← 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
951	Bradley Foster & Sargent Hartford, Connecticut	$0	-$473K	–	Closed
952	BCB Brian C. Broderick	$0	-$201K	–	Closed
953	Bridgeway Capital Management Houston, Texas	$0	-$539K	–	Closed
954	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$885K	–	Closed
955	CONA Capital One National Association New York	$0	-$203K	–	Closed
956	Capital World Investors Los Angeles, California	$0	-$278M	–	Closed
957	CBB Citizens Business Bank Ontario, California	$0	-$285K	–	Closed
958	CWA Constellation Wealth Advisors New York	$0	-$423K	–	Closed
959	CL CSS LLC Chicago, Illinois	$0	-$117K	–	Closed
960	DWA Dorsey Wright & Associates Pasadena, California	$0	-$473K	–	Closed
961	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$4K	–	Closed
962	DTL Dynamic Technology Lab Singapore	$0	-$133K	–	Closed
963	ECM Empire Capital Management Westport, Connecticut	$0	-$6.93M	–	Closed
964	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$7K	–	Closed
965	FIG Fortress Investment Group New York	$0	-$11.7M	–	Closed
966	FAM Forty4 Asset Management Chicago, Illinois	$0	-$746K	–	Closed
967	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$0	-$391K	–	Closed
968	FP Foundry Partners Minneapolis, Minnesota	$0	-$230K	–	Closed
969	Fuller & Thaler Asset Management San Mateo, California	$0	-$6.72M	–	Closed
970	Fulton Bank Lancaster, Pennsylvania	$0	-$381K	–	Closed
971	GF Gerry Farber New York	$0	-$2.7M	–	Closed
972	GF Gerstein Fisher New York	$0	-$1.26M	–	Closed
973	GCA Gideon Capital Advisors New York	$0	-$1.52M	–	Closed
974	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$589K	–	Closed
975	GIM Guardian Investment Management Tiburon, California	$0	-$965K	–	Closed