← 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
951	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$238K	0	–	Closed
952	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$4.47M	0	–	Closed
953	Davidson Kempner Capital Management New York	$0	-$6.32M	0	–	Closed
954	DCM Decade Capital Management New York	$0	-$91K	0	–	Closed
955	DnB Asset Management Oslo, Norway	$0	-$6.19M	0	–	Closed
956	EULAV Asset Management Sarasota, Florida	$0	-$1.6M	0	–	Closed
957	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$590K	0	–	Closed
958	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$4.27M	0	–	Closed
959	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$4K	0	–	Closed
960	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$4.03M	0	–	Closed
961	FCCM First City Capital Management Savannah, Georgia	$0	-$492K	0	–	Closed
962	FQ First Quadrant Glendale, California	$0	-$1.29M	0	–	Closed
963	GVT Genesee Valley Trust Pittsford, New York	$0	-$333K	0	–	Closed
964	GACM Green Arrow Capital Management New York	$0	-$1.06M	0	–	Closed
965	HM Harvest Management New York	$0	-$303K	0	–	Closed
966	HRC Hoertkorn Richard Charles	$0	+$243	1	0%	New
967	HHC Hutchin Hill Capital New York	$0	+$3.55M	1	0%	Increased
968	IAM Impala Asset Management Palm Beach, Florida	$0	-$2.71M	0	–	Closed
969	Jones Financial Companies Des Peres, Missouri	$0	-$32K	0	–	Closed
970	LI LMCG Investments Boston, Massachusetts	$0	-$358K	0	–	Closed
971	LMF LMR Master Fund Grand Cayman, Cayman Islands	$0	-$2.3M	0	–	Closed
972	LSV Asset Management Chicago, Illinois	$0	-$4.36M	0	–	Closed
973	Madison Investment Holdings Madison, Wisconsin	$0	-$2.36M	0	–	Closed
974	MRCM M&R Capital Management Summit, New Jersey	$0	-$267K	0	–	Closed
975	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$2K	0	–	Closed