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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
1851
AIM
Alambic Investment Management
California
$0 -$827K 0 – Closed
1852
AWM
AllSquare Wealth Management
New York
$0 -$30K 0 – Closed
1853
AAM
AO Asset Management
New York
$0 -$8.43M 0 – Closed
1854
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0 -$14.8M 0 – Closed
1855
BBP
Banco BTG Pactual
Brazil
$0 -$240K 0 – Closed
1856
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 $0 0 – Closed
1857
BRC
Bell Rock Capital
Delaware
$0 -$328K 0 – Closed
1858
BWM
BigSur Wealth Management
Florida
$0 -$204K 0 – Closed
1859
Brandes Investment Partners
Brandes Investment Partners
California
$0 -$1.7M 0 – Closed
1860
CT
Cambridge Trust
Massachusetts
$0 -$200K 0 – Closed
1861
CYG
Clean Yield Group
Vermont
$0 -$54K 0 – Closed
1862
CCM
Cohen Capital Management
California
$0 -$47K 0 – Closed
1863
CC
Colrain Capital
Massachusetts
$0 -$4.16M 0 – Closed
1864
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$0 -$217K 0 – Closed
1865
CCS
Crosspoint Capital Strategies
California
$0 -$9K 0 – Closed
1866
DCM
Dimension Capital Management
Florida
$0 -$327K 0 – Closed
1867
DHFB
Dixon Hubard Feinour & Brown
Virginia
$0 -$200K 0 – Closed
1868
Donaldson Capital Management
Donaldson Capital Management
Indiana
$0 -$317K 0 – Closed
1869
ECM
Engine Capital Management
New York
$0 -$1.91M 0 – Closed
1870
FPS
Fieldpoint Private Securities
Connecticut
$0 -$137K 0 – Closed
1871
FMA
FNY Managed Accounts
New York
$0 -$39K 0 – Closed
1872
FL
Fort LP
Maryland
$0 -$431K 0 – Closed
1873
GA
Greenhaven Associates
New York
$0 -$783K 0 – Closed
1874
HIM
Hanlon Investment Management
New Jersey
$0 -$5.62M 0 – Closed
1875
HHMI
Howard Hughes Medical Institute
Maryland
$0 -$301K 0 – Closed