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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
1701
AGAM
Avalon Global Asset Management
California
$0 -$1.58M 0 – Closed
1702
ACM
Aviance Capital Management
Florida
$0 -$309K 0 – Closed
1703
ACP
Aviance Capital Partners
Florida
$0 -$249K 0 – Closed
1704
Axiom Investors
Axiom Investors
Connecticut
$0 -$2.9M 0 – Closed
1705
BREA
Barings Real Estate Advisers
Connecticut
$0 -$10.9M 0 – Closed
1706
BPCM
Beach Point Capital Management
California
$0 -$12.7M 0 – Closed
1707
BFG
Beacon Financial Group
Texas
$0 -$621K 0 – Closed
1708
BFIC
Bedell Frazier Investment Counselling
California
$0 -$642K 0 – Closed
1709
BIM
Bogle Investment Management
Massachusetts
$0 -$1.58M 0 – Closed
1710
BCM
Boltwood Capital Management
California
$0 -$20.6M 0 – Closed
1711
BS
Bow Street
New York
$0 -$17.1M 0 – Closed
1712
BPM
Bronson Point Management
Connecticut
$0 -$6.95M 0 – Closed
1713
CFA
Camarda Financial Advisors
Florida
$0 -$47K 0 – Closed
1714
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$275K 0 – Closed
1715
CI
Capital Innovations
Wisconsin
$0 -$230K 0 – Closed
1716
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$1.47M 0 – Closed
1717
CCMU
Cheyne Capital Management (UK)
United Kingdom
$0 -$656K 0 – Closed
1718
CYG
Clean Yield Group
Vermont
$0 -$56K 0 – Closed
1719
CCP
Clough Capital Partners
Massachusetts
$0 -$329K 0 – Closed
1720
CC
Coastland Capital
California
$0 -$7.88M 0 – Closed
1721
CWM
Concert Wealth Management
California
$0 -$1.38M 0 – Closed
1722
CCM
Concourse Capital Management
Georgia
$0 -$8.52M 0 – Closed
1723
CCM
Contrarian Capital Management
Connecticut
$0 -$1.48M 0 – Closed
1724
CIC
Cornercap Investment Counsel
Georgia
$0 -$8.03M 0 – Closed
1725
Corvex Management
Corvex Management
New York
$0 -$3M 0 – Closed