← All themes

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
1751
NYLT
New York Life Trust
New York
$0 -$9K 0 – Closed
1752
NIMC
NWQ Investment Management Company
California
$0 -$941K 0 – Closed
1753
OFM
Okumus Fund Management
Cayman Islands
$0 -$38.1M 0 – Closed
1754
OCG
Opus Capital Group
Ohio
$0 -$360K 0 – Closed
1755
OA
Oxbow Advisors
Texas
$0 -$2.88M 0 – Closed
1756
PFG
Pacific Financial Group
Washington
$0 -$6K 0 – Closed
1757
PAS
Partnervest Advisory Services
California
$0 -$267K 0 – Closed
1758
PC
Paulson & Co
New York
$0 -$409M 0 – Closed
1759
PHS
Pekin Hardy Strauss
Illinois
$0 -$1.93M 0 – Closed
1760
PAA
Peregrine Asset Advisers
Oregon
$0 -$1.41M 0 – Closed
1761
POA
Pergamon Offshore Advisors
New York
$0 -$358K 0 – Closed
1762
Perkins Investment Management
Perkins Investment Management
Illinois
$0 -$5.49M 0 – Closed
1763
PCM
Piermont Capital Management
Missouri
$0 -$386K 0 – Closed
1764
PRS
Pinkerton Retirement Specialists
Idaho
$0 -$955K 0 – Closed
1765
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$0 -$201K 0 – Closed
1766
PSC
Piper Sandler & Co
Minnesota
$0 -$140K 0 – Closed
1767
QAM
Quantres Asset Management
Cayman Islands
$0 -$445K 0 – Closed
1768
RMAM
Raab & Moskowitz Asset Management
New Jersey
$0 -$98K 0 – Closed
1769
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$0 -$194K 0 – Closed
1770
Regents of the University of California
Regents of the University of California
California
$0 -$673K 0 – Closed
1771
SAMNY
Samsung Asset Management (New York)
New York
$0 -$2.25M 0 – Closed
1772
SAM
Sawgrass Asset Management
Florida
$0 -$203K 0 – Closed
1773
Sculptor Capital
Sculptor Capital
New York
$0 -$10.1M 0 – Closed
1774
SI
Sensato Investors
California
$0 -$4.08M 0 – Closed
1775
Sessa Capital
Sessa Capital
New York
$0 -$233K 0 – Closed