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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
1676
RC
Roundview Capital
New Jersey
$0 -$1.59M 0 – Closed
1677
SC
Saiers Capital
New York
$0 -$663K 0 – Closed
1678
SAM
Scopus Asset Management
New York
$0 -$48.4M 0 – Closed
1679
Scout Investments
Scout Investments
Missouri
$0 -$78.5M 0 – Closed
1680
SFM
Signature Financial Management
Virginia
$0 -$226K 0 – Closed
1681
SM
Southport Management
Wyoming
$0 -$5.84M 0 – Closed
1682
SPC
Standard Pacific Capital
California
$0 -$16.4M 0 – Closed
1683
SC
Sureview Capital
Connecticut
$0 -$4.56M 0 – Closed
1684
SG
Swarthmore Group
Pennsylvania
$0 -$428K 0 – Closed
1685
SPM
Symmetry Peak Management
Pennsylvania
$0 -$173K 0 – Closed
1686
TCB
Texas Capital Bancshares
Texas
$0 -$366K 0 – Closed
1687
TC
TradeLink Capital
Illinois
$0 -$1.11M 0 – Closed
1688
VCM
Valiant Capital Management
California
$0 -$78.6M 0 – Closed
1689
VBCP
Vollero Beach Capital Partners
New York
$0 -$15.3M 0 – Closed
1690
Washington Trust
Washington Trust
Rhode Island
$0 -$666K 0 – Closed
1691
WCP
Waterfront Capital Partners
New York
$0 -$3.1M 0 – Closed
1692
WOC
West Oak Capital
California
$0 -$5.77K 0 – Closed