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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
1801
DAL
David A. Lorber
$0 -$13K 0 – Closed
1802
DCM
Decatur Capital Management
Georgia
$0 -$884K 0 – Closed
1803
DC
Deere & Company
Illinois
$0 -$6.66M 0 – Closed
1804
DWT
Dorsey & Whitney Trust
South Dakota
$0 -$246K 0 – Closed
1805
DWA
Dorsey Wright & Associates
California
$0 -$1.85M 0 – Closed
1806
ERIM
Eagle Ridge Investment Management
Connecticut
$0 -$279K 0 – Closed
1807
EEG
E.E. Geduld
$0 -$54K 0 – Closed
1808
Element Capital Management
Element Capital Management
New York
$0 -$449K 0 – Closed
1809
Empyrean Capital Partners
Empyrean Capital Partners
California
$0 -$9.05M 0 – Closed
1810
FNBSF
First National Bank Sioux Falls
South Dakota
$0 -$18K 0 – Closed
1811
FI
FormulaFolio Investments
Michigan
$0 -$955K 0 – Closed
1812
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$0 -$1K 0 – Closed
1813
FCG
FrontFour Capital Group
Connecticut
$0 -$634K 0 – Closed
1814
FSCM
Front Street Capital Management
Montana
$0 -$319K 0 – Closed
1815
Gates Capital Management
Gates Capital Management
New York
$0 -$57M 0 – Closed
1816
GAM
Gould Asset Management
California
$0 -$212K 0 – Closed
1817
GFG
Gray Financial Group
Georgia
$0 -$474K 0 – Closed
1818
GIM
Groesbeck Investment Management
New Jersey
$0 -$2.26M 0 – Closed
1819
GCA
GSI Capital Advisors
California
$0 -$16.2M 0 – Closed
1820
HT
HAP Trading
New York
$0 -$416K 0 – Closed
1821
HCS
Harvest Capital Strategies
California
$0 -$9.2M 0 – Closed
1822
HCM
Herndon Capital Management
Georgia
$0 -$11K 0 – Closed
1823
HCM
Hilton Capital Management
New York
$0 -$1.77M 0 – Closed
1824
HCM
Hoplite Capital Management
New York
$0 -$36.4M 0 – Closed
1825
HH
HWG Holdings
Texas
$0 -$7.79M 0 – Closed