← 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
151	SSM Sound Shore Management Greenwich, Connecticut	$161M	-$489K	1	2.92%	Reduced
152	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$159M	-$6.09M	1	5.94%	Reduced
153	Edge Asset Management Seattle, Washington	$157M	-$54.8M	1	1.51%	Reduced
154	BlackRock Japan Tokyo, Japan	$157M	+$17.7M	11	0.58%	Increased
155	Thrivent Financial for Lutherans Minneapolis, Minnesota	$157M	+$11.9M	14	0.76%	Increased
156	First Trust Advisors Wheaton, Illinois	$156M	-$13.6M	18	0.5%	Reduced
157	MICM Matthews International Capital Management San Francisco, California	$156M	-$26.7M	1	6.92%	Reduced
158	Asset Management One Tokyo, Japan	$153M	-$8.06M	13	2.23%	Reduced
159	ACM Adelante Capital Management Alameda, California	$153M	-$1.39M	2	7.29%	Reduced
160	NFA Nationwide Fund Advisors Columbus, Ohio	$149M	-$9.52M	19	0.65%	Reduced
161	LSV Asset Management Chicago, Illinois	$149M	+$8.08M	5	0.31%	Increased
162	Royce & Associates New York	$148M	-$29.7M	8	0.93%	Reduced
163	Beck Mack & Oliver New York	$147M	-$161K	5	5.15%	Reduced
164	GA Geneva Advisors Chicago, Illinois	$147M	+$16.9M	7	2.96%	Increased
165	Loomis, Sayles & Company Boston, Massachusetts	$147M	+$11.8M	8	0.42%	Increased
166	BNP Paribas Asset Management Paris, France	$145M	-$16.4M	11	1.23%	Reduced
167	MP MSD Partners New York	$145M	$0	1	7.6%	Maintained
168	State Board of Administration of Florida Retirement System Tallahassee, Florida	$141M	-$744K	16	0.54%	Reduced
169	MTB Mizuho Trust & Banking Tokyo, Japan	$139M	+$9.29M	7	0.44%	Increased
170	SAM Securian Asset Management St Paul, Minnesota	$138M	+$26M	7	3.96%	Increased
171	HSBC Holdings London, United Kingdom	$132M	+$12.7M	13	0.37%	Increased
172	Arrowstreet Capital Boston, Massachusetts	$132M	-$17.4M	14	0.56%	Reduced
173	USSCPF United States Steel & Carnegie Pension Fund New York	$131M	$0	2	3.04%	Maintained
174	Westfield Capital Management Boston, Massachusetts	$131M	+$96.6M	3	1%	Increased
175	SEI Investments Oaks, Pennsylvania	$130M	+$596K	16	0.81%	Increased