← 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
3551	ECM Engle Capital Management Greenwich, Connecticut	$0	-$16.5M	–	Closed
3552	EW Evoke Wealth Los Angeles, California	$0	-$855K	–	Closed
3553	Farallon Capital Management San Francisco, California	$0	-$5.11M	–	Closed
3554	FTCM First Trust Capital Management Chicago, Illinois	$0	-$2.82M	–	Closed
3555	FEM Fulcrum Equity Management Plano, Texas	$0	-$59.5K	–	Closed
3556	F1I Fund 1 Investments Rincon, Puerto Rico	$0	-$515K	–	Closed
3557	GCM Gallacher Capital Management Lone Tree, Colorado	$0	-$290K	–	Closed
3558	GCM Gator Capital Management Tampa, Florida	$0	-$2.86M	–	Closed
3559	GWSA Global Wealth Strategies & Associates Denver, Colorado	$0	-$18.2K	–	Closed
3560	GP GLR Partners Columbia, Maryland	$0	-$448K	–	Closed
3561	GT GreatBanc Trust Lisle, Illinois	$0	-$313K	–	Closed
3562	HIC Hamrick Investment Counsel Seattle, Washington	$0	-$7.15K	–	Closed
3563	HP Hartree Partners New York	$0	-$751K	–	Closed
3564	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$0	-$474K	–	Closed
3565	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$28.5M	–	Closed
3566	HCM Horrell Capital Management Little Rock, Arkansas	$0	-$93K	–	Closed
3567	HP Hound Partners New York	$0	-$2.93M	–	Closed
3568	Ilex Capital Partners London, United Kingdom	$0	-$16.1M	–	Closed
3569	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$0	-$165K	–	Closed
3570	IRC Investors Research Corp Atlanta, Georgia	$0	-$4.29K	–	Closed
3571	IFM ION Fund Management Herzliya,	$0	-$968K	–	Closed
3572	ICM Islay Capital Management Lubbock, Texas	$0	-$146	–	Closed
3573	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$2.19M	–	Closed
3574	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$21.9M	–	Closed
3575	JGUA John G. Ullman & Associates Corning, New York	$0	-$310K	–	Closed