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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
HCCM
Herring Creek Capital Management
Connecticut
$0 -$31.7M 0 – Closed
1727
HCM
Highfields Capital Management
Massachusetts
$0 -$28.9M 0 – Closed
1728
HCMT
Highland Capital Management (Texas)
Texas
$0 -$302K 0 – Closed
1729
HSA
Hussman Strategic Advisors
Maryland
$0 -$3.9M 0 – Closed
1730
HH
HWG Holdings
Texas
$0 -$6.64M 0 – Closed
1731
ID
Integral Derivatives
New York
$0 -$775K 0 – Closed
1732
IMOV
Investment Management of Virginia
Virginia
$0 -$3.23M 0 – Closed
1733
ICAS
Investors Capital Advisory Services
Massachusetts
$0 -$133K 0 – Closed
1734
JGIA
Jackson Grant Investment Advisers
Connecticut
$0 -$6K 0 – Closed
1735
JIP
Jaffetilchin Investment Partners
Florida
$0 -$843K 0 – Closed
1736
JGUA
John G. Ullman & Associates
New York
$0 -$1.02M 0 – Closed
1737
Junto Capital Management
Junto Capital Management
New York
$0 -$34.5M 0 – Closed
1738
KCPG
Kavar Capital Partners Group
Kansas
$0 -$4K 0 – Closed
1739
Kennedy Capital Management
Kennedy Capital Management
Missouri
$0 -$316K 0 – Closed
1740
KCM
Kingdon Capital Management
New York
$0 -$2.92M 0 – Closed
1741
KC
Kingfisher Capital
North Carolina
$0 -$12K 0 – Closed
1742
LCP
LeVasseur Capital Partners
California
$0 -$11.8M 0 – Closed
1743
LCM
LG Capital Management
Maryland
$0 -$2.07M 0 – Closed
1744
LSCM
Light Street Capital Management
California
$0 -$10.6M 0 – Closed
1745
LAM
Lingohr Asset Management
Germany
$0 -$5.38M 0 – Closed
1746
LI
Longer Investments
Arkansas
$0 -$1.91M 0 – Closed
1747
MCF Advisors
MCF Advisors
Kentucky
$0 -$18K 0 – Closed
1748
MG
Meritage Group
California
$0 -$39.3M 0 – Closed
1749
MC
MRJ Capital
New York
$0 -$166K 0 – Closed
1750
MAM
Myriad Asset Management
Hong Kong
$0 -$3.11M 0 – Closed