← 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
1001	Jupiter Investment Management London, United Kingdom	$0	-$15.2M	0	–	Closed
1002	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$913K	0	–	Closed
1003	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	$0	0	–	Closed
1004	Kennedy Capital Management St Louis, Missouri	$0	-$412K	0	–	Closed
1005	LMR Partners London, United Kingdom	$0	-$4.46M	0	–	Closed
1006	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$1.67M	0	–	Closed
1007	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$2.64M	0	–	Closed
1008	OC Oakmont Corp Los Angeles, California	$0	-$22.9M	0	–	Closed
1009	PFA Paradigm Financial Advisors Des Peres, Missouri	$0	-$15K	0	–	Closed
1010	PC Passport Capital San Francisco, California	$0	-$351K	0	–	Closed
1011	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$1.71M	0	–	Closed
1012	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$717K	0	–	Closed
1013	PAM Private Asset Management San Diego, California	$0	-$1.36M	0	–	Closed
1014	RCM Raging Capital Management Rocky Hill, New Jersey	$0	-$1.97M	0	–	Closed
1015	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$0	-$324K	0	–	Closed
1016	RCM Rotella Capital Management Bellevue, Washington	$0	-$41K	0	–	Closed
1017	RVGI RRE Ventures GP III New York	$0	-$686K	0	–	Closed
1018	SAC Capital Advisors Stamford, Connecticut	$0	-$5.35M	0	–	Closed
1019	Samlyn Capital New York	$0	-$30.4M	0	–	Closed
1020	SCM Sandler Capital Management New York	$0	-$17.2M	0	–	Closed
1021	Santa Barbara Asset Management Los Angeles, California	$0	-$7.66M	0	–	Closed
1022	SGH Schonfeld Group Holdings Jericho, New York	$0	-$770K	0	–	Closed
1023	SCA Secor Capital Advisors New York	$0	-$409K	0	–	Closed
1024	SignatureFD Atlanta, Georgia	$0	-$4.71K	1	0%	Reduced
1025	ST Spinnaker Trust Portland, Maine	$0	-$232K	0	–	Closed