← 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
1001	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$3K	–	Closed
1002	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$531K	–	Closed
1003	HM Payson & Co Portland, Maine	$0	-$18K	–	Closed
1004	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$342K	–	Closed
1005	IRS Invictus RG (Singapore) Singapore	$0	-$456K	–	Closed
1006	JIR James Investment Research Alpha, Ohio	$0	-$205K	–	Closed
1007	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$2K	–	Closed
1008	JIC Joel Isaacson & Co New York	$0	-$19K	–	Closed
1009	KCM Karp Capital Management Sausalito, California	$0	-$16K	–	Closed
1010	Kohlberg Kravis Roberts & Co New York	$0	-$1.66M	–	Closed
1011	KCA KR Capital Advisors New York	$0	-$1.15M	–	Closed
1012	LFR Lehman Financial Resources Media, Pennsylvania	$0	-$41K	–	Closed
1013	LG Leuthold Group Minneapolis, Minnesota	$0	-$4.36M	–	Closed
1014	LPC Loeb Partners Corp New York	$0	-$1.42M	–	Closed
1015	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$854K	–	Closed
1016	MAM Majedie Asset Management London, United Kingdom	$0	-$1.64M	–	Closed
1017	MC Miles Capital West Des Moines, Iowa	$0	-$264K	–	Closed
1018	Moneta Group Investment Advisors St Louis, Missouri	$0	-$133K	–	Closed
1019	MRCM M&R Capital Management Summit, New Jersey	$0	-$203K	–	Closed
1020	MIC MU Investments Company Tokyo, Japan	$0	-$86K	–	Closed
1021	NGA Naples Global Advisors Naples, Florida	$0	-$262K	–	Closed
1022	NVIM New Vernon Investment Management Highland Park, Illinois	$0	-$1.14M	–	Closed
1023	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$4.01M	–	Closed
1024	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$0	-$827K	–	Closed
1025	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$28K	–	Closed