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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
1601
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$0 -$102K 0 – Closed
1602
BMM
Buffington Mohr McNeal
Idaho
$0 -$1.04M 0 – Closed
1603
CGM
Capital Growth Management
Massachusetts
$0 -$3.27M 0 – Closed
1604
CC
Carlson Capital
Texas
$0 -$22.5M 0 – Closed
1605
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$2.5M 0 – Closed
1606
CIP
Centerline Investment Partners
New York
$0 -$5.26M 0 – Closed
1607
CS
Central Securities
New York
$0 -$4.62M 0 – Closed
1608
CAM
CG Asset Management
New York
$0 -$1.57M 0 – Closed
1609
CC
Clearline Capital
New York
$0 -$4.07M 0 – Closed
1610
CCP
Clough Capital Partners
Massachusetts
$0 -$798K 0 – Closed
1611
CCM
Coe Capital Management
Illinois
$0 -$927K 0 – Closed
1612
CPIM
Columbia Partners Investment Management
Virginia
$0 -$4.49M 0 – Closed
1613
CRCP
Copper Rock Capital Partners
Massachusetts
$0 -$4.38M 0 – Closed
1614
CC
Courier Capital
New York
$0 -$248K 0 – Closed
1615
CII
CR Intrinsic Investors
Connecticut
$0 -$2.84M 0 – Closed
1616
CCM
Criterion Capital Management
California
$0 -$56.6M 0 – Closed
1617
CF
Cypress Funds
California
$0 -$16.3M 0 – Closed
1618
DI
Dalton Investments
Nevada
$0 -$225K 0 – Closed
1619
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$10.6M 0 – Closed
1620
DCCA
D.C. Capital Advisors
New York
$0 -$15M 0 – Closed
1621
EWP
Edmunds White Partners
Virginia
$0 -$166K 0 – Closed
1622
EMG
Ellington Management Group
Connecticut
$0 -$2.2M 0 – Closed
1623
Empyrean Capital Partners
Empyrean Capital Partners
California
$0 -$36.2M 0 – Closed
1624
EGM
Espalier Global Management
New York
$0 -$8.14M 0 – Closed
1625
EPCM
Eton Park Capital Management
New York
$0 -$203M 0 – Closed