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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
1651
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$0 -$213K 0 – Closed
1652
Magnetar Financial
Magnetar Financial
Illinois
$0 -$19.5M 0 – Closed
1653
MC
Maplelane Capital
New York
$0 -$1.59M 0 – Closed
1654
MCM
Marcato Capital Management
California
$0 -$19.4M 0 – Closed
1655
MAM
Mastrapasqua Asset Management
Tennessee
$0 -$4.07M 0 – Closed
1656
MCM
McGlinn Capital Management
Pennsylvania
$0 -$764K 0 – Closed
1657
Nicholas Company
Nicholas Company
Wisconsin
$0 -$7.94M 0 – Closed
1658
NIP
Nicholas Investment Partners
California
$0 -$2.64M 0 – Closed
1659
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$2.93M 0 – Closed
1660
NFGCM
Norman Fields Gottscho Capital Management
New York
$0 -$2.23M 0 – Closed
1661
OC
Oakmont Corp
California
$0 -$22.9M 0 – Closed
1662
PFA
Paradigm Financial Advisors
Missouri
$0 -$15K 0 – Closed
1663
PL
Parkwood LLC
Ohio
$0 -$4.5M 0 – Closed
1664
PCM
Peg Capital Management
New Hampshire
$0 -$3.53M 0 – Closed
1665
PWS
Peloton Wealth Strategists
Indiana
$0 -$1.71M 0 – Closed
1666
PTC
Philadelphia Trust Company
Pennsylvania
$0 -$717K 0 – Closed
1667
PHK
Point72 Hong Kong
Hong Kong
$0 $0 0 – Closed
1668
PAM
Private Asset Management
California
$0 -$1.36M 0 – Closed
1669
QC
QCM Cayman
Texas
$0 -$210K 0 – Closed
1670
RCM
Raging Capital Management
New Jersey
$0 -$1.97M 0 – Closed
1671
RCAG
Rehmann Capital Advisory Group
Michigan
$0 -$324K 0 – Closed
1672
RGI
River Global Investors
United Kingdom
$0 -$931K 0 – Closed
1673
RVGI
RRE Ventures GP III
New York
$0 -$686K 0 – Closed
1674
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$0 -$57.3M 0 – Closed
1675
Samlyn Capital
Samlyn Capital
New York
$0 -$30.4M 0 – Closed