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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1751	LCG Lisanti Capital Growth New York	$0	-$4.06M	0	–	Closed
1752	LBG Lloyds Banking Group London, United Kingdom	$0	-$608K	0	–	Closed
1753	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$6.9M	0	–	Closed
1754	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$4.63M	0	–	Closed
1755	LCG Luxor Capital Group New York	$0	-$13.7M	0	–	Closed
1756	LWM Lyons Wealth Management Winter Park, Florida	$0	-$888K	0	–	Closed
1757	MIM Macroview Investment Management Bethesda, Maryland	$0	-$3K	1	0%	Reduced
1758	MP Manifold Partners San Francisco, California	$0	-$3.21M	0	–	Closed
1759	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$92K	0	–	Closed
1760	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$2.14M	0	–	Closed
1761	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$361K	0	–	Closed
1762	MAM Myriad Asset Management North Point, Hong Kong	$0	-$14.7M	0	–	Closed
1763	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$2.09M	0	–	Closed
1764	One Capital Management Westlake Village, California	$0	-$10K	0	–	Closed
1765	OIM Orca Investment Management Roseburg, Oregon	$0	-$382K	0	–	Closed
1766	OAM Origin Asset Management London, United Kingdom	$0	-$19.4M	0	–	Closed
1767	OCM Oskie Capital Management New York	$0	-$6.63M	0	–	Closed
1768	PM Parametrica Management Wanchai, Hong Kong	$0	-$21K	0	–	Closed
1769	PIM Parasol Investment Management Westmont, Illinois	$0	-$4K	0	–	Closed
1770	PC Passport Capital San Francisco, California	$0	-$217K	0	–	Closed
1771	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$581K	0	–	Closed
1772	PIP Perennial Investment Partners Sydney, Australia	$0	-$4.52M	0	–	Closed
1773	PWP Private Wealth Partners Mill Valley, California	$0	-$131K	0	–	Closed
1774	QC QCM Cayman Houston, Texas	$0	-$134K	0	–	Closed
1775	QI Qualcomm Inc San Diego, California	$0	-$2.81M	0	–	Closed