← 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
901	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$723K	0	–	Closed
902	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$12.1M	0	–	Closed
903	ECM Empire Capital Management Westport, Connecticut	$0	-$2.41M	0	–	Closed
904	FMP Financial Management Professionals Austin, Texas	$0	-$18K	0	–	Closed
905	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$160K	0	–	Closed
906	Fisher Asset Management Camas, Washington	$0	-$1.42M	0	–	Closed
907	FBP Flippin Bruce & Porter Lynchburg, Virginia	$0	-$1.39M	0	–	Closed
908	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$1.79M	0	–	Closed
909	FA Friess Associates Greenville, Delaware	$0	-$30.9M	0	–	Closed
910	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$2.98M	1	0%	Reduced
911	GP GLG Partners London, United Kingdom	$0	-$1.34M	0	–	Closed
912	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$0	-$26K	0	–	Closed
913	HCM Hengehold Capital Management Cincinnati, Ohio	$0	-$81K	0	–	Closed
914	III Independent Investors Inc Nesconset, New York	$0	-$263K	0	–	Closed
915	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$1.93M	0	–	Closed
916	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$4.46M	0	–	Closed
917	LOGI Long Oar Global Investors New York	$0	-$8.03M	0	–	Closed
918	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$1.41M	0	–	Closed
919	Martingale Asset Management Boston, Massachusetts	$0	-$1.6M	0	–	Closed
920	MFS Monetta Financial Services Wheaton, Illinois	$0	-$1.38M	0	–	Closed
921	Moore Capital Management New York	$0	-$1.32M	0	–	Closed
922	New Mexico Educational Retirement Board Santa Fe, New Mexico	$0	-$4.93M	0	–	Closed
923	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$0	-$29K	0	–	Closed
924	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$204K	0	–	Closed
925	PM Parametrica Management Wanchai, Hong Kong	$0	-$81K	0	–	Closed