← 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	Arrowstreet Capital Boston, Massachusetts	$207M	-$32M	11	0.25%	Reduced
202	US Bancorp Minneapolis, Minnesota	$207M	+$348K	27	0.34%	Increased
203	Royal London Asset Management United Kingdom	$206M	+$17.2M	10	0.67%	Increased
204	Balyasny Asset Management Chicago, Illinois	$202M	+$69.6M	15	0.41%	Increased
205	Chevy Chase Trust Bethesda, Maryland	$200M	-$3.25M	8	0.79%	Reduced
206	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$197M	+$23.1M	2	16.46%	Increased
207	Nisa Investment Advisors St. Louis, Missouri	$197M	+$9.62M	23	1.5%	Increased
208	DG DigitalBridge Group Boca Raton, Florida	$196M	-$26.7M	3	22.65%	Reduced
209	HA Harbor Advisors West Palm Beach, Florida	$194M	-$774	3	41.49%	Reduced
210	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$190M	-$20.4M	12	1.36%	Reduced
211	Conestoga Capital Advisors Wayne, Pennsylvania	$189M	+$1.05M	1	3.25%	Increased
212	Winslow Capital Management Minneapolis, Minnesota	$188M	-$5.18M	1	0.9%	Reduced
213	Janney Montgomery Scott Philadelphia, Pennsylvania	$188M	+$16.7M	17	0.7%	Increased
214	TD Waterhouse Canada Toronto, Ontario, Canada	$188M	-$2.61M	16	1.96%	Reduced
215	UniSuper Management Melbourne, Victoria, Australia	$188M	-$96M	7	2.3%	Reduced
216	Guggenheim Capital Chicago, Illinois	$188M	-$8.42M	16	1.61%	Reduced
217	Schonfeld Strategic Advisors New York	$185M	+$67.8M	14	1.44%	Increased
218	Cincinnati Financial Corp Fairfield, Ohio	$184M	$0	2	4.44%	Maintained
219	Mariner Overland Park, Kansas	$182M	+$3.87M	25	0.49%	Increased
220	Fiera Capital (Canada) Montreal, Quebec, Canada	$182M	-$78.3M	5	0.58%	Reduced
221	Fiduciary Management Inc Milwaukee, Wisconsin	$180M	-$114M	2	1.83%	Reduced
222	Commerce Bank Kansas City, Missouri	$180M	+$6.86M	12	1.41%	Increased
223	HighTower Advisors Chicago, Illinois	$178M	+$13.3M	24	0.33%	Increased
224	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$176M	-$17.2M	4	0.51%	Reduced
225	State of Alaska Department of Revenue Juneau, Alaska	$174M	-$69.7K	13	2.2%	Reduced