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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	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$13K	0	–	Closed
1752	NCM Nebula Capital Management Stamford, Connecticut	$0	-$1.56M	0	–	Closed
1753	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$123	1	0%	New
1754	NAM Nichols Asset Management Sudbury, Massachusetts	$0	-$12.2M	0	–	Closed
1755	NMC Nine Masts Capital Central, Hong Kong	$0	-$8.35M	0	–	Closed
1756	NCM Novare Capital Management Charlotte, North Carolina	$0	-$339K	0	–	Closed
1757	NCM Numina Capital Management New York	$0	-$1.02M	0	–	Closed
1758	OTC Opera Trading Capital Paris, France	$0	-$549K	0	–	Closed
1759	OA Oxbow Advisors Austin, Texas	$0	-$2.41M	0	–	Closed
1760	PCM Palouse Capital Management Spokane, Washington	$0	-$175K	0	–	Closed
1761	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$624K	0	–	Closed
1762	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$294K	0	–	Closed
1763	QF QVT Financial New York	$0	-$10.5M	0	–	Closed
1764	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$635K	0	–	Closed
1765	REMS Real Estate Management Services	$0	-$19.7M	0	–	Closed
1766	RCS Retirement Capital Strategies San Jose, California	$0	-$256K	0	–	Closed
1767	RGC Roberts, Glore & Co Deerfield, Illinois	$0	-$333K	0	–	Closed
1768	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$0	$0	1	0%	Maintained
1769	RCP Rothschild Capital Partners New York	$0	-$1.48M	0	–	Closed
1770	RC Roundview Capital Princeton, New Jersey	$0	-$998K	0	–	Closed
1771	RCM Rutabaga Capital Management Boston, Massachusetts	$0	-$2.13M	0	–	Closed
1772	SC Scholtz & Company Stamford, Connecticut	$0	-$1.86M	0	–	Closed
1773	SM Sciencast Management Princeton, New Jersey	$0	-$1.3M	0	–	Closed
1774	Sculptor Capital New York	$0	-$96.4M	0	–	Closed
1775	SC Searle & Co Greenwich, Connecticut	$0	-$1.12M	0	–	Closed