← 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
201	Tiger Global Management New York	$230M	-$85.5M	2	0.43%	Reduced
202	ProShare Advisors Bethesda, Maryland	$225M	+$3.93M	18	0.66%	Increased
203	Burgundy Asset Management Toronto, Ontario, Canada	$225M	+$38.1M	2	2.2%	Increased
204	Mitsubishi UFJ Asset Management Tokyo, Japan	$223M	+$19.3M	18	1.22%	Increased
205	TIAM TT International Asset Management London, United Kingdom	$222M	+$112M	1	10.17%	Increased
206	SSM Sound Shore Management Greenwich, Connecticut	$221M	+$27.2M	2	6.14%	Increased
207	Man Group London, United Kingdom	$220M	-$158M	15	0.77%	Reduced
208	Manning & Napier Group Fairport, New York	$219M	-$1.7M	6	1.8%	Reduced
209	HA Harbor Advisors West Palm Beach, Florida	$218M	$0	4	43.18%	Maintained
210	Baird Financial Group Milwaukee, Wisconsin	$218M	-$38.4M	14	0.57%	Reduced
211	Vaughan Nelson Investment Management Houston, Texas	$217M	-$35.1M	3	2.2%	Reduced
212	Nisa Investment Advisors St. Louis, Missouri	$213M	-$17.7M	19	1.33%	Reduced
213	Storebrand Asset Management Lysaker, Norway	$211M	-$6.77M	15	1.03%	Reduced
214	Ceredex Value Advisors Orlando, Florida	$211M	-$32.7M	5	2.37%	Reduced
215	Viking Global Investors Stamford, Connecticut	$211M	+$196M	1	0.64%	New
216	Holocene Advisors New York	$210M	-$57M	5	1.18%	Reduced
217	Guardian Capital (Canada) Toronto, Ontario, Canada	$204M	-$10.6M	2	4.01%	Reduced
218	Commerce Bank Kansas City, Missouri	$204M	+$31M	11	1.45%	Increased
219	IC Inverness Counsel New York	$204M	-$3.6M	1	7.42%	Reduced
220	Rockefeller Capital Management New York	$203M	+$19.8M	24	1.14%	Increased
221	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$202M	+$2.62M	22	2.04%	Increased
222	Chevy Chase Trust Bethesda, Maryland	$200M	-$9.67M	7	0.68%	Reduced
223	W.H. Reaves & Co Jersey City, New Jersey	$200M	-$5.95M	4	6.51%	Reduced
224	WBC Westpac Banking Corp Sydney, Australia	$198M	-$5.77M	13	1.99%	Reduced
225	Virginia Retirement Systems Richmond, Virginia	$193M	+$13.3M	8	1.9%	Increased