← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
3526	CA Calton & Associates Tampa, Florida	$0	-$323K	–	Closed
3527	CPL Capital & Planning LLC Jonesboro, Georgia	$0	-$47.7K	–	Closed
3528	Capula Management Grand Cayman, Cayman Islands	$0	-$1.89M	–	Closed
3529	CPA Cardiff Park Advisors Carlsbad, California	$0	-$246K	–	Closed
3530	Cartenna Capital Stamford, Connecticut	$0	-$59M	–	Closed
3531	CFG Clayton Financial Group St. Louis, Missouri	$0	-$165K	–	Closed
3532	CT ClearAlpha Technologies Greenwich, Connecticut	$0	-$480K	–	Closed
3533	CIR Clear Investment Research Alpharetta, Georgia	$0	-$43.9K	–	Closed
3534	Cohen & Steers New York	$0	-$5.56M	–	Closed
3535	CCM Connective Capital Management Palo Alto, California	$0	-$4.49M	–	Closed
3536	CGIC Continental General Insurance Company Austin, Texas	$0	-$3.22M	–	Closed
3537	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$0	-$220K	–	Closed
3538	Cornerstone Investment Partners Atlanta, Georgia	$0	-$549K	–	Closed
3539	CDMG Creek Drive Management Group San Francisco, California	$0	-$3.2M	–	Closed
3540	CW Curio Wealth Annapolis, Maryland	$0	-$1.5K	–	Closed
3541	DCM Dean Capital Management Overland Park, Kansas	$0	-$2.53M	–	Closed
3542	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$3.61M	–	Closed
3543	DI Deeter Investments Austin, Texas	$0	-$7.74M	–	Closed
3544	DO denkapparat Operations Berlin, Germany	$0	-$715K	–	Closed
3545	DWP Destiny Wealth Partners Tavares, Florida	$0	-$62K	–	Closed
3546	DG DigitalBridge Group Boca Raton, Florida	$0	-$1.33M	–	Closed
3547	Discovery Capital Management South Norwalk, Connecticut	$0	-$8.05M	–	Closed
3548	DAM DLD Asset Management New York	$0	-$3.47M	–	Closed
3549	DCM Dupont Capital Management Wilmington, Delaware	$0	-$8.55M	–	Closed
3550	Empyrean Capital Partners Los Angeles, California	$0	-$585K	–	Closed