← 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
976	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$320K	–	Closed
977	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$0	-$47.6M	–	Closed
978	RG Renaissance Group Covington, Kentucky	$0	-$13.7M	–	Closed
979	R.M. Davis Inc Portland, Maine	$0	-$688K	–	Closed
980	RCM Rotella Capital Management Bellevue, Washington	$0	-$18K	–	Closed
981	SM Seminole Management New York	$0	-$8.02M	–	Closed
982	ST Sentinel Trust Houston, Texas	$0	-$223K	–	Closed
983	SCM Sigma Capital Management Stamford, Connecticut	$0	-$4.92M	–	Closed
984	SGAM Smith Group Asset Management Dallas, Texas	$0	-$232K	–	Closed
985	SRS Investment Management New York	$0	-$90.9M	–	Closed
986	SCM Stux Capital Management New York	$0	-$750K	–	Closed
987	SFM Systematic Financial Management Teaneck, New Jersey	$0	-$23.1M	–	Closed
988	TCM TD Capital Management Memphis, Tennessee	$0	-$127K	–	Closed
989	United Capital Financial Advisors Irving, Texas	$0	-$470K	–	Closed
990	Walleye Trading New York	$0	-$1.21M	–	Closed
991	WC Wexford Capital West Palm Beach, Florida	$0	-$4.47M	–	Closed
992	Whale Rock Capital Management Boston, Massachusetts	$0	-$5.23M	–	Closed
993	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$312K	–	Closed
994	ZDA Zweig-DiMenna Associates New York	$0	-$1.34M	–	Closed