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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
3701
SL
Savior LLC
Massachusetts
$0 -$1.54M 0 – Closed
3702
Sculptor Capital
Sculptor Capital
New York
$0 -$3.09M 0 – Closed
3703
Sessa Capital
Sessa Capital
New York
$0 -$60.9M 0 – Closed
3704
SCM
SG Capital Management
Illinois
$0 -$12.4M 0 – Closed
3705
SC
Shellback Capital
Massachusetts
$0 -$33.1M 0 – Closed
3706
SNS Financial Group
SNS Financial Group
Minnesota
$0 -$79.7K 0 – Closed
3707
SCM
Solas Capital Management
Connecticut
$0 -$10.2M 0 – Closed
3708
SCM
Soros Capital Management
New York
$0 -$1.11M 0 – Closed
3709
SI
Standard Investments
New York
$0 -$59.4M 0 – Closed
3710
Starboard Value
Starboard Value
New York
$0 -$125M 0 – Closed
3711
SCA
Summit Creek Advisors
Minnesota
$0 -$260K 0 – Closed
3712
SAI
Systematic Alpha Investments
New Jersey
$0 -$211K 0 – Closed
3713
TFG
Team Financial Group
California
$0 -$10K 0 – Closed
3714
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$0 -$78.3K 0 – Closed
3715
TAM
Timucuan Asset Management
Florida
$0 -$101M 0 – Closed
3716
TCA
Troluce Capital Advisors
Puerto Rico
$0 -$34.3M 0 – Closed
3717
Truepoint Inc
Truepoint Inc
Ohio
$0 -$585K 0 – Closed
3718
TIAM
TT International Asset Management
United Kingdom
$0 -$474K 0 – Closed
3719
UCMOK
United Capital Management of KS
Kansas
$0 -$433K 0 – Closed
3720
VCM
V3 Capital Management
Texas
$0 -$26M 0 – Closed
3721
VIM
Vancity Investment Management
British Columbia, Canada
$0 -$7.46M 0 – Closed
3722
VFM
Viking Fund Management
North Dakota
$0 -$438K 0 – Closed
3723
WP
Wealthspan Partners
Iowa
$0 -$322K 0 – Closed
3724
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$0 -$31.4M 0 – Closed
3725
WWM
Whalen Wealth Management
Nevada
$0 -$414K 0 – Closed