← 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
1026	KCM Kingdon Capital Management New York	$0	-$5.28M	–	Closed
1027	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$715K	–	Closed
1028	LS Lupo Securities Chicago, Illinois	$0	-$215K	–	Closed
1029	MAS Madden Advisory Services Jacksonville, Florida	$0	-$68K	–	Closed
1030	MSP Madison Street Partners Denver, Colorado	$0	-$3.41M	–	Closed
1031	MAM Meeder Asset Management Dublin, Ohio	$0	-$510K	–	Closed
1032	Moneta Group Investment Advisors St Louis, Missouri	$0	-$568K	–	Closed
1033	NG NatWest Group Edinburgh, Scotland, United Kingdom	$0	-$261K	–	Closed
1034	NEAM New England Asset Management Farmington, Connecticut	$0	-$273K	–	Closed
1035	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$716K	–	Closed
1036	NIMC NWQ Investment Management Company Los Angeles, California	$0	-$941K	–	Closed
1037	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$569K	–	Closed
1038	Paradigm Capital Management Inc Albany, New York	$0	-$502K	–	Closed
1039	PEAK6 Group Chicago, Illinois	$0	-$1.24M	–	Closed
1040	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$1.41M	–	Closed
1041	PCM Piermont Capital Management St. Louis, Missouri	$0	-$386K	–	Closed
1042	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$955K	–	Closed
1043	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$140K	–	Closed
1044	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$0	-$667K	–	Closed
1045	PHK Point72 Hong Kong Hong Kong	$0	-$254K	–	Closed
1046	Quantbot Technologies New York	$0	-$236K	–	Closed
1047	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$90K	–	Closed
1048	RegentAtlantic Capital Morristown, New Jersey	$0	-$80K	–	Closed
1049	Regents of the University of California Oakland, California	$0	-$673K	–	Closed
1050	RT Rockland Trust Hanover, Massachusetts	$0	-$582K	–	Closed