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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
BIM
BRC Investment Management
Colorado
$0 -$123K 0 – Closed
1702
Cambiar Investors
Cambiar Investors
Colorado
$0 -$28.1M 0 – Closed
1703
CWM
Cedar Wealth Management
California
$0 -$27K 0 – Closed
1704
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$11M 0 – Closed
1705
CBT
Central Bank & Trust
Kentucky
$0 -$4K 0 – Closed
1706
CIG
Consolidated Investment Group
Colorado
$0 -$5.57M 0 – Closed
1707
CI
Cowen Inc
New York
$0 -$325K 0 – Closed
1708
Cullen Capital Management
Cullen Capital Management
New York
$0 -$780K 0 – Closed
1709
DCM
DAFNA Capital Management
California
$0 -$201K 0 – Closed
1710
DSI
Daiwa SB Investments
Japan
$0 -$28K 0 – Closed
1711
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$14.3M 0 – Closed
1712
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$0 -$6K 0 – Closed
1713
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$0 -$15.5M 0 – Closed
1714
FP
FDO Partners
Massachusetts
$0 -$2.11M 0 – Closed
1715
F
Filament
Washington
$0 -$466K 0 – Closed
1716
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$0 -$1.27M 0 – Closed
1717
FHAM
Folger Hill Asset Management
New York
$0 -$9.06M 0 – Closed
1718
FAM
Formidable Asset Management
Ohio
$0 -$7K 0 – Closed
1719
FIG
Fortress Investment Group
New York
$0 -$9.4M 0 – Closed
1720
GAM
Gould Asset Management
California
$0 -$203K 0 – Closed
1721
GPGA
Grandeur Peak Global Advisors
Utah
$0 -$2.65M 0 – Closed
1722
Greenleaf Trust
Greenleaf Trust
Michigan
$0 -$14.6M 0 – Closed
1723
GOCM
Green Owl Capital Management
New York
$0 -$610K 0 – Closed
1724
GIM
Groesbeck Investment Management
New Jersey
$0 -$1.29M 0 – Closed
1725
HT
HAP Trading
New York
$0 -$1.17M 0 – Closed