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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
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0 -$31.6M 0 – Closed
2102
DRW Securities
DRW Securities
Illinois
$0 -$2.02M 0 – Closed
2103
DCM
Dynamic Capital Management
Jersey
$0 -$210K 0 – Closed
2104
EAMA
EFG Asset Management (Americas)
Florida
$0 -$278K 0 – Closed
2105
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$0 -$261M 0 – Closed
2106
EGPO
EnTrust Global Partners Offshore
New York
$0 -$2.69M 0 – Closed
2107
FP
FDO Partners
Massachusetts
$0 -$2.52M 0 – Closed
2108
FMP
Financial Management Professionals
Texas
$0 -$7K 0 – Closed
2109
First Eagle Investment Management
First Eagle Investment Management
New York
$0 -$62.7M 0 – Closed
2110
FFG
Ford Financial Group
California
$0 -$32K 0 – Closed
2111
FC
Forte Capital
New York
$0 -$976K 0 – Closed
2112
GIPM
G2 Investment Partners Management
New York
$0 -$1.03M 0 – Closed
2113
GP
Geneva Partners
Wisconsin
$0 -$1.62M 0 – Closed
2114
GTAM
Global Trust Asset Management
Florida
$0 -$10K 0 – Closed
2115
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$956K 0 – Closed
2116
GJCM
Grand Jean Capital Management
California
$0 -$266K 0 – Closed
2117
GC
Gratry & Company
Ohio
$0 -$607K 0 – Closed
2118
GCA
Greenwood Capital Associates
South Carolina
$0 -$210K 0 – Closed
2119
GIM
Guild Investment Management
California
$0 -$2.17M 0 – Closed
2120
HCM
Hall Capital Management
Rhode Island
$0 -$970K 0 – Closed
2121
HT
HAP Trading
New York
$0 -$593K 0 – Closed
2122
HFM
Hartford Financial Management
Connecticut
$0 -$2K 0 – Closed
2123
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$0 -$664K 0 – Closed
2124
Hermes Investment Management
Hermes Investment Management
United Kingdom
$0 -$10.1M 0 – Closed
2125
HS
Horan Securities
United States
$0 -$11K 0 – Closed