← 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
176	Scotia Capital Toronto, Ontario, Canada	$261M	+$10.2M	9	1.79%	Increased
177	Fiera Capital (Canada) Montreal, Quebec, Canada	$255M	-$37.4M	4	0.74%	Reduced
178	Thrivent Financial for Lutherans Minneapolis, Minnesota	$255M	+$2.45M	18	0.58%	Increased
179	Storebrand Asset Management Lysaker, Norway	$251M	+$1.67M	14	1.15%	Increased
180	Alkeon Capital Management New York	$251M	+$31.5M	1	0.44%	Increased
181	Cooke & Bieler Philadelphia, Pennsylvania	$251M	-$1.69M	1	2.34%	Reduced
182	Segall Bryant & Hamill Chicago, Illinois	$244M	+$9.13M	13	2.55%	Increased
183	ESCM Echo Street Capital Management New York	$242M	+$2.4M	2	2.08%	Increased
184	Point72 Asset Management Stamford, Connecticut	$241M	+$35.8M	17	0.72%	Increased
185	Susquehanna International Group Bala Cynwyd, Pennsylvania	$240M	-$19.3M	37	0.05%	Reduced
186	WI Wafra Inc New York	$240M	+$32.6M	2	7.87%	Increased
187	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$237M	-$33M	12	1.18%	Reduced
188	VanEck Associates New York	$236M	-$131M	20	0.52%	Reduced
189	Employees Retirement System of Texas Austin, Texas	$236M	+$19.8M	4	3.23%	Increased
190	DG DigitalBridge Group Boca Raton, Florida	$230M	-$22.6M	3	27.59%	Reduced
191	Arrowstreet Capital Boston, Massachusetts	$226M	-$38M	11	0.27%	Reduced
192	Winslow Capital Management Minneapolis, Minnesota	$226M	+$198M	1	1.02%	New
193	Pacer Advisors Malvern, Pennsylvania	$222M	-$46.1M	14	0.89%	Reduced
194	Truist Financial Charlotte, North Carolina	$218M	-$11M	16	0.36%	Reduced
195	Baird Financial Group Milwaukee, Wisconsin	$215M	-$5.49M	13	0.57%	Reduced
196	US Bancorp Minneapolis, Minnesota	$215M	-$4.36M	26	0.35%	Reduced
197	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$211M	-$7.2M	4	0.56%	Reduced
198	Chevy Chase Trust Bethesda, Maryland	$210M	-$1.01M	8	0.79%	Reduced
199	Conestoga Capital Advisors Wayne, Pennsylvania	$209M	-$1.34M	1	3.32%	Reduced
200	HA Harbor Advisors West Palm Beach, Florida	$209M	$0	3	44.32%	Maintained