← 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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$271M -$1.75M 9 1.16% Reduced
127
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$270M +$15.4M 12 1.53% Increased
128
Korea Investment Corp
Korea Investment Corp
South Korea
$268M +$106M 9 1.18% Increased
129
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$268M -$7.49M 4 1.12% Reduced
130
Axa
Axa
France
$267M +$71.3M 13 1.33% Increased
131
LSV Asset Management
LSV Asset Management
Illinois
$266M -$99.7M 6 0.64% Reduced
132
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$261M -$189M 1 2.82% Reduced
133
EARNEST Partners
EARNEST Partners
Georgia
$259M +$10.1M 11 2.92% Increased
134
Markel Group
Markel Group
Virginia
$257M +$334K 1 4.83% Increased
135
Federated Hermes
Federated Hermes
Pennsylvania
$255M +$23.2M 15 0.75% Increased
136
Epoch Investment Partners
Epoch Investment Partners
New York
$251M +$6.58M 4 1.52% Increased
137
National Pension Service
National Pension Service
South Korea
$249M +$2.95M 6 0.84% Increased
138
Prudential plc
Prudential plc
United Kingdom
$246M +$146M 4 1.31% Increased
139
CIBC World Market
CIBC World Market
Ontario, Canada
$242M +$5.77M 8 1.24% Increased
140
William Blair Investment Management
William Blair Investment Management
Illinois
$242M -$150M 2 1.18% Reduced
141
Sarasin & Partners
Sarasin & Partners
United Kingdom
$242M -$10.4M 4 4.75% Reduced
142
Citigroup
Citigroup
New York
$240M -$95.5M 31 0.22% Reduced
143
Alkeon Capital Management
Alkeon Capital Management
New York
$237M $0 1 1.01% Maintained
144
Envestnet Asset Management
Envestnet Asset Management
Illinois
$237M +$26.3M 24 0.28% Increased
145
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$232M +$93.4M 14 0.5% Increased
146
TCW Group
TCW Group
California
$231M -$18.7M 8 3.19% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$231M +$26.6M 17 1.59% Increased
148
Trian Fund Management
Trian Fund Management
New York
$229M +$90K 1 3.3% Increased
149
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$226M +$106M 12 2.74% Increased
150
USS Investment Management
USS Investment Management
United Kingdom
$225M -$27.7M 4 3.05% Reduced
4 5
6
7 8