← 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
HA
Harfst & Associates
Wyoming
$0 -$22K 0 – Closed
1002
HFM
Hartford Financial Management
Connecticut
$0 -$60K 0 – Closed
1003
HC
Hawkins Capital
Texas
$0 -$6.75M 0 – Closed
1004
Highbridge Capital Management
Highbridge Capital Management
New York
$0 -$466K 0 – Closed
1005
HH
Hilltop Holdings
Texas
$0 -$214K 0 – Closed
1006
HHMI
Howard Hughes Medical Institute
Maryland
$0 -$188K 0 – Closed
1007
IAS
IMA Advisory Services
Colorado
$0 -$116K 0 – Closed
1008
JP
Jana Partners
New York
$0 -$37.1M 0 – Closed
1009
KP
Keel Point
Alabama
$0 -$223K 0 – Closed
1010
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$513K 0 – Closed
1011
KFS
Kurt F. Somerville
$0 -$190K 0 – Closed
1012
LTI
Laffer Tengler Investments
Tennessee
$0 -$1.82M 0 – Closed
1013
LCM
Landscape Capital Management
New Jersey
$0 -$445K 0 – Closed
1014
LPU
Lansdowne Partners (UK)
United Kingdom
$0 -$3.85M 0 – Closed
1015
Laurion Capital Management
Laurion Capital Management
New York
$0 -$1.36M 0 – Closed
1016
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$1.01M 0 – Closed
1017
LSA
L & S Advisors
California
$0 -$3.93M 0 – Closed
1018
LM
Luminus Management
Texas
$0 -$3.71M 0 – Closed
1019
MSU
Maple Securities USA
New Jersey
$0 -$2.58M 0 – Closed
1020
MCM
McKinley Capital Management
Alaska
$0 -$2.74M 0 – Closed
1021
MC
Menta Capital
California
$0 -$238K 0 – Closed
1022
MBT
Montecito Bank & Trust
California
$0 -$223K 0 – Closed
1023
MCM
Murphy Capital Management
New Jersey
$0 -$291K 0 – Closed
1024
NG
NatWest Group
United Kingdom
$0 -$214K 0 – Closed
1025
NME
Notis-McConarty Edward
$0 -$342K 0 – Closed
39 40
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