← 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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2151	NAP New Amsterdam Partners New York	$0	-$470K	0	–	Closed
2152	NFG Next Financial Group Houston, Texas	$0	-$245K	0	–	Closed
2153	Nikko Asset Management Americas New York	$0	-$5.44M	0	–	Closed
2154	NMC Nine Masts Capital Central, Hong Kong	$0	-$676K	0	–	Closed
2155	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$531K	0	–	Closed
2156	NCM Northstar Capital Management New York	$0	-$1.05M	0	–	Closed
2157	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	-$1K	0	–	Closed
2158	OCG Opus Capital Group Cincinnati, Ohio	$0	-$114K	0	–	Closed
2159	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$3.12M	0	–	Closed
2160	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$144K	0	–	Closed
2161	PGF Pelham Global Financials London, United Kingdom	$0	-$18.9M	0	–	Closed
2162	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$568K	0	–	Closed
2163	PC Pier Capital Stamford, Connecticut	$0	-$5.71M	0	–	Closed
2164	PS Portfolio Solutions Royal Oak, Michigan	$0	-$2K	0	–	Closed
2165	PS Portfolio Strategies Monsey, New York	$0	$0	1	0%	Maintained
2166	PCM Price Capital Management Lafayette, Louisiana	$0	-$643K	0	–	Closed
2167	PAM Private Asset Management San Diego, California	$0	-$387K	0	–	Closed
2168	PWP Private Wealth Partners Mill Valley, California	$0	-$433K	0	–	Closed
2169	QAM Quentec Asset Management New York	$0	-$3.79M	0	–	Closed
2170	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$13.1M	0	–	Closed
2171	RVPG Relative Value Partners Group	$0	-$2.58M	0	–	Closed
2172	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$8K	0	–	Closed
2173	RSS Rosenblum Silverman Sutton San Francisco, California	$0	-$428K	0	–	Closed
2174	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$269K	0	–	Closed
2175	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$13K	0	–	Closed