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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1876	HRT Financial New York	$0	-$23K	0	–	Closed
1877	Hudson Bay Capital Management Stamford, Connecticut	$0	-$1.55M	0	–	Closed
1878	ID Integral Derivatives New York	$0	-$1.45M	0	–	Closed
1879	JGC J. Goldman & Co New York	$0	-$941K	0	–	Closed
1880	KM Kalos Management Alpharetta, Georgia	$0	-$151K	0	–	Closed
1881	Koshinski Asset Management Decatur, Illinois	$0	-$424K	0	–	Closed
1882	LSCM Light Street Capital Management Palo Alto, California	$0	-$10.8M	0	–	Closed
1883	LT LJ Trust Reno, Nevada	$0	-$23.6M	0	–	Closed
1884	LCM Lucha Capital Management San Francisco, California	$0	-$4.71M	0	–	Closed
1885	MCM Maple Capital Management Montpelier, Vermont	$0	-$230K	0	–	Closed
1886	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$222K	0	–	Closed
1887	Mariner Overland Park, Kansas	$0	-$769K	0	–	Closed
1888	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$7.25M	0	–	Closed
1889	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$20.3M	0	–	Closed
1890	MHS M Holdings Securities Portland, Oregon	$0	-$205K	0	–	Closed
1891	MC Middleton & Co Boston, Massachusetts	$0	-$615K	0	–	Closed
1892	Montrusco Bolton Investments Montreal, Quebec, Canada	$0	-$1.2M	0	–	Closed
1893	MP MSD Partners New York	$0	-$155M	0	–	Closed
1894	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1895	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$58K	0	–	Closed
1896	OCG Opus Capital Group Cincinnati, Ohio	$0	-$6.64M	0	–	Closed
1897	PGC Pacific Grove Capital San Francisco, California	$0	-$1.01M	0	–	Closed
1898	PC Passport Capital San Francisco, California	$0	-$8.76M	0	–	Closed
1899	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$15.2M	0	–	Closed
1900	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$1.21M	0	–	Closed