← 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	SA SQ Advisors Naples, Florida	$181M	+$11.2M	1	7%	Increased
127	USAA United Services Automobile Association San Antonio, Texas	$181M	+$8.12M	10	0.65%	Increased
128	Swiss National Bank Zurich, Switzerland	$177M	-$1.4M	18	0.68%	Reduced
129	Security Capital Research & Management Chicago, Illinois	$176M	+$45.1M	1	7.24%	Increased
130	River Road Asset Management Louisville, Kentucky	$176M	+$56.5M	2	2.46%	Increased
131	PNC Financial Services Group Pittsburgh, Pennsylvania	$174M	+$29.4M	21	0.2%	Increased
132	Barclays London, United Kingdom	$172M	-$121M	23	0.17%	Reduced
133	AL AJO LP Philadelphia, Pennsylvania	$171M	+$18.2M	3	0.76%	Increased
134	CI Investments Inc Toronto, Ontario, Canada	$169M	+$17.7M	4	1.77%	Increased
135	TAM Third Avenue Management New York	$168M	-$16.1M	3	3.52%	Reduced
136	Guggenheim Capital Chicago, Illinois	$168M	-$31.5M	20	0.4%	Reduced
137	First Trust Advisors Wheaton, Illinois	$167M	+$19.7M	17	0.66%	Increased
138	CIBC Asset Management Toronto, Ontario, Canada	$165M	-$10M	9	0.99%	Reduced
139	AGF Investments Inc Toronto, Ontario, Canada	$164M	+$57M	3	1.71%	Increased
140	Sustainable Growth Advisers Stamford, Connecticut	$163M	+$10.6M	1	3.67%	Increased
141	New York State Teachers Retirement System (NYSTRS) Albany, New York	$161M	-$1.89M	10	0.42%	Reduced
142	EARNEST Partners Atlanta, Georgia	$159M	+$21.7M	3	1.33%	Increased
143	Davenport & Co Richmond, Virginia	$158M	+$2.41M	3	2.77%	Increased
144	Two Sigma Investments New York	$158M	-$4.24M	12	0.71%	Reduced
145	Wasatch Advisors Salt Lake City, Utah	$157M	+$4.26M	4	1.65%	Increased
146	Prudential plc London, England, United Kingdom	$156M	+$164M	3	0.65%	Increased
147	Parametric Portfolio Associates Seattle, Washington	$155M	+$6.86M	21	0.34%	Increased
148	BWA Brave Warrior Advisors New York	$154M	+$46.7M	1	5.72%	Increased
149	State of New Jersey Common Pension Fund D Trenton, New Jersey	$154M	+$28.1M	7	0.61%	Increased
150	Amundi Asset Management US Boston, Massachusetts	$154M	-$32.4M	3	0.58%	Reduced