← 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
2176
SCM
Simcoe Capital Management
New York
$0 -$20.7M 0 – Closed
2177
SPCP
Snow Park Capital Partners
New York
$0 -$2.47M 0 – Closed
2178
SIM
Spark Investment Management
New York
$0 -$1.8M 0 – Closed
2179
SFA
Spectrum Financial Alliance
Kentucky
$0 $0 1 0% Maintained
2180
SIM
SSI Investment Management
California
$0 -$217K 0 – Closed
2181
SCC
Steel Canyon Capital
Arizona
$0 -$2.46M 0 – Closed
2182
SFPIA
Stevens First Principles Investment Advisors
California
$0 -$2.06M 0 – Closed
2183
SV
Sturgeon Ventures
United Kingdom
$0 -$7.34M 0 – Closed
2184
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$0 -$24K 0 – Closed
2185
TI
Telemetry Investments
New York
$0 -$247K 0 – Closed
2186
TCM
Timpani Capital Management
Wisconsin
$0 -$1.32M 0 – Closed
2187
TG
TLP Group
Illinois
$0 -$635K 0 – Closed
2188
TWM
Torch Wealth Management
Ohio
$0 -$1.46M 0 – Closed
2189
UA
Unison Advisors
District of Columbia
$0 -$203K 0 – Closed
2190
VEPM
Vista Equity Partners Management
California
$0 -$13.9M 0 – Closed
2191
WCM
Washington Capital Management
Washington
$0 -$418K 0 – Closed
2192
WDL
Well Done LLC
Michigan
$0 -$185K 0 – Closed
2193
WAS
WESPAC Advisors SoCal
California
$0 -$1K 0 – Closed
2194
WIA
Westbourne Investment Advisors
Maryland
$0 -$460K 0 – Closed
2195
WPP
Whalerock Point Partners
Rhode Island
$0 -$492K 0 – Closed
2196
WCM
Whitener Capital Management
North Carolina
$0 -$53K 0 – Closed
2197
WF
WoodTrust Financial
Wisconsin
$0 -$1.85M 0 – Closed