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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
LMAM
Legg Mason Asset Management
Japan
$0 -$669K 0 – Closed
2502
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$0 -$255K 0 – Closed
2503
LIM
Longfellow Investment Management
Massachusetts
$0 -$17K 0 – Closed
2504
LA
LVW Advisors
New York
$0 -$293K 0 – Closed
2505
MCM
Mainstay Capital Management
Michigan
$0 -$204K 0 – Closed
2506
MHS
M Holdings Securities
Oregon
$0 -$1.14M 0 – Closed
2507
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$4.57M 0 – Closed
2508
MA
MYDA Advisors
New York
$0 -$391K 0 – Closed
2509
NAM
Nexpoint Asset Management
Texas
$0 -$6.06M 0 – Closed
2510
NIC
Northwest Investment Counselors
Oregon
$0 -$33K 0 – Closed
2511
OWIM
Old West Investment Management
California
$0 -$2.81M 0 – Closed
2512
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$104K 0 – Closed
2513
PC
Passport Capital
California
$0 -$15.7M 0 – Closed
2514
Pathstone Family Office
Pathstone Family Office
New Jersey
$0 -$54K 0 – Closed
2515
PCM
Price Capital Management
Louisiana
$0 -$1.2M 0 – Closed
2516
QCIG
Quad-Cities Investment Group
Iowa
$0 -$150K 0 – Closed
2517
RA
Ramius Advisors
New York
$0 -$3.37M 0 – Closed
2518
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$0 -$202K 0 – Closed
2519
RCG
Rock Creek Group
District of Columbia
$0 -$1.36M 0 – Closed
2520
RFWA
RPg Family Wealth Advisory
Massachusetts
$0 -$10K 0 – Closed
2521
SAM
Sandbar Asset Management
United Kingdom
$0 -$1.33M 0 – Closed
2522
SHGA
Sand Hill Global Advisors
California
$0 -$396K 0 – Closed
2523
SBA
Secrest Blakey & Associates
North Carolina
$0 -$16K 0 – Closed
2524
SAM
Silphium Asset Management
United Kingdom
$0 -$1.02M 0 – Closed
2525
SRF
Silver Rock Financial
California
$0 -$7.57M 0 – Closed