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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
2801
JCM
JS Capital Management
New York
$0 -$1.23M 0 – Closed
2802
KLWA
Kelly Lawrence W & Associates
California
$0 -$31K 0 – Closed
2803
KAS
Kemnay Advisory Services
New York
$0 -$591K 0 – Closed
2804
LSCM
Light Street Capital Management
California
$0 -$32.4M 0 – Closed
2805
LGWM
Litman Gregory Wealth Management
California
$0 -$7K 0 – Closed
2806
LM
Luminus Management
Texas
$0 -$7.06M 0 – Closed
2807
LCG
Luxor Capital Group
New York
$0 -$8.34M 0 – Closed
2808
MC
Maplelane Capital
New York
$0 $0 0 – Closed
2809
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$29.2M 0 – Closed
2810
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0 -$20.5M 0 – Closed
2811
MCM
McRae Capital Management
New Jersey
$0 -$220K 0 – Closed
2812
MMC
Mizuho Markets Cayman
Cayman Islands
$0 -$42M 0 – Closed
2813
MAM
Morse Asset Management
Connecticut
$0 -$228K 0 – Closed
2814
NCM
Next Capital Management
New York
$0 -$347K 0 – Closed
2815
NFG
Norris Financial Group
South Carolina
$0 -$697K 0 – Closed
2816
NIC
Northwest Investment Counselors
Oregon
$0 -$35K 0 – Closed
2817
OR
Olympiad Research
Connecticut
$0 -$686K 0 – Closed
2818
OL
Optas LLC
Texas
$0 -$320K 0 – Closed
2819
OWA
Outlook Wealth Advisors
Texas
$0 -$348K 0 – Closed
2820
OCM
Ovata Capital Management
Hong Kong
$0 -$1.14M 0 – Closed
2821
PFWA
Paces Ferry Wealth Advisors
Georgia
$0 -$158K 0 – Closed
2822
PCWA
Pacific Capital Wealth Advisors
California
$0 -$50K 0 – Closed
2823
PGIM
Pacific Global Investment Management
California
$0 -$135K 0 – Closed
2824
PFA
Paradigm Financial Advisors
Missouri
$0 -$209K 0 – Closed
2825
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$110K 0 – Closed