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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
1651	NCM Newgate Capital Management Greenwich, Connecticut	$0	-$3.82M	0	–	Closed
1652	NYLT New York Life Trust New York	$0	-$123K	0	–	Closed
1653	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$895K	0	–	Closed
1654	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$10.6M	0	–	Closed
1655	Oaktree Capital Management Los Angeles, California	$0	-$9.29M	0	–	Closed
1656	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$5K	0	–	Closed
1657	OCM Olstein Capital Management Purchase, New York	$0	-$2.89M	0	–	Closed
1658	PIM Partner Investment Management San Francisco, California	$0	-$12.6M	0	–	Closed
1659	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$0	-$208K	0	–	Closed
1660	Peconic Partners New York	$0	-$1.77M	0	–	Closed
1661	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$15.3M	0	–	Closed
1662	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$6.4M	0	–	Closed
1663	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$1.06M	0	–	Closed
1664	PHS PFM Health Sciences San Francisco, California	$0	-$123M	0	–	Closed
1665	PC Pier Capital Stamford, Connecticut	$0	-$8.13M	0	–	Closed
1666	PCM Piermont Capital Management St. Louis, Missouri	$0	-$1.76M	0	–	Closed
1667	PAG Pinnacle Advisory Group Columbia, Maryland	$0	-$1.24M	0	–	Closed
1668	PHK Point72 Hong Kong Hong Kong	$0	-$3.15M	1	0%	Reduced
1669	PVWM Point View Wealth Management Summit, New Jersey	$0	-$103K	0	–	Closed
1670	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$12.5M	0	–	Closed
1671	PG Portola Group San Jose, California	$0	-$1.86M	0	–	Closed
1672	RAM Redmond Asset Management Henrico, Virginia	$0	-$218K	0	–	Closed
1673	RegentAtlantic Capital Morristown, New Jersey	$0	-$83K	0	–	Closed
1674	RHJA Rice Hall James & Associates San Diego, California	$0	-$1.02M	0	–	Closed
1675	RCP RIT Capital Partners London, United Kingdom	$0	-$33.5M	0	–	Closed