← All themes

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
1601
CI
Chartist Inc
California
$0 -$1.2M 0 – Closed
1602
CBB
Citizens Business Bank
California
$0 -$285K 0 – Closed
1603
CAM
Contour Asset Management
New York
$0 -$20.4M 0 – Closed
1604
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$0 -$232K 0 – Closed
1605
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$0 -$271K 0 – Closed
1606
CC
Cornerstone Capital
California
$0 -$206K 0 – Closed
1607
DCM
Decatur Capital Management
Georgia
$0 -$5.58M 0 – Closed
1608
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$22.7M 0 – Closed
1609
DWA
Dorsey Wright & Associates
California
$0 -$473K 0 – Closed
1610
DRW Securities
DRW Securities
Illinois
$0 -$1.11M 0 – Closed
1611
ERM
Elm Ridge Management
New York
$0 -$4.91M 0 – Closed
1612
ECM
Empire Capital Management
Connecticut
$0 -$6.93M 0 – Closed
1613
Evergreen Capital Management
Evergreen Capital Management
Washington
$0 -$1.72M 0 – Closed
1614
Findlay Park Partners
Findlay Park Partners
United Kingdom
$0 -$5.6M 0 – Closed
1615
FWCM
First Western Capital Management
California
$0 -$2.19M 0 – Closed
1616
FAM
Forty4 Asset Management
Illinois
$0 -$746K 0 – Closed
1617
FDCC
Foster Dykema Cabot & Co
Massachusetts
$0 -$391K 0 – Closed
1618
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$0 -$4.43M 0 – Closed
1619
FIM
Friedberg Investment Management
Texas
$0 -$2.28M 0 – Closed
1620
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0 -$6.96M 0 – Closed
1621
GF
Gerry Farber
New York
$0 -$2.7M 0 – Closed
1622
GCA
Gideon Capital Advisors
New York
$0 -$1.52M 0 – Closed
1623
GHF
Good Harbor Financial
Illinois
$0 -$3.42M 0 – Closed
1624
GPCM
Granite Point Capital Management
Massachusetts
$0 -$235K 0 – Closed
1625
GACM
Green Arrow Capital Management
New York
$0 -$20M 0 – Closed