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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
1601	CFSG Community Financial Services Group Newport, Vermont	$0	-$7K	0	–	Closed
1602	CA Continental Advisors Park City, Utah	$0	-$273K	0	–	Closed
1603	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$238K	0	–	Closed
1604	CP Corbenic Partners Bethlehem, Pennsylvania	$0	-$1K	0	–	Closed
1605	DCM Decade Capital Management New York	$0	-$91K	0	–	Closed
1606	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$0	-$350K	0	–	Closed
1607	EC EJF Capital Arlington, Virginia	$0	-$690K	0	–	Closed
1608	FNYS First New York Securities New York	$0	-$481K	0	–	Closed
1609	FPCM Fox Point Capital Management New York	$0	-$13.8M	0	–	Closed
1610	GGHC Gilder Gagnon Howe & Co New York	$0	-$235K	0	–	Closed
1611	HM Harvest Management New York	$0	-$303K	0	–	Closed
1612	HRC Hoertkorn Richard Charles	$0	+$243	1	0%	New
1613	IAM Impala Asset Management Palm Beach, Florida	$0	-$2.71M	0	–	Closed
1614	KI Kalmar Investments Greenville, Delaware	$0	-$7.62M	0	–	Closed
1615	Laurion Capital Management New York	$0	-$341K	0	–	Closed
1616	LCM Liberty Capital Management Birmingham, Michigan	$0	-$848K	0	–	Closed
1617	LSCM Light Street Capital Management Palo Alto, California	$0	-$12.5M	0	–	Closed
1618	LOM Loeb Offshore Management New York	$0	-$2.92M	0	–	Closed
1619	Lone Pine Capital Greenwich, Connecticut	$0	-$398M	0	–	Closed
1620	LSC Lyon Street Capital Sausalito, California	$0	-$27.3K	0	–	Closed
1621	MC Maplelane Capital New York	$0	$0	0	–	Closed
1622	MCM Maryland Capital Management Towson, Maryland	$0	-$245K	0	–	Closed
1623	MC Menta Capital San Francisco, California	$0	-$249K	0	–	Closed
1624	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$3.3M	0	–	Closed
1625	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$6.9M	0	–	Closed