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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
2301
NC
Northpointe Capital
Michigan
$0 -$365K 0 – Closed
2302
OFS
OneAscent Financial Services
Alabama
$0 -$66K 0 – Closed
2303
OAM
Orinda Asset Management
California
$0 -$4.32M 0 – Closed
2304
OAM
Ostrum Asset Management
France
$0 -$2.65M 0 – Closed
2305
OA
Oxbow Advisors
Texas
$0 -$2.08M 0 – Closed
2306
PVAM
Pacific View Asset Management
California
$0 -$567K 0 – Closed
2307
PCM
Palouse Capital Management
Washington
$0 -$4.26M 0 – Closed
2308
PCMK
Paragon Capital Management (Kansas)
Kansas
$0 -$33K 0 – Closed
2309
PWAM
Park West Asset Management
California
$0 -$957K 0 – Closed
2310
PAA
Peregrine Asset Advisers
Oregon
$0 -$2.88M 0 – Closed
2311
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$8.67M 0 – Closed
2312
PFS
Physicians Financial Services
North Carolina
$0 -$1.13M 0 – Closed
2313
PAM
Premier Asset Management
Illinois
$0 -$467K 0 – Closed
2314
PWP
Private Wealth Partners
California
$0 -$364K 0 – Closed
2315
PCP
Proficio Capital Partners
Massachusetts
$0 -$483K 0 – Closed
2316
QI
Quilter Investors
United Kingdom
$0 -$2.26M 0 – Closed
2317
RGI
River Global Investors
United Kingdom
$0 -$194K 0 – Closed
2318
RCM
Rivernorth Capital Management
Florida
$0 -$1.96M 0 – Closed
2319
RCG
Ruggie Capital Group
Florida
$0 -$16K 0 – Closed
2320
SM
Sabby Management
Florida
$0 -$3K 0 – Closed
2321
SCA
Sage Capital Advisors
South Dakota
$0 -$3.38M 0 – Closed
2322
SCM
Salem Capital Management
Massachusetts
$0 -$256K 0 – Closed
2323
SCP
Sandhill Capital Partners
New York
$0 -$9.86M 0 – Closed
2324
SPI
Santori & Peters Inc
Pennsylvania
$0 -$219K 0 – Closed
2325
SCM
Segantii Capital Management
Hong Kong
$0 -$125K 0 – Closed