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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
1726
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$0 -$4.96M 0 – Closed
1727
DCM
Delta Capital Management
New Jersey
$0 -$215K 0 – Closed
1728
DCM
Dialectic Capital Management
Connecticut
$0 -$2.73M 0 – Closed
1729
DWT
Dorsey & Whitney Trust
South Dakota
$0 -$497K 0 – Closed
1730
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$0 -$203M 0 – Closed
1731
FAAM
First Allied Asset Management
California
$0 -$1.05M 0 – Closed
1732
FFBTD
First Financial Bank - Trust Division
Ohio
$0 -$315K 0 – Closed
1733
FPCM
Fox Point Capital Management
New York
$0 -$1.75M 0 – Closed
1734
GMIM
General Motors Investment Management
New York
$0 -$41.7M 0 – Closed
1735
GOCM
Green Owl Capital Management
New York
$0 -$3.5M 0 – Closed
1736
GCA
GSI Capital Advisors
California
$0 -$5.48M 0 – Closed
1737
HCMT
Highland Capital Management (Texas)
Texas
$0 -$23.4M 0 – Closed
1738
HCM
Hitchwood Capital Management
New York
$0 -$99M 0 – Closed
1739
I
IberiaBank
Louisiana
$0 -$307K 0 – Closed
1740
IA
Icon Advisers
Colorado
$0 -$679K 0 – Closed
1741
ICAP
Independence Capital Asset Partners
Colorado
$0 -$30.1M 0 – Closed
1742
IT
Independence Trust
Tennessee
$0 -$217K 0 – Closed
1743
IC
Intersect Capital
California
$0 $0 0 – Closed
1744
IP
InvenTrust Properties
Illinois
$0 -$595K 0 – Closed
1745
IIM
Ivory Investment Management
New York
$0 -$90.9M 0 – Closed
1746
JIP
Jaffetilchin Investment Partners
Florida
$0 -$771K 0 – Closed
1747
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$0 -$3.49M 0 – Closed
1748
KL
KWMG LLC
Kansas
$0 -$202K 0 – Closed
1749
LIM
Lagoda Investment Management
New York
$0 -$22.9M 0 – Closed
1750
LS
Lupo Securities
Illinois
$0 -$371K 0 – Closed