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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
1501	GEM Global Endowment Management Charlotte, North Carolina	$0	-$1.71M	0	–	Closed
1502	HCM Hengehold Capital Management Cincinnati, Ohio	$0	-$81K	0	–	Closed
1503	HCM Herndon Capital Management Atlanta, Georgia	$0	-$2.02M	0	–	Closed
1504	Hershey Trust Company Hershey, Pennsylvania	$0	-$1.36M	0	–	Closed
1505	HCM Highside Capital Management Dallas, Texas	$0	-$19.2M	0	–	Closed
1506	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$8.87M	0	–	Closed
1507	Hudson Bay Capital Management Stamford, Connecticut	$0	-$2.4M	0	–	Closed
1508	ICM IMS Capital Management Portland, Oregon	$0	-$584K	0	–	Closed
1509	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$367K	0	–	Closed
1510	IB Intrust Bank Wichita, Kansas	$0	-$204K	0	–	Closed
1511	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$7.11M	0	–	Closed
1512	JCI Jet Capital Investors New York	$0	-$4.52M	0	–	Closed
1513	JGC J. Goldman & Co New York	$0	-$2.26M	0	–	Closed
1514	LCM Levitt Capital Management Boca Raton, Florida	$0	-$527K	0	–	Closed
1515	LOGI Long Oar Global Investors New York	$0	-$8.03M	0	–	Closed
1516	LWM Lyons Wealth Management Winter Park, Florida	$0	-$279K	0	–	Closed
1517	MSR Main Street Research Lakeville, Connecticut	$0	-$1.51M	0	–	Closed
1518	MC Maplelane Capital New York	$0	-$830K	1	0%	Reduced
1519	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$1.41M	0	–	Closed
1520	MIG Mariner Investment Group Harrison, New York	$0	-$946K	0	–	Closed
1521	Marsico Capital Management Denver, Colorado	$0	-$12.7M	0	–	Closed
1522	MCM Mazama Capital Management Portland, Oregon	$0	-$25K	0	–	Closed
1523	MCG Meru Capital Group New York	$0	-$7.49M	0	–	Closed
1524	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$0	-$512K	0	–	Closed
1525	MFS Monetta Financial Services Wheaton, Illinois	$0	-$1.38M	0	–	Closed