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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
2901
JCM
JS Capital Management
New York
$0 -$459K 0 – Closed
2902
KC
Kadensa Capital
Hong Kong
$0 -$28.4M 0 – Closed
2903
KM
Kalos Management
Georgia
$0 -$74K 0 – Closed
2904
KC
KCL Capital
New York
$0 -$36.6M 0 – Closed
2905
KA
Kerrisdale Advisers
Florida
$0 -$14.2M 0 – Closed
2906
LBIM
Land & Buildings Investment Management
Connecticut
$0 -$7.02M 0 – Closed
2907
LCWP
Legacy Capital Wealth Partners
Arkansas
$0 -$653K 0 – Closed
2908
LCM
LH Capital Markets
New York
$0 -$11K 0 – Closed
2909
LSWM
Lorne Steinberg Wealth Management
Canada
$0 -$520K 0 – Closed
2910
LIA
LS Investment Advisors
Michigan
$0 -$9.38M 0 – Closed
2911
MHP
Manatuck Hill Partners
Connecticut
$0 -$825K 0 – Closed
2912
MF
Manchester Financial
California
$0 -$124K 0 – Closed
2913
MP
Marlowe Partners
New York
$0 -$13M 0 – Closed
2914
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$8.33M 0 – Closed
2915
Marsico Capital Management
Marsico Capital Management
Colorado
$0 -$1.5M 0 – Closed
2916
MWM
Mascoma Wealth Management
New Hampshire
$0 -$74K 0 – Closed
2917
MCM
Masterton Capital Management
New York
$0 -$4.87M 0 – Closed
2918
MC
Mathes Company
New York
$0 -$1.44M 0 – Closed
2919
MA
MBA Advisors
Pennsylvania
$0 -$382K 0 – Closed
2920
MWP
Meridian Wealth Partners
Pennsylvania
$0 -$144K 0 – Closed
2921
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$0 -$706K 0 – Closed
2922
MLFP
MPS Loria Financial Planners
Illinois
$0 -$126K 0 – Closed
2923
MPAM
Murphy Pohlad Asset Management
Minnesota
$0 -$468K 0 – Closed
2924
MA
MYDA Advisors
New York
$0 -$2.69M 0 – Closed
2925
NSRI
New Silk Road Investment
Singapore
$0 -$3.21M 0 – Closed