← 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
126	STRS Ohio Columbus, Ohio	$203M	+$28.8M	13	0.9%	Increased
127	State of Wisconsin Investment Board Madison, Wisconsin	$201M	+$8.68M	11	0.72%	Increased
128	Temasek Holdings Singapore	$200M	$0	1	2.99%	Maintained
129	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$197M	+$2.11M	16	0.49%	Increased
130	Brookfield Corp Toronto, Ontario, Canada	$196M	+$11.4M	1	1.27%	Increased
131	Swiss National Bank Zurich, Switzerland	$187M	-$248K	17	0.69%	Reduced
132	Citigroup New York	$186M	+$261K	24	0.18%	Increased
133	CI Investments Inc Toronto, Ontario, Canada	$185M	+$78.9M	4	1.83%	Increased
134	TAM Third Avenue Management New York	$184M	-$40.3M	3	3.55%	Reduced
135	Gates Capital Management New York	$184M	-$2.16M	1	4.9%	Reduced
136	New York State Teachers Retirement System (NYSTRS) Albany, New York	$183M	-$5.17M	10	0.48%	Reduced
137	GC GMT Capital Atlanta, Georgia	$183M	-$10.5M	3	3.8%	Reduced
138	CIBC Asset Management Toronto, Ontario, Canada	$173M	-$6.47M	8	0.98%	Reduced
139	PNC Financial Services Group Pittsburgh, Pennsylvania	$173M	-$1.41M	20	0.22%	Reduced
140	Tocqueville Asset Management New York	$172M	-$31.4M	10	1.67%	Reduced
141	Panagora Asset Management Boston, Massachusetts	$171M	+$4.22M	16	0.83%	Increased
142	Two Sigma Investments New York	$169M	+$30.8M	12	0.76%	Increased
143	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$168M	-$17.5M	1	3.06%	Reduced
144	Williams Jones & Associates New York	$168M	-$160M	3	7.54%	Reduced
145	SA SQ Advisors Naples, Florida	$167M	+$8.35M	1	6.8%	Increased
146	MICM Matthews International Capital Management San Francisco, California	$165M	+$24.8M	2	9.18%	Increased
147	UBS Zurich, Switzerland	$165M	-$13M	25	0.13%	Reduced
148	Parametric Portfolio Associates Seattle, Washington	$164M	+$13.3M	20	0.37%	Increased
149	Columbia Wanger Asset Management Chicago, Illinois	$164M	-$4.69M	3	0.66%	Reduced
150	AL AJO LP Philadelphia, Pennsylvania	$163M	-$2.78M	4	0.7%	Reduced