← 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	Buckingham Strategic Wealth Clayton, Missouri	$0	-$102K	–	Closed
977	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$1.04M	–	Closed
978	Caxton Associates (New York) New York	$0	-$2.5M	–	Closed
979	CIP Centerline Investment Partners New York	$0	-$5.26M	–	Closed
980	CS Central Securities New York	$0	-$4.62M	–	Closed
981	CAM CG Asset Management New York	$0	-$1.57M	–	Closed
982	CAM ClariVest Asset Management San Diego, California	$0	-$6K	–	Closed
983	Colony Group Boston, Massachusetts	$0	-$12K	–	Closed
984	CFSG Community Financial Services Group Newport, Vermont	$0	-$7K	–	Closed
985	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$179K	–	Closed
986	CF Cypress Funds Los Angeles, California	$0	-$16.3M	–	Closed
987	DI Dalton Investments Las Vegas, Nevada	$0	-$225K	–	Closed
988	DCCA D.C. Capital Advisors New York	$0	-$15M	–	Closed
989	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.71M	–	Closed
990	EI EAM Investors Solana Beach, California	$0	-$1.2M	–	Closed
991	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$855K	–	Closed
992	EGM Espalier Global Management New York	$0	-$1.94M	–	Closed
993	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$0	-$232K	–	Closed
994	FNYS First New York Securities New York	$0	-$12K	–	Closed
995	GGHC Gilder Gagnon Howe & Co New York	$0	-$3.12M	–	Closed
996	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$3.36M	–	Closed
997	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$0	-$204K	–	Closed
998	HHC Hutchin Hill Capital New York	$0	-$3.44M	–	Closed
999	IWC Integrated Wealth Counsel Carmel, California	$0	-$2K	–	Closed
1000	JT Jump Trading Chicago, Illinois	$0	-$22K	–	Closed