← 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
1026	BTNA Bremer Trust National Association St. Cloud, Minnesota	$0	-$240K	0	–	Closed
1027	Brighton Jones LLC Seattle, Washington	$0	-$318K	0	–	Closed
1028	CA CapWealth Advisors Franklin, Tennessee	$0	-$45K	0	–	Closed
1029	CAM ClariVest Asset Management San Diego, California	$0	$0	1	0%	Maintained
1030	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$279K	0	–	Closed
1031	CFSG Community Financial Services Group Newport, Vermont	$0	-$8K	0	–	Closed
1032	CAM Contour Asset Management New York	$0	-$33.1M	0	–	Closed
1033	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$48.7M	0	–	Closed
1034	DM Delphi Management Brookline, Massachusetts	$0	-$6.13M	0	–	Closed
1035	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$428K	0	–	Closed
1036	EA Euclid Advisors Hartford, Connecticut	$0	-$24.1M	0	–	Closed
1037	GLRA Gerald L. Ray & Associates Dallas, Texas	$0	-$203K	0	–	Closed
1038	GCA Gideon Capital Advisors New York	$0	-$2.77M	0	–	Closed
1039	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$10.4M	0	–	Closed
1040	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$222K	0	–	Closed
1041	HCM Hawkeye Capital Management Miami Beach, Florida	$0	-$4.62M	0	–	Closed
1042	Highbridge Capital Management New York	$0	-$20.6M	0	–	Closed
1043	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$4.59M	0	–	Closed
1044	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$5.91M	0	–	Closed
1045	ID Integral Derivatives New York	$0	-$26K	0	–	Closed
1046	IT Investors Trust Dallas, Texas	$0	-$262K	0	–	Closed
1047	KIG Kessler Investment Group Columbus, Indiana	$0	-$4K	0	–	Closed
1048	LCG Lisanti Capital Growth New York	$0	-$4.06M	0	–	Closed
1049	LBG Lloyds Banking Group London, United Kingdom	$0	-$112K	0	–	Closed
1050	MP Manifold Partners San Francisco, California	$0	-$3.21M	0	–	Closed