← 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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1776	SCM Segantii Capital Management Hong Kong	$0	-$143K	0	–	Closed
1777	SHG Seven Harbour Global New York	$0	-$31.8M	0	–	Closed
1778	SAM Silphium Asset Management London, United Kingdom	$0	-$836K	0	–	Closed
1779	SAM Solaris Asset Management New York	$0	-$33K	0	–	Closed
1780	Soros Fund Management New York	$0	-$68.2M	0	–	Closed
1781	SMG Spectrum Management Group Indianapolis, Indiana	$0	-$295K	0	–	Closed
1782	ST Sphinx Trading Chicago, Illinois	$0	$0	1	0%	Maintained
1783	SRAM Stone Ridge Asset Management New York	$0	-$407K	0	–	Closed
1784	SCM Stonerise Capital Management San Francisco, California	$0	-$14.2M	0	–	Closed
1785	TSP Tappan Street Partners Chicago, Illinois	$0	-$4.99M	0	–	Closed
1786	TNAM Terra Nova Asset Management New York	$0	-$1.97M	0	–	Closed
1787	TAM THB Asset Management Norwalk, Connecticut	$0	-$1.1M	0	–	Closed
1788	TM Thrax Management New York	$0	-$8.86M	0	–	Closed
1789	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$121K	0	–	Closed
1790	TI TT International London, United Kingdom	$0	-$263K	0	–	Closed
1791	UBS O'Connor Chicago, Illinois	$0	-$923K	0	–	Closed
1792	UFA US Financial Advisors Braintree, Massachusetts	$0	$0	0	–	Closed
1793	VCP Vernier Capital Partners New York	$0	-$5.59M	0	–	Closed
1794	VAM Visium Asset Management New York	$0	-$10.7M	0	–	Closed
1795	VFS VSR Financial Services Overland Park, Kansas	$0	-$383K	0	–	Closed
1796	WCM Westend Capital Management Sausalito, California	$0	-$243K	0	–	Closed
1797	Wolverine Asset Management Chicago, Illinois	$0	-$1.92M	0	–	Closed
1798	WIC Woodmont Investment Counsel Nashville, Tennessee	$0	-$138K	0	–	Closed