.48%	Increased
123	Lord, Abbett & Co Jersey City, New Jersey	$204M	+$25.5M	7	0.61%	Increased
124	RS Investment Management San Francisco, California	$204M	+$29.1M	4	1.82%	Increased
125	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$203M	+$6.48M	16	0.5%	Increased