← 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	Baupost Group Boston, Massachusetts	$279M	+$124M	1	3.64%	Increased
102	Security Capital Research & Management Chicago, Illinois	$276M	+$26.2M	4	8.97%	Increased
103	SA SQ Advisors Naples, Florida	$272M	-$52.5M	1	11.48%	Reduced
104	Millennium Management New York	$272M	+$15.2M	18	0.57%	Increased
105	Federated Hermes Pittsburgh, Pennsylvania	$262M	+$28.6M	15	0.79%	Increased
106	UBS Group Zurich, Switzerland	$255M	+$24.7M	28	0.14%	Increased
107	RhumbLine Advisers Boston, Massachusetts	$254M	+$23.5M	16	0.64%	Increased
108	First Trust Advisors Wheaton, Illinois	$252M	+$40.2M	19	0.75%	Increased
109	SA SPO Advisory San Anselmo, California	$251M	$0	1	5.16%	Maintained
110	I.G. Investment Management Winnipeg, Manitoba, Canada	$247M	-$136M	4	1.3%	Reduced
111	EARNEST Partners Atlanta, Georgia	$247M	-$20M	10	2.7%	Reduced
112	Fiera Capital (Canada) Montreal, Quebec, Canada	$238M	+$1.09M	5	1.34%	Increased
113	GJL Gendell Jeffrey L	$237M	-$17.2M	1	27.48%	Reduced
114	TCW Group Los Angeles, California	$231M	-$5.8M	8	1.74%	Reduced
115	Burgundy Asset Management Toronto, Ontario, Canada	$230M	+$61.7M	1	2.18%	Increased
116	Sentry Investments Toronto, Ontario, Canada	$229M	+$8.02M	3	1.74%	Increased
117	Sarasin & Partners London, United Kingdom	$221M	-$18.3M	3	3.74%	Reduced
118	BWA Brave Warrior Advisors New York	$221M	+$5.07M	1	10.52%	Increased
119	Schroder Investment Management Group London, United Kingdom	$220M	-$56.1M	3	0.42%	Reduced
120	New York State Teachers Retirement System (NYSTRS) Albany, New York	$220M	-$4.3M	12	0.57%	Reduced
121	STRS Ohio Columbus, Ohio	$217M	-$10.8M	16	0.96%	Reduced
122	State of Wisconsin Investment Board Madison, Wisconsin	$213M	-$8.18M	13	0.92%	Reduced
123	Korea Investment Corp Seoul, South Korea	$203M	+$46.8M	7	0.98%	Increased
124	CIBC Asset Management Toronto, Ontario, Canada	$202M	-$28.2M	8	1.45%	Reduced
125	Pictet Asset Management (UK) London, United Kingdom	$198M	-$5.62M	7	0.74%	Reduced