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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
1701	SAM Scopus Asset Management New York	$0	-$22.7M	0	–	Closed
1702	Sequoia Financial Advisors Akron, Ohio	$0	-$123K	0	–	Closed
1703	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$202K	0	–	Closed
1704	SignatureFD Atlanta, Georgia	$0	-$15K	1	0%	Reduced
1705	SFM Signature Financial Management Norfolk, Virginia	$0	-$213K	0	–	Closed
1706	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$997K	0	–	Closed
1707	SR Sloane Robinson London, United Kingdom	$0	-$15.8M	0	–	Closed
1708	SNS Financial Group Minneapolis, Minnesota	$0	-$208K	0	–	Closed
1709	Soros Fund Management New York	$0	-$8.39M	0	–	Closed
1710	SJIM St. Johns Investment Management Jacksonville, Florida	$0	-$12K	0	–	Closed
1711	STIA Stone Toro Investment Advisers Princeton, New Jersey	$0	-$319K	0	–	Closed
1712	SCM Suffolk Capital Management New York	$0	-$13.6M	0	–	Closed
1713	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$741K	0	–	Closed
1714	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$31K	0	–	Closed
1715	TC TradeLink Capital Chicago, Illinois	$0	-$36K	0	–	Closed
1716	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$212K	0	–	Closed
1717	WI Wafra Inc New York	$0	-$11.4M	0	–	Closed
1718	Washington Trust Westerly, Rhode Island	$0	-$252K	0	–	Closed
1719	WCP Waterfront Capital Partners New York	$0	-$5.76M	0	–	Closed
1720	WMC Westwood Management Corporation Chicago, Illinois	$0	-$5.64M	0	–	Closed
1721	WC Wexford Capital West Palm Beach, Florida	$0	-$772K	0	–	Closed
1722	WC Whitnell & Co Oak Brook, Illinois	$0	-$8K	0	–	Closed
1723	WAM Wood Asset Management Sarasota, Florida	$0	-$214K	0	–	Closed
1724	ZAM Zenit Asset Management Stockholm, Sweden	$0	-$7.71M	0	–	Closed