← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1876
NAM
NorthCoast Asset Management
Connecticut
$0 -$757K 0 – Closed
1877
NRC
North Run Capital
Massachusetts
$0 -$9.7M 0 – Closed
1878
OMC
Overbrook Management Corp
New York
$0 -$6.17M 0 – Closed
1879
PAR Capital Management
PAR Capital Management
Massachusetts
$0 -$1.54M 0 – Closed
1880
PRS
Pinkerton Retirement Specialists
Idaho
$0 -$356K 0 – Closed
1881
PAG
Pinnacle Advisory Group
Maryland
$0 -$478K 0 – Closed
1882
PGCM
Prescott Group Capital Management
Oklahoma
$0 -$1.01M 0 – Closed
1883
PAG
Private Advisory Group
Washington
$0 -$231K 0 – Closed
1884
QC
QCM Cayman
Texas
$0 -$520K 0 – Closed
1885
QAM
Quantres Asset Management
Cayman Islands
$0 -$214K 0 – Closed
1886
RW
Rand Wealth
Maryland
$0 -$244K 0 – Closed
1887
Sculptor Capital
Sculptor Capital
New York
$0 -$22.5M 0 – Closed
1888
SC
Shellback Capital
Massachusetts
$0 -$4.83M 0 – Closed
1889
SKK
Shepherd Kaplan Krochuk
Massachusetts
$0 -$703K 0 – Closed
1890
SFM
Signature Financial Management
Virginia
$0 -$407K 0 – Closed
1891
SFM
Signet Financial Management
New Jersey
$0 -$1.29M 0 – Closed
1892
SCM
SkyTop Capital Management
New Jersey
$0 -$4.29M 0 – Closed
1893
Sowell Financial Services
Sowell Financial Services
Arkansas
$0 -$29K 0 – Closed
1894
SIG
Stanford Investment Group
California
$0 -$44K 0 – Closed
1895
SCM
Suvretta Capital Management
New York
$0 -$68.4M 0 – Closed
1896
SCP
Syntal Capital Partners
Texas
$0 -$293K 0 – Closed
1897
TNAM
Terra Nova Asset Management
New York
$0 -$830K 0 – Closed
1898
TG
TLP Group
Illinois
$0 -$508K 0 – Closed
1899
TC
TradeLink Capital
Illinois
$0 -$2.24M 0 – Closed
1900
VSI
Verde Servicos Internacionais
Brazil
$0 -$8.56M 0 – Closed