← 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	Jane Street New York	$739M	+$458M	37	0.17%	Increased
102	Schroder Investment Management Group London, United Kingdom	$738M	-$21.2M	13	0.81%	Reduced
103	Fidelity International Hamilton, Bermuda	$733M	-$134M	9	0.73%	Reduced
104	Eagle Asset Management St Petersburg, Florida	$725M	+$9.36M	9	3.89%	Increased
105	Canada Life Winnipeg, Manitoba, Canada	$719M	+$5.02M	19	1.35%	Increased
106	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$716M	-$478M	5	2.44%	Reduced
107	AQR Capital Management Greenwich, Connecticut	$697M	+$144M	24	1.07%	Increased
108	Raymond James Financial Services Advisors St. Petersburg, Florida	$665M	+$4.53M	20	0.95%	Increased
109	Qube Research & Technologies (QRT) London, United Kingdom	$663M	+$45.6M	25	1.05%	Increased
110	Westfield Capital Management Boston, Massachusetts	$659M	+$47.6M	4	3.24%	Increased
111	Axa Paris, France	$659M	-$61.5M	13	1.96%	Reduced
112	CIBC Asset Management Toronto, Ontario, Canada	$655M	-$64.1M	15	2.33%	Reduced
113	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$654M	+$641M	31	1.55%	New
114	PGGM Investments Zeist, Netherlands	$638M	-$95.9M	7	9.13%	Reduced
115	Renaissance Technologies New York	$635M	+$31.5M	17	1.08%	Increased
116	Arrowstreet Capital Boston, Massachusetts	$627M	+$415M	17	0.55%	Increased
117	Natixis Advisors Boston, Massachusetts	$620M	-$77.4M	16	1.35%	Reduced
118	BNP Paribas Financial Markets Paris, France	$617M	-$351M	25	0.5%	Reduced
119	Federated Hermes Pittsburgh, Pennsylvania	$616M	+$161M	18	1.46%	Increased
120	Asset Management One Tokyo, Japan	$600M	+$3.61M	11	2.3%	Increased
121	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$580M	+$97.4M	3	10.62%	Increased
122	Balyasny Asset Management Chicago, Illinois	$579M	+$10.7M	19	1.01%	Increased
123	ACM AEW Capital Management Boston, Massachusetts	$576M	+$77.5M	4	27.88%	Increased
124	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$574M	+$871K	17	2.24%	Increased
125	Bahl & Gaynor Cincinnati, Ohio	$566M	-$82.3M	6	3.16%	Reduced