← 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	Pictet Asset Management (UK) London, United Kingdom	$211M	-$27M	7	0.8%	Reduced
127	First Trust Advisors Wheaton, Illinois	$207M	+$22.5M	18	0.62%	Increased
128	FTCM Fir Tree Capital Management New York	$199M	$0	1	8.52%	Maintained
129	Credit Agricole Montrouge Cedex, France	$199M	+$39.6M	15	0.65%	Increased
130	APG Asset Management Amsterdam, Netherlands	$197M	-$36.4M	8	0.35%	Reduced
131	Resolution Capital Sydney, NSW, Australia	$195M	+$24.2M	3	12.49%	Increased
132	Bank of Nova Scotia Toronto, Ontario, Canada	$194M	-$7.59M	7	1.1%	Reduced
133	Loomis, Sayles & Company Boston, Massachusetts	$191M	+$18.2M	10	0.48%	Increased
134	Citadel Advisors Miami, Florida	$191M	-$162M	21	0.19%	Reduced
135	Davenport & Co Richmond, Virginia	$190M	+$232K	5	2.81%	Increased
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$189M	-$3.06M	16	0.59%	Reduced
137	USS Investment Management London, United Kingdom	$189M	+$31.5M	1	2.91%	Increased
138	Burgundy Asset Management Toronto, Ontario, Canada	$182M	+$525K	1	1.8%	Increased
139	HRES Heitman Real Estate Securities Chicago, Illinois	$181M	+$13M	3	10.3%	Increased
140	Markel Group Glen Allen, Virginia	$180M	+$1.03M	1	4.64%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$180M	+$1.2M	19	0.75%	Increased
142	BAMCO Inc New York	$176M	-$27.1M	3	0.93%	Reduced
143	BlackRock Japan Tokyo, Japan	$176M	-$2.7M	11	0.6%	Reduced
144	SEI Investments Oaks, Pennsylvania	$175M	+$23.1M	15	0.89%	Increased
145	USAA United Services Automobile Association San Antonio, Texas	$175M	-$13.4M	12	0.59%	Reduced
146	Stifel Financial St. Louis, Missouri	$173M	+$31.3M	18	0.78%	Increased
147	Lyrical Asset Management New York	$171M	-$4.84M	1	3.35%	Reduced
148	MTB Mizuho Trust & Banking Tokyo, Japan	$171M	+$7.79M	7	0.5%	Increased
149	LSV Asset Management Chicago, Illinois	$170M	-$2.59M	3	0.33%	Reduced
150	ACM Adelante Capital Management Alameda, California	$170M	-$7.08M	2	7.96%	Reduced