← 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	State of Wisconsin Investment Board Madison, Wisconsin	$204M	+$1.63M	13	0.7%	Increased
127	Acadian Asset Management Boston, Massachusetts	$203M	+$20.8M	8	0.9%	Increased
128	Citigroup New York	$199M	-$7.22M	25	0.18%	Reduced
129	AL AJO LP Philadelphia, Pennsylvania	$197M	+$11.8M	3	0.84%	Increased
130	Swiss National Bank Zurich, Switzerland	$196M	+$1.84M	18	0.73%	Increased
131	USAA United Services Automobile Association San Antonio, Texas	$195M	+$1.37M	10	0.69%	Increased
132	BWA Brave Warrior Advisors New York	$193M	+$27.2M	1	6.73%	Increased
133	First Trust Advisors Wheaton, Illinois	$193M	+$13.8M	16	0.65%	Increased
134	Schroder Investment Management Group London, United Kingdom	$192M	-$39.8M	9	0.38%	Reduced
135	Two Sigma Investments New York	$186M	+$15.6M	14	1.03%	Increased
136	Amundi Asset Management US Boston, Massachusetts	$184M	+$17.7M	3	0.67%	Increased
137	Parametric Portfolio Associates Seattle, Washington	$183M	+$16M	21	0.39%	Increased
138	Federated Hermes Pittsburgh, Pennsylvania	$183M	+$26M	10	0.56%	Increased
139	MICM Matthews International Capital Management San Francisco, California	$181M	+$2.85M	2	7.52%	Increased
140	Davenport & Co Richmond, Virginia	$178M	+$2.55M	3	2.87%	Increased
141	AGF Investments Inc Toronto, Ontario, Canada	$177M	-$2.16M	3	1.9%	Reduced
142	MP MSD Partners New York	$177M	+$31.1M	1	4.18%	Increased
143	Wasatch Advisors Salt Lake City, Utah	$176M	-$5.7M	4	1.83%	Reduced
144	Allianz Asset Management Munich, Germany	$174M	-$80.8M	10	0.19%	Reduced
145	OCAM Owl Creek Asset Management New York	$174M	+$11.1M	1	11.04%	Increased
146	New York State Teachers Retirement System (NYSTRS) Albany, New York	$173M	+$599K	10	0.44%	Increased
147	Prudential plc London, England, United Kingdom	$171M	+$3.6M	3	0.73%	Increased
148	Sustainable Growth Advisers Stamford, Connecticut	$169M	-$5.22M	1	3.81%	Reduced
149	Select Equity Group New York	$166M	-$106M	1	1.56%	Reduced
150	Markel Group Glen Allen, Virginia	$166M	+$1.3M	1	4.18%	Increased