← 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
AHC
Adams Hill Capital
Connecticut
$0 -$7.72M 0 – Closed
952
AP
Advisors Preferred
Maryland
$0 -$41.7K 0 – Closed
953
AP
Alydar Partners
Massachusetts
$0 -$15.8M 0 – Closed
954
Analytic Investors
Analytic Investors
California
$0 -$2.48M 0 – Closed
955
AssetMark Inc
AssetMark Inc
California
$0 -$1.25M 1 0% Reduced
956
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$2.24M 0 – Closed
957
ACM
Ativo Capital Management
Illinois
$0 -$1.71M 0 – Closed
958
BPB
Badgley, Phelps & Bell
Washington
$0 -$5.83M 0 – Closed
959
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$208K 0 – Closed
960
BLM
Bennett Lawrence Management
New York
$0 -$4.5M 0 – Closed
961
BCM
Bodri Capital Management
California
$0 -$794K 0 – Closed
962
BA
Boston Advisors
Massachusetts
$0 -$447K 0 – Closed
963
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$14.3M 0 – Closed
964
BRWA
B. Riley Wealth Advisors
Florida
$0 -$284K 0 – Closed
965
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$120K 0 – Closed
966
CO
Caldwell & Orkin
Georgia
$0 -$4.25M 0 – Closed
967
CM
Capital Management
Virginia
$0 -$232K 0 – Closed
968
CK
Carnick & Kubik
Colorado
$0 -$1.28M 0 – Closed
969
CI Global Investments
CI Global Investments
California
$0 -$1.55M 0 – Closed
970
CIM
CIM Investment Management
Pennsylvania
$0 -$1.38M 0 – Closed
971
CAM
ClariVest Asset Management
California
$0 +$396 1 0% New
972
CEI
Clark Estates Inc
New York
$0 -$1.83M 0 – Closed
973
CCI
Columbus Circle Investors
$0 -$4.05M 0 – Closed
974
CAM
Cortina Asset Management
Wisconsin
$0 -$316K 0 – Closed
975
CAD
Craig A. Drill
$0 -$2.44M 0 – Closed
37 38
39
40 41