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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
GC
Greenlight Capital
New York
$0 -$56.5M 0 – Closed
1702
Grimes & Company
Grimes & Company
Massachusetts
$0 -$237K 0 – Closed
1703
GCM
Grisanti Capital Management
New York
$0 -$10.1M 0 – Closed
1704
GA
GRS Advisors
Illinois
$0 -$25.2M 0 – Closed
1705
HFM
Hartford Financial Management
Connecticut
$0 -$60K 0 – Closed
1706
HC
Hawkins Capital
Texas
$0 -$6.75M 0 – Closed
1707
HRT Financial
HRT Financial
New York
$0 -$989K 0 – Closed
1708
IAS
IMA Advisory Services
Colorado
$0 -$116K 0 – Closed
1709
JP
Jana Partners
New York
$0 -$37.1M 0 – Closed
1710
KP
Keel Point
Alabama
$0 -$223K 0 – Closed
1711
Kennedy Capital Management
Kennedy Capital Management
Missouri
$0 -$2.51M 0 – Closed
1712
KCM
KeyPoint Capital Management
Texas
$0 -$2.62M 0 – Closed
1713
KSCM
King Street Capital Management
New York
$0 -$4.98M 0 – Closed
1714
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$513K 0 – Closed
1715
KFS
Kurt F. Somerville
$0 -$190K 0 – Closed
1716
LPU
Lansdowne Partners (UK)
United Kingdom
$0 -$3.85M 0 – Closed
1717
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$1.61M 0 – Closed
1718
LSA
L & S Advisors
California
$0 -$3.93M 0 – Closed
1719
LM
Luminus Management
Texas
$0 -$3.71M 0 – Closed
1720
MP
Manikay Partners
New York
$0 -$11.5M 0 – Closed
1721
MSU
Maple Securities USA
New Jersey
$0 -$3.18M 0 – Closed
1722
MVM
McClain Value Management
Connecticut
$0 -$1.32M 0 – Closed
1723
MHS
M Holdings Securities
Oregon
$0 -$383K 0 – Closed
1724
MUS
Mitsubishi UFJ Securities
Japan
$0 -$18K 0 – Closed
1725
MBT
Montecito Bank & Trust
California
$0 -$223K 0 – Closed