← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$0 -$174M 0 – Closed
952
ATC
Argent Trust Company
Louisiana
$0 -$259K 0 – Closed
953
AC
Ascend Capital
California
$0 -$33.7M 0 – Closed
954
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$35.2M 0 – Closed
955
ACM
Atlanta Capital Management
Georgia
$0 -$60M 0 – Closed
956
Atria Investments
Atria Investments
North Carolina
$0 -$341K 0 – Closed
957
BBNB
Baker Boyer National Bank
Washington
$0 -$1.23M 0 – Closed
958
BHTS
Bar Harbor Trust Services
Maine
$0 -$519K 0 – Closed
959
BCA
Benchmark Capital Advisors
New York
$0 -$1.1M 0 – Closed
960
BMC
Benin Management Corp
Connecticut
$0 -$331K 0 – Closed
961
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$500K 0 – Closed
962
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$462K 0 – Closed
963
BTNA
Bremer Trust National Association
Minnesota
$0 -$244K 0 – Closed
964
BRWM
B. Riley Wealth Management
Tennessee
$0 -$152K 0 – Closed
965
Burney Company
Burney Company
Virginia
$0 -$242K 0 – Closed
966
CO
Caldwell & Orkin
Georgia
$0 -$2.99M 0 – Closed
967
CM
Capital Management
Virginia
$0 -$202K 0 – Closed
968
CBT
Central Bank & Trust
Kentucky
$0 -$60K 0 – Closed
969
Churchill Management
Churchill Management
California
$0 -$1.27M 0 – Closed
970
CFG
CKW Financial Group
Hawaii
$0 -$20K 0 – Closed
971
CLM
ClearBridge LLC (Maryland)
Maryland
$0 -$7.8M 0 – Closed
972
CWA
Constellation Wealth Advisors
New York
$0 -$3.47M 0 – Closed
973
CIP
Convergence Investment Partners
Florida
$0 -$2.57M 0 – Closed
974
CPS
Counsel Portfolio Services
Ontario, Canada
$0 -$439K 0 – Closed
975
CIA
Covington Investment Advisors
Pennsylvania
$0 -$2.96M 0 – Closed