← 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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$289M	-$344K	17	0.62%	Reduced
102	1832 Asset Management Toronto, Ontario, Canada	$282M	-$9.78M	4	1.1%	Reduced
103	Federated Hermes Pittsburgh, Pennsylvania	$276M	-$37.3M	13	0.8%	Reduced
104	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$276M	-$21.7M	3	0.42%	Reduced
105	ACI AMP Capital Investors Sydney, Australia	$273M	-$16.3M	11	1.82%	Reduced
106	William Blair Investment Management Chicago, Illinois	$272M	-$388K	2	1.08%	Reduced
107	Guggenheim Capital Chicago, Illinois	$272M	+$3.32M	19	0.86%	Increased
108	Brookfield Corp Toronto, Ontario, Canada	$272M	-$218M	2	1.34%	Reduced
109	Frontier Capital Management Boston, Massachusetts	$264M	-$13.6M	4	2.16%	Reduced
110	TCW Group Los Angeles, California	$263M	-$42.9M	7	1.99%	Reduced
111	Sarasin & Partners London, United Kingdom	$261M	-$10.1M	4	4.33%	Reduced
112	Raymond James & Associates St Petersburg, Florida	$241M	+$41.4M	16	0.75%	Increased
113	SC Schooner Capital Vero Beach, Florida	$239M	-$69.2M	1	100%	Reduced
114	BWA Brave Warrior Advisors New York	$236M	+$3.1M	1	13.2%	Increased
115	STRS Ohio Columbus, Ohio	$235M	-$31.3M	16	1.04%	Reduced
116	Pictet Asset Management (UK) London, United Kingdom	$229M	+$23.9M	6	0.9%	Increased
117	Duff & Phelps Investment Management Chicago, Illinois	$226M	+$68.4M	3	3.38%	Increased
118	Citigroup New York	$224M	-$32.5M	24	0.23%	Reduced
119	CIBC Asset Management Toronto, Ontario, Canada	$223M	-$3.9M	9	1.67%	Reduced
120	New York State Teachers Retirement System (NYSTRS) Albany, New York	$222M	+$23M	12	0.59%	Increased
121	APG Asset Management Amsterdam, Netherlands	$220M	+$12.4M	8	0.41%	Increased
122	ClearBridge Investments New York	$220M	-$11.3M	7	0.26%	Reduced
123	State of Wisconsin Investment Board Madison, Wisconsin	$219M	-$12.8M	12	0.88%	Reduced
124	EARNEST Partners Atlanta, Georgia	$218M	-$5.03M	4	2.37%	Reduced
125	FTCM Fir Tree Capital Management New York	$214M	-$47.4M	1	8.77%	Reduced