← 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
Lyrical Asset Management
Lyrical Asset Management
New York
$335M -$3.95M 1 4.96% Reduced
202
Frontier Capital Management
Frontier Capital Management
Massachusetts
$333M +$57.3M 7 3.16% Increased
203
M&G plc
M&G plc
United Kingdom
$327M -$17.1M 5 2.02% Reduced
204
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$317M +$14.9M 21 0.88% Increased
205
Squarepoint
Squarepoint
New York
$310M +$72.9M 28 0.31% Increased
206
Credit Agricole
Credit Agricole
France
$302M +$80.8M 20 0.88% Increased
207
AMF Tjänstepension
AMF Tjänstepension
Sweden
$301M +$73.1M 3 2.14% Increased
208
Rafferty Asset Management
Rafferty Asset Management
New York
$301M +$19.5M 14 1.06% Increased
209
ProShare Advisors
ProShare Advisors
Maryland
$298M +$14.7M 24 0.68% Increased
210
KBC Group
KBC Group
Belgium
$289M -$50.2M 26 0.8% Reduced
211
William Blair & Company
William Blair & Company
Illinois
$289M +$22M 17 0.84% Increased
212
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$288M +$586K 5 3.47% Increased
213
Mariner
Mariner
Kansas
$287M +$11.1M 29 0.48% Increased
214
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$287M +$13.7M 9 1.92% Increased
215
Third Point
Third Point
New York
$287M +$15M 1 3.85% Increased
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$285M +$52.1M 16 1.03% Increased
217
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$284M -$37.1M 2 2.87% Reduced
218
Point72 Asset Management
Point72 Asset Management
Connecticut
$283M -$20.9M 14 0.62% Reduced
219
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$282M -$7.39M 15 2.46% Reduced
220
Marshall Wace
Marshall Wace
United Kingdom
$281M -$130M 24 0.34% Reduced
221
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$279M -$68M 7 1.95% Reduced
222
HighTower Advisors
HighTower Advisors
Illinois
$279M +$9.6M 27 0.38% Increased
223
Silvercrest Asset Management
Silvercrest Asset Management
New York
$278M +$46.2M 14 1.86% Increased
224
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$277M +$66.1M 6 1.26% Increased
225
LSV Asset Management
LSV Asset Management
Illinois
$277M -$4.05M 2 0.64% Reduced
7 8
9
10 11