← 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	Pzena Investment Management New York	$313M	-$125M	2	1.83%	Reduced
102	First Trust Advisors Wheaton, Illinois	$310M	-$90.3M	19	0.74%	Reduced
103	State of Wisconsin Investment Board Madison, Wisconsin	$305M	+$14.2M	15	0.99%	Increased
104	William Blair Investment Management Chicago, Illinois	$293M	+$63.6M	3	1.45%	Increased
105	Davenport & Co Richmond, Virginia	$287M	-$6.02M	3	3.95%	Reduced
106	Adage Capital Partners Boston, Massachusetts	$287M	+$31.1M	10	0.79%	Increased
107	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$279M	+$1.09M	21	0.64%	Increased
108	D.E. Shaw & Co New York	$278M	+$112M	19	0.38%	Increased
109	Security Capital Research & Management Chicago, Illinois	$269M	+$46.3M	3	10.66%	Increased
110	Glenview Capital Management New York	$269M	-$5.86M	2	2.6%	Reduced
111	Federated Hermes Pittsburgh, Pennsylvania	$263M	+$3.75M	15	0.72%	Increased
112	Duff & Phelps Investment Management Chicago, Illinois	$263M	-$10.4M	3	4.41%	Reduced
113	Bank of Nova Scotia Toronto, Ontario, Canada	$260M	+$1.94M	9	1.22%	Increased
114	ACM Adelante Capital Management Alameda, California	$249M	+$10.7M	3	14.06%	Increased
115	Aviva London, United Kingdom	$248M	-$45.2M	11	1.85%	Reduced
116	1WCM 12 West Capital Management New York	$247M	+$34.5M	1	25.47%	Increased
117	STRS Ohio Columbus, Ohio	$247M	+$6.6M	15	1.25%	Increased
118	SEI Investments Oaks, Pennsylvania	$242M	+$9.62M	21	0.86%	Increased
119	HRES Heitman Real Estate Securities Chicago, Illinois	$242M	+$5.92M	4	12.48%	Increased
120	SSM Sound Shore Management Greenwich, Connecticut	$237M	-$17.1M	2	4.88%	Reduced
121	Wasatch Advisors Salt Lake City, Utah	$236M	+$27.6M	4	3.14%	Increased
122	Baupost Group Boston, Massachusetts	$233M	$0	1	2.02%	Maintained
123	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$228M	+$33.9M	4	5.46%	Increased
124	Panagora Asset Management Boston, Massachusetts	$220M	+$27.1M	19	1.03%	Increased
125	Citigroup New York	$220M	-$44M	31	0.22%	Reduced