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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
2251
OIWM
OptiFour Integrated Wealth Management
Virginia
$0 -$236K 0 – Closed
2252
OAM
Orinda Asset Management
California
$0 -$414K 0 – Closed
2253
OCM
Orser Capital Management
Texas
$0 -$2.15M 0 – Closed
2254
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$0 -$31.5M 0 – Closed
2255
PAS
Partnervest Advisory Services
California
$0 -$1.73M 0 – Closed
2256
PC
Passport Capital
California
$0 -$2.17M 0 – Closed
2257
PIM
Penobscot Investment Management
Massachusetts
$0 -$222K 0 – Closed
2258
Pentwater Capital Management
Pentwater Capital Management
Florida
$0 -$2.06M 0 – Closed
2259
PCM
Pointe Capital Management
Michigan
$0 -$402K 0 – Closed
2260
PWAG
Polaris Wealth Advisory Group
California
$0 -$200K 0 – Closed
2261
Polen Capital Management
Polen Capital Management
Florida
$0 -$490K 0 – Closed
2262
PS
Portfolio Strategies
New York
$0 $0 0 – Closed
2263
PSC
Prentiss Smith & Co
Vermont
$0 -$17K 0 – Closed
2264
PCA
Private Capital Advisors
Connecticut
$0 -$3.21M 0 – Closed
2265
RMAM
Raab & Moskowitz Asset Management
New Jersey
$0 -$272K 0 – Closed
2266
RC
Randolph Company
Ohio
$0 -$10.6M 0 – Closed
2267
RCM
RB Capital Management
Nevada
$0 -$224K 0 – Closed
2268
RM
Resource Management
Louisiana
$0 -$16K 0 – Closed
2269
RMCM
Reynders McVeigh Capital Management
Massachusetts
$0 -$393K 0 – Closed
2270
RTS
Round Table Services
New Jersey
$0 -$211K 0 – Closed
2271
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$0 -$713K 0 – Closed
2272
SIM
Sadoff Investment Management
Wisconsin
$0 -$32.8M 0 – Closed
2273
SCM
Salem Capital Management
Massachusetts
$0 -$226K 0 – Closed
2274
SIG
Schaller Investment Group
North Carolina
$0 -$211K 0 – Closed
2275
SH
SeaTown Holdings
Singapore
$0 -$16.7M 0 – Closed