← 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	Crawford Investment Counsel Atlanta, Georgia	$0	-$535K	–	Closed
977	Dana Investment Advisors Waukesha, Wisconsin	$0	-$200K	–	Closed
978	DCM Daruma Capital Management New York	$0	-$794K	–	Closed
979	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$724K	–	Closed
980	Dodge & Cox San Francisco, California	$0	-$463K	–	Closed
981	DTL Dynamic Technology Lab Singapore	$0	-$821K	–	Closed
982	EP Wealth Advisors Torrance, California	$0	-$6.72M	–	Closed
983	FM Family Management New York	$0	-$5.14M	–	Closed
984	Fayez Sarofim & Co Houston, Texas	$0	-$232K	–	Closed
985	FSA Financial Sense Advisors San Diego, California	$0	-$4.74M	–	Closed
986	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$8K	–	Closed
987	FP Foundry Partners Minneapolis, Minnesota	$0	-$7.29M	–	Closed
988	GF Gerry Farber New York	$0	-$1.24M	–	Closed
989	GACM Green Arrow Capital Management New York	$0	-$1.85M	–	Closed
990	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$0	-$24.3M	–	Closed
991	Hancock Whitney Gulfport, Mississippi	$0	-$275K	–	Closed
992	HCM Harvest Capital Management Concord, New Hampshire	$0	-$209K	–	Closed
993	HPA Hilltop Park Associates New York	$0	-$1.93M	–	Closed
994	I IberiaBank Lafayette, Louisiana	$0	-$284K	–	Closed
995	KRC Kingdom Ridge Capital White Plains, New York	$0	-$2.5M	–	Closed
996	Klingenstein Fields & Co New York	$0	-$598K	–	Closed
997	KFS KMS Financial Services Seattle, Washington	$0	-$160K	–	Closed
998	LCM Landscape Capital Management Englewood, New Jersey	$0	-$213K	–	Closed
999	LSA L & S Advisors Los Angeles, California	$0	-$288K	–	Closed
1000	LM Luminus Management Houston, Texas	$0	-$5.02M	–	Closed