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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
1626
EULAV Asset Management
EULAV Asset Management
Florida
$0 -$3.62M 0 – Closed
1627
First Eagle Investment Management
First Eagle Investment Management
New York
$0 -$591K 0 – Closed
1628
FNBOMD
First National Bank of Mount Dora
Florida
$0 -$232K 0 – Closed
1629
FNYS
First New York Securities
New York
$0 -$629K 0 – Closed
1630
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$167K 0 – Closed
1631
FAM
Foxhaven Asset Management
Virginia
$0 -$12.6M 0 – Closed
1632
GLAM
Gardner Lewis Asset Management
Pennsylvania
$0 -$1M 0 – Closed
1633
GF
Gerstein Fisher
New York
$0 -$283K 0 – Closed
1634
GCM
Glynn Capital Management
California
$0 -$10.5M 0 – Closed
1635
GCA
Greenwood Capital Associates
South Carolina
$0 -$3.36M 0 – Closed
1636
HOAM
Halcyon Offshore Asset Management
New York
$0 -$663K 0 – Closed
1637
HCM
Hayman Capital Management
Texas
$0 -$54.2M 0 – Closed
1638
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$6.24M 0 – Closed
1639
IC
IKOS CIF
Cyprus
$0 -$249K 0 – Closed
1640
JC
Jacobs & Co
California
$0 -$641K 0 – Closed
1641
JCM
JD Capital Management
Connecticut
$0 -$294K 0 – Closed
1642
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$0 -$15.2M 0 – Closed
1643
KSCM
Kamunting Street Capital Management
Florida
$0 -$913K 0 – Closed
1644
KCPG
Kavar Capital Partners Group
Kansas
$0 -$32K 0 – Closed
1645
KAS
Kemnay Advisory Services
New York
$0 -$1.22M 0 – Closed
1646
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$205K 0 – Closed
1647
KGI
Kopernik Global Investors
Florida
$0 -$2.88M 0 – Closed
1648
LCM
Levitt Capital Management
Florida
$0 -$554K 0 – Closed
1649
LSCM
Light Street Capital Management
California
$0 -$2.87M 0 – Closed
1650
LOM
Loeb Offshore Management
New York
$0 -$689K 0 – Closed