← 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	Theme Stocks	% of Portfolio	Status
501	GF Gerry Farber New York	$1.32M	+$1.26M	1	1.32%	New
502	Moore Capital Management New York	$1.32M	+$1.26M	1	0.03%	New
503	Ladenburg Thalmann Financial Services Miami, Florida	$1.31M	+$1.25M	2	0.05%	New
504	WSA Willow Street Advisors Naples, Florida	$1.31M	+$760K	1	0.84%	New
505	MIM Midwest Investment Management Cleveland, Ohio	$1.31M	+$1.25M	1	1.33%	New
506	Smithfield Trust Pittsburgh, Pennsylvania	$1.26M	+$1.21M	1	0.3%	New
507	OA OFI Advisors Philadelphia, Pennsylvania	$1.25M	+$1.21M	3	0.13%	New
508	FQ First Quadrant Glendale, California	$1.23M	+$1.18M	1	0.03%	New
509	LPC Loeb Partners Corp New York	$1.22M	+$1.09M	1	0.45%	New
510	TC TradeLink Capital Chicago, Illinois	$1.21M	+$1.16M	1	0.37%	New
511	SAMNY Samsung Asset Management (New York) New York	$1.21M	+$1.15M	1	1.4%	New
512	Moneta Group Investment Advisors St Louis, Missouri	$1.2M	+$1.15M	1	0.85%	New
513	Brown Brothers Harriman & Co New York	$1.2M	+$1.15M	1	0.01%	New
514	Walleye Trading New York	$1.19M	+$1.14M	1	0.01%	New
515	BC Barnett & Company Chattanooga, Tennessee	$1.19M	+$1.14M	1	0.65%	New
516	Ingalls & Snyder LLC New York	$1.18M	+$1.12M	2	0.08%	New
517	CCM Cai Capital Management New York	$1.18M	+$1.13M	1	0.68%	New
518	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.17M	+$1.12M	1	0.7%	New
519	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.16M	+$1.11M	1	1.05%	New
520	LG Leuthold Group Minneapolis, Minnesota	$1.15M	+$1.1M	1	0.11%	New
521	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.14M	+$1.07M	1	0.01%	New
522	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.14M	+$1.09M	1	1.77%	New
523	Virginia Retirement Systems Richmond, Virginia	$1.14M	+$1.08M	2	0.02%	New
524	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.13M	+$1.08M	2	0.2%	New
525	Freestone Capital Holdings Seattle, Washington	$1.11M	+$1.05M	2	0.23%	New