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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
DF Dent & Co
DF Dent & Co
Maryland
$0 -$336K 0 – Closed
1677
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$0 -$12M 0 – Closed
1678
Dragoneer Investment Group
Dragoneer Investment Group
California
$0 -$4.34M 0 – Closed
1679
EA
Elm Advisors
California
$0 -$241K 0 – Closed
1680
ERM
Elm Ridge Management
New York
$0 -$6.19M 0 – Closed
1681
Empyrean Capital Partners
Empyrean Capital Partners
California
$0 -$26.3M 0 – Closed
1682
EFEM
Eos Focused Equity Management
New York
$0 -$1.75M 0 – Closed
1683
EPCM
Eton Park Capital Management
New York
$0 -$26.4M 0 – Closed
1684
ETrade Capital Management
ETrade Capital Management
Virginia
$0 -$1.22M 0 – Closed
1685
EA
Euclid Advisors
Connecticut
$0 -$8.37M 0 – Closed
1686
FCT
Family Capital Trust
Massachusetts
$0 -$13K 0 – Closed
1687
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$0 -$212K 0 – Closed
1688
FANJ
Financial Architects (New Jersey)
New Jersey
$0 -$172K 0 – Closed
1689
First National Trust
First National Trust
Pennsylvania
$0 -$201K 0 – Closed
1690
FNYS
First New York Securities
New York
$0 -$52K 0 – Closed
1691
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$0 -$207K 0 – Closed
1692
FM
Foster & Motley
Ohio
$0 -$246K 0 – Closed
1693
FAM
Foxhaven Asset Management
Virginia
$0 -$31.7M 0 – Closed
1694
FWM
Frontier Wealth Management
Missouri
$0 -$279K 0 – Closed
1695
GP
GLG Partners
United Kingdom
$0 -$578K 0 – Closed
1696
GHF
Good Harbor Financial
Illinois
$0 -$5.5M 0 – Closed
1697
GIP
Granite Investment Partners
California
$0 -$719K 0 – Closed
1698
GPCM
Granite Point Capital Management
Massachusetts
$0 -$823K 0 – Closed
1699
GC
Gratry & Company
Ohio
$0 -$5.61M 0 – Closed
1700
GACM
Green Arrow Capital Management
New York
$0 -$1.33M 0 – Closed