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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3201	AI Atom Investors Austin, Texas	$0	-$457K	0	–	Closed
3202	BCM Basso Capital Management Stamford, Connecticut	$0	-$619K	0	–	Closed
3203	Baupost Group Boston, Massachusetts	$0	-$14.8M	0	–	Closed
3204	BC Partners Advisors New York	$0	$0	1	0%	Maintained
3205	BAM Beaumont Asset Management Beaumont, Texas	$0	-$279K	0	–	Closed
3206	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$2.81M	0	–	Closed
3207	BA Bellwether Advisors Lincoln, Nebraska	$0	-$3.52M	0	–	Closed
3208	BFAG Blackston Financial Advisory Group The Villages, Florida	$0	-$238K	0	–	Closed
3209	BOCH Blue Owl Capital Holdings New York	$0	-$458K	0	–	Closed
3210	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$4.52M	0	–	Closed
3211	BC Bridgefront Capital Austin, Texas	$0	-$1.74M	0	–	Closed
3212	CCM CAAS Capital Management New York	$0	-$766K	0	–	Closed
3213	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$0	-$509K	0	–	Closed
3214	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$569K	0	–	Closed
3215	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$0	-$76.2K	0	–	Closed
3216	CI CAZ Investments Houston, Texas	$0	-$5K	0	–	Closed
3217	CC Cederberg Capital London, United Kingdom	$0	-$39.6M	0	–	Closed
3218	CFAM Center For Asset Management Palm Beach Gardens, Florida	$0	-$242K	0	–	Closed
3219	CMI Clare Market Investments Dallas, Texas	$0	-$115K	0	–	Closed
3220	CCG Cloverfields Capital Group Minneapolis, Minnesota	$0	-$2.44M	0	–	Closed
3221	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$214K	0	–	Closed
3222	CFM Coronation Fund Managers Cape Town, South Africa	$0	-$6.93M	0	–	Closed
3223	CTC (Chicago Trading Company) Chicago, Illinois	$0	-$5.13M	0	–	Closed
3224	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$35K	0	–	Closed
3225	DS Dalal Street West Lake Hills, Texas	$0	-$25.2M	0	–	Closed