← 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	% of Portfolio	Status
2901	MKP Capital Management New York	$0	-$47.3M	–	Closed
2902	MI MMCAP International Grand Cayman, Cayman Islands	$0	-$373K	–	Closed
2903	MAM Montanaro Asset Management London, United Kingdom	$0	-$2.73M	–	Closed
2904	MAM Myriad Asset Management North Point, Hong Kong	$0	-$964K	–	Closed
2905	NISOA National Investment Services of America Milwaukee, Wisconsin	$0	-$381K	–	Closed
2906	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$251K	–	Closed
2907	OIM Oder Investment Management Woodland Hills, California	$0	-$31K	–	Closed
2908	OCM Olstein Capital Management Purchase, New York	$0	-$1.2M	–	Closed
2909	OAM Optimal Asset Management Los Altos, California	$0	-$2.46M	–	Closed
2910	Oribel Capital Management New York	$0	-$1.14M	–	Closed
2911	OPW Oxler Private Wealth Rye Brook, New York	$0	-$167K	–	Closed
2912	Palisade Capital Management Fort Lee, New Jersey	$0	-$67K	–	Closed
2913	PWAM Park West Asset Management San Francisco, California	$0	-$52.7M	–	Closed
2914	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$81K	–	Closed
2915	PTC Petrus Trust Company Dallas, Texas	$0	-$134K	–	Closed
2916	PS Planned Solutions Folsom, California	$0	-$273K	–	Closed
2917	QC QCM Cayman Houston, Texas	$0	-$214K	–	Closed
2918	QT Quantamental Technologies White Plains, New York	$0	-$870K	–	Closed
2919	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$2M	–	Closed
2920	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$127K	–	Closed
2921	QI QV Investors Calgary, Alberta, Canada	$0	-$67.6M	–	Closed
2922	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$224K	–	Closed
2923	RC Resilient Capital London, United Kingdom	$0	-$429K	–	Closed
2924	RF Robbins Farley Bedford, New Hampshire	$0	-$1.19M	–	Closed
2925	RTS Round Table Services Westfield, New Jersey	$0	-$116K	–	Closed