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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
1576	CBT Central Bank & Trust Lexington, Kentucky	$3K	$0	1	0%	Maintained
1577	FBT Founders Bank & Trust Grand Rapids, Michigan	$3K	$0	1	0%	Maintained
1578	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
1579	7AM 7x7 Asset Management San Francisco, California	$0	-$1.51M	0	–	Closed
1580	AIM ADAR Investment Management Englewood, New Jersey	$0	-$2.56M	0	–	Closed
1581	Alkeon Capital Management New York	$0	-$1.66M	0	–	Closed
1582	ACM Altai Capital Management West Hollywood, California	$0	-$5.62M	0	–	Closed
1583	Alyeska Investment Group Chicago, Illinois	$0	-$27.5M	0	–	Closed
1584	AC Amiya Capital London, United Kingdom	$0	-$16.3M	0	–	Closed
1585	ACM Antonetti Capital Management Naples, Florida	$0	$0	1	0%	Maintained
1586	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$198K	0	–	Closed
1587	BII Baring International Investment London, United Kingdom	$0	-$10.5M	0	–	Closed
1588	BC Barnett & Company Chattanooga, Tennessee	$0	-$239K	0	–	Closed
1589	BC BMI Capital New York	$0	-$1.45M	0	–	Closed
1590	BG Bollard Group Boston, Massachusetts	$0	-$475K	0	–	Closed
1591	BCM Breithorn Capital Management New York	$0	-$117K	0	–	Closed
1592	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$109K	0	–	Closed
1593	CCM Cai Capital Management New York	$0	-$2.47M	0	–	Closed
1594	Cambiar Investors Denver, Colorado	$0	-$99.6M	0	–	Closed
1595	CGM Capital Growth Management Boston, Massachusetts	$0	-$24.5M	0	–	Closed
1596	CDH Charles D. Hyman	$0	-$213K	0	–	Closed
1597	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$26.3M	0	–	Closed
1598	CYG Clean Yield Group Norwich, Vermont	$0	-$1.14M	0	–	Closed
1599	Coatue Management New York	$0	-$822M	0	–	Closed
1600	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$3.19M	0	–	Closed