Research context · not a recommendation
IRM
Descriptive positioning only. The positioning label says whether a company's business is exposed to a layer, never whether to buy it. Layers with no exposure are not recommendations to add any.
Stack position
Where IRM sits in the AI stack
L6 · AI Server
GPU servers, racks, and storage systems integrating accelerators into deployable units.
L7 · Cooling
Thermal management and liquid/air cooling for high-density AI compute.
L8 · Data Center
Hyperscale and colocation facilities, datacenter REITs, and the construction that builds them.
L9 · Cloud
Hyperscale cloud platforms renting general compute, storage, and managed services.
Icons mark layer roles — not company logos. Position only; not a price chart.
L8 · Data Center
XingAI taxonomy. Filers did not assign this layer.
Map role vs this layer: Adjacent / mixed. Describes where the business sits, not a trade.
Why does this layer matter for AI demand?
Compute needs somewhere to sit: hyperscale campuses, colocation, and the REITs that own the real estate. The commonly missed part is construction — engineering, electrical, mechanical, and the power connection itself.
What could change the picture here?
Build cycles run years and depend on land, permits and grid connection. Datacenter construction may constrain AI capacity longer than any single component does.
Records management broadly; datacenter real estate is a growing but minority segment.
Same-layer companies (alphabetical, not ranked)
Cache snapshot 2026-10-20. Filing dates below are the source dates, not this snapshot.
Public 13F rows
Rows below are public SEC Form 13F-HR filings, reported by the filing entity for the period shown and filed later — they are never current holdings. Form 13F covers long US equity positions only: it excludes short positions, cash, non-US holdings and most derivatives, and a reported position may have been sold since. Assigning a ticker to a layer is XingAI's classification, not the filer's. Nothing here is a recommendation, and an institution reporting a position is not a reason to take one.
No 13F citation for this ticker in the current snapshot.
What this page does not answer
Valuation, a target price, and when to buy or sell. Those are not in the cache, and this page will not guess them.
Research questions
- Which layer is this company's primary business in, on XingAI's taxonomy?
- Which public Form 13F-HR rows cite this ticker, and when were they filed?
- Who else in the same layer is listed, alphabetically — not ranked?