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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2451	CCI Credit Capital Investments Livingston, New Jersey	$0	-$251K	0	–	Closed
2452	CA Crewe Advisors Salt Lake City, Utah	$0	-$4K	0	–	Closed
2453	CAM Cypress Asset Management Houston, Texas	$0	-$2.37M	0	–	Closed
2454	Davidson Kempner Capital Management New York	$0	-$8.62M	0	–	Closed
2455	DIM Delta Investment Management San Francisco, California	$0	-$11.1M	0	–	Closed
2456	DC Derby & Company Newton, Massachusetts	$0	-$208K	0	–	Closed
2457	DCM Divisar Capital Management San Francisco, California	$0	-$1.88M	0	–	Closed
2458	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$0	$0	1	0%	Maintained
2459	DA Duality Advisers Miami, Florida	$0	-$11.8M	0	–	Closed
2460	Eagle Global Advisors Houston, Texas	$0	-$213K	0	–	Closed
2461	ECAM East Coast Asset Management Essex, Massachusetts	$0	-$25.5M	0	–	Closed
2462	EI EDMP Inc Lutz, Florida	$0	-$1.53M	0	–	Closed
2463	EC EJF Capital Arlington, Virginia	$0	-$327K	0	–	Closed
2464	Element Capital Management New York	$0	-$3.87M	0	–	Closed
2465	ELI Empire Life Investments Toronto, Ontario, Canada	$0	-$21.7M	0	–	Closed
2466	Empirical Finance Havertown, Pennsylvania	$0	-$1.29M	0	–	Closed
2467	FM Family Management New York	$0	-$83K	0	–	Closed
2468	FCM Firestone Capital Management Coral Gables, Florida	$0	-$2K	0	–	Closed
2469	FCB First Command Bank Fort Worth, Texas	$0	-$42K	1	0%	Reduced
2470	FCFS First Command Financial Services Fort Worth, Texas	$0	-$42K	1	0%	Reduced
2471	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$0	-$318K	0	–	Closed
2472	First Eagle Investment Management New York	$0	-$8.43M	0	–	Closed
2473	FIB First Interstate Bank Billings, Montana	$0	-$54K	0	–	Closed
2474	FSCM First Sabrepoint Capital Management Dallas, Texas	$0	-$1.75M	0	–	Closed
2475	FWSM First Wilshire Securities Management Pasadena, California	$0	-$331K	0	–	Closed