← 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	CCM CrestPoint Capital Management Four Seasons, Missouri	$0	-$243K	–	Closed
977	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$210K	–	Closed
978	DP Delta Partners Boston, Massachusetts	$0	-$20.7M	–	Closed
979	Destination Wealth Management Walnut Creek, California	$0	-$371K	–	Closed
980	Disciplined Growth Investors Minneapolis, Minnesota	$0	-$12M	–	Closed
981	Discovery Capital Management South Norwalk, Connecticut	$0	-$46.8M	–	Closed
982	Eagle Asset Management St Petersburg, Florida	$0	-$101M	–	Closed
983	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$6.19M	–	Closed
984	ETrade Capital Management Arlington, Virginia	$0	-$1.22M	–	Closed
985	EA Euclid Advisors Hartford, Connecticut	$0	-$2.54M	–	Closed
986	FCT Family Capital Trust Peabody, Massachusetts	$0	-$13K	–	Closed
987	Fayez Sarofim & Co Houston, Texas	$0	-$212K	–	Closed
988	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$215K	–	Closed
989	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$89K	–	Closed
990	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$0	-$241K	–	Closed
991	First National Trust Hermitage, Pennsylvania	$0	-$201K	–	Closed
992	FNYS First New York Securities New York	$0	-$52K	–	Closed
993	FQ First Quadrant Glendale, California	$0	-$74K	–	Closed
994	FM Foster & Motley Cincinnati, Ohio	$0	-$246K	–	Closed
995	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$279K	–	Closed
996	GIP Granite Investment Partners El Segundo, California	$0	-$719K	–	Closed
997	GC Gratry & Company Beachwood, Ohio	$0	-$5.61M	–	Closed
998	GACM Green Arrow Capital Management New York	$0	-$1.33M	–	Closed
999	Grimes & Company Westborough, Massachusetts	$0	-$237K	–	Closed
1000	GCM Grisanti Capital Management New York	$0	-$10.1M	–	Closed