← 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
976	HT HAP Trading New York	$0	-$4.7M	0	–	Closed
977	HCS Harvest Capital Strategies San Francisco, California	$0	-$1.33M	0	–	Closed
978	HRC Hoertkorn Richard Charles	$0	$0	0	–	Closed
979	HCM Huber Capital Management El Segundo, California	$0	-$739K	0	–	Closed
980	Hudson Bay Capital Management Stamford, Connecticut	$0	-$135K	0	–	Closed
981	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$122K	0	–	Closed
982	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$0	-$212K	0	–	Closed
983	ID Integral Derivatives New York	$0	-$615K	0	–	Closed
984	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	+$757	1	0%	New
985	KCM Kingdon Capital Management New York	$0	-$5.29M	0	–	Closed
986	LWA Lenox Wealth Advisors New York	$0	-$5K	0	–	Closed
987	LHC Lodge Hill Capital New York	$0	-$7.61M	0	–	Closed
988	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$3.79M	0	–	Closed
989	MAS Madden Advisory Services Jacksonville, Florida	$0	-$76K	0	–	Closed
990	MSU Maple Securities USA Jersey City, New Jersey	$0	-$586K	0	–	Closed
991	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$4K	0	–	Closed
992	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$3.46M	0	–	Closed
993	OI Oakbrook Investments Lisle, Illinois	$0	-$7.06M	0	–	Closed
994	PP Paloma Partners Greenwich, Connecticut	$0	-$695K	0	–	Closed
995	PIM Partner Investment Management San Francisco, California	$0	-$12.6M	0	–	Closed
996	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$6.4M	0	–	Closed
997	PHS PFM Health Sciences San Francisco, California	$0	-$123M	0	–	Closed
998	PC Pier Capital Stamford, Connecticut	$0	-$8.13M	0	–	Closed
999	PVWM Point View Wealth Management Summit, New Jersey	$0	-$103K	0	–	Closed
1000	PG Portola Group San Jose, California	$0	-$1.86M	0	–	Closed