← 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	PNC Financial Services Group Pittsburgh, Pennsylvania	$196M	+$55M	18	0.22%	Increased
127	Stifel Financial St. Louis, Missouri	$194M	+$17.4M	18	0.83%	Increased
128	SEI Investments Oaks, Pennsylvania	$194M	+$18.3M	17	0.94%	Increased
129	Barclays London, United Kingdom	$193M	+$54.1M	21	0.21%	Increased
130	Credit Agricole Montrouge Cedex, France	$193M	-$7.17M	14	0.62%	Reduced
131	Capital Guardian Trust Los Angeles, California	$193M	-$615M	8	1.51%	Reduced
132	Bank of Nova Scotia Toronto, Ontario, Canada	$193M	+$11.2M	8	0.99%	Increased
133	MP MSD Partners New York	$191M	$0	1	9.56%	Maintained
134	State Board of Administration of Florida Retirement System Tallahassee, Florida	$190M	+$376K	16	0.57%	Increased
135	USS Investment Management London, United Kingdom	$188M	$0	1	2.88%	Maintained
136	LCS Levin Capital Strategies New York	$186M	+$21.9M	5	3.2%	Increased
137	LSV Asset Management Chicago, Illinois	$186M	+$2.97M	3	0.34%	Increased
138	SC Schooner Capital Vero Beach, Florida	$185M	$0	1	100%	Maintained
139	FTCM Fir Tree Capital Management New York	$183M	-$13.7M	1	7.4%	Reduced
140	Davenport & Co Richmond, Virginia	$181M	-$733K	2	2.59%	Reduced
141	Adage Capital Partners Boston, Massachusetts	$180M	-$97.4M	7	0.49%	Reduced
142	Lyrical Asset Management New York	$180M	+$4.86M	1	3.2%	Increased
143	NFA Nationwide Fund Advisors Columbus, Ohio	$176M	-$8.44M	19	0.73%	Reduced
144	BlackRock Japan Tokyo, Japan	$175M	-$668K	13	0.58%	Reduced
145	BAMCO Inc New York	$173M	-$1.19M	3	0.97%	Reduced
146	Markel Group Glen Allen, Virginia	$170M	+$1.23M	1	4.1%	Increased
147	BRIM Broad Run Investment Management Arlington, Virginia	$169M	+$12.1M	1	6.97%	Increased
148	William Blair Investment Management Chicago, Illinois	$168M	-$113M	2	0.67%	Reduced
149	Viking Global Investors Stamford, Connecticut	$167M	+$147M	1	0.76%	Increased
150	VFA Virtus Fund Advisers Hartford, Connecticut	$167M	+$76.1M	8	1.42%	Increased