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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
2101
Nippon Life Insurance
Nippon Life Insurance
Japan
$0 -$3.06M 0 – Closed
2102
Old Mission Capital
Old Mission Capital
Illinois
$0 -$604K 0 – Closed
2103
OA
Oxbow Advisors
Texas
$0 -$10.3M 0 – Closed
2104
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$6M 0 – Closed
2105
PRCM
Pine River Capital Management
Minnesota
$0 -$145K 0 – Closed
2106
PS
Portfolio Strategies
New York
$0 +$70 1 0% New
2107
PM
Precept Management
Texas
$0 -$1.45M 0 – Closed
2108
PCA
Private Capital Advisors
Connecticut
$0 -$549K 0 – Closed
2109
PV
Private Vista
Illinois
$0 -$1.33M 0 – Closed
2110
QC
QCM Cayman
Texas
$0 -$753K 0 – Closed
2111
QOP
Quinn Opportunity Partners
Virginia
$0 -$335K 0 – Closed
2112
SM
Sabby Management
Florida
$0 -$22.9K 0 – Closed
2113
SI
Sensato Investors
California
$0 -$500K 0 – Closed
2114
SAM
Sentinel Asset Management
Vermont
$0 -$51.8M 0 – Closed
2115
SBA
Seven Bridges Advisors
New York
$0 -$573K 0 – Closed
2116
SEC
Seven Eight Capital
New York
$0 -$1.04M 0 – Closed
2117
SAM
Southeastern Asset Management
Tennessee
$0 -$3.88M 0 – Closed
2118
SL
Summitry LLC
California
$0 -$1.24M 0 – Closed
2119
SSG
Summit Securities Group
New York
$0 -$213K 0 – Closed
2120
Tiedemann Advisors
Tiedemann Advisors
New York
$0 -$427K 0 – Closed
2121
TA
Tiptree Advisors
New York
$0 -$3.45M 0 – Closed
2122
TSWM
Triangle Securities Wealth Management
North Carolina
$0 -$246K 0 – Closed
2123
VAM
Verity Asset Management
North Carolina
$0 -$216K 0 – Closed
2124
WF
WealthTrust Fairport
Ohio
$0 -$201K 0 – Closed
2125
WIC
Woodmont Investment Counsel
Tennessee
$0 -$244K 0 – Closed