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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
1776
Snyder Capital Management
Snyder Capital Management
California
$0 -$3.61M 0 – Closed
1777
ST
Somerset Trust
Pennsylvania
$0 -$873K 0 – Closed
1778
ST
Sphinx Trading
Illinois
$0 $0 1 0% Maintained
1779
ST
Spinnaker Trust
Maine
$0 -$203K 0 – Closed
1780
SHIM
Spruce House Investment Management
New York
$0 -$3.26M 0 – Closed
1781
SIM
SSI Investment Management
California
$0 -$450K 0 – Closed
1782
SRES
Starwood Real Estate Securities
Connecticut
$0 -$6.06M 0 – Closed
1783
SC
Stralem & Co
New York
$0 -$73.6M 0 – Closed
1784
SIM
Strategic Investment Management
Virginia
$0 -$326K 0 – Closed
1785
TCM
Tufton Capital Management
Maryland
$0 -$276K 0 – Closed
1786
TSS
Two Sigma Securities
New York
$0 -$280K 0 – Closed
1787
VDBMI
Van Den Berg Management I
Texas
$0 -$12.6M 0 – Closed
1788
VAM
Verity Asset Management
North Carolina
$0 -$1.04M 0 – Closed
1789
VC
Vestor Capital
Illinois
$0 -$3.39M 0 – Closed
1790
VCM
Vision Capital Management
Oregon
$0 -$20.7M 0 – Closed
1791
Voloridge Investment Management
Voloridge Investment Management
Florida
$0 -$2.39M 0 – Closed
1792
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$0 -$32K 0 – Closed
1793
WM
WCG Management
New York
$0 -$5.16M 0 – Closed
1794
WF
WealthTrust Fairport
Ohio
$0 -$578K 0 – Closed
1795
WA
WESPAC Advisors
California
$0 -$1.93M 0 – Closed
1796
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$0 -$11.4M 0 – Closed
1797
Whitebox Advisors
Whitebox Advisors
Minnesota
$0 -$5.14M 0 – Closed
1798
ZCM
Zebra Capital Management
Connecticut
$0 -$1.39M 0 – Closed