← 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	Cannell & Spears New York	$0	-$520K	–	Closed
977	Coldstream Capital Management Bellevue, Washington	$0	-$1.58M	–	Closed
978	Colony Group Boston, Massachusetts	$0	-$13K	–	Closed
979	CFSG Community Financial Services Group Newport, Vermont	$0	-$33K	–	Closed
980	CA Cornerstone Advisors Asheville, North Carolina	$0	-$257K	–	Closed
981	CA Cullinan Associates Louisville, Kentucky	$0	-$2.72M	–	Closed
982	DSI Daiwa SB Investments Tokyo, Japan	$0	-$149K	–	Closed
983	DCCA D.C. Capital Advisors New York	$0	-$5.13M	–	Closed
984	DL Delta Lloyd Amsterdam, Netherlands	$0	-$184K	–	Closed
985	DAM Deltec Asset Management New York	$0	-$205K	–	Closed
986	Douglass Winthrop Advisors New York	$0	-$8K	–	Closed
987	DCC Dow Chemical Company Midland, Michigan	$0	-$2.05M	–	Closed
988	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$5K	–	Closed
989	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.04M	–	Closed
990	EA Ecofin Advisors London, United Kingdom	$0	-$1.72M	–	Closed
991	EEG E.E. Geduld	$0	-$81K	–	Closed
992	Element Capital Management New York	$0	-$294K	–	Closed
993	ECM Empire Capital Management Westport, Connecticut	$0	-$142K	–	Closed
994	Farallon Capital Management San Francisco, California	$0	-$150M	–	Closed
995	FI FCM Investments Dallas, Texas	$0	-$31K	–	Closed
996	FPA Fieldpoint Private Advisors New York	$0	-$2.04M	–	Closed
997	FNB First Niagara Bank Lockport, New York	$0	-$324K	–	Closed
998	FPFS First Personal Financial Services Charlotte, North Carolina	$0	-$2K	–	Closed
999	FMA FNY Managed Accounts New York	$0	-$7.81K	–	Closed
1000	Hardman Johnston Global Advisors Stamford, Connecticut	$0	-$61.8M	–	Closed