← 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	DL Delta Lloyd Amsterdam, Netherlands	$0	$0	1	0%	Maintained
1027	DIA Denver Investment Advisors Denver, Colorado	$0	-$4.01M	0	–	Closed
1028	EverPoint Asset Management Stamford, Connecticut	$0	-$2.51M	0	–	Closed
1029	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$0	-$315K	0	–	Closed
1030	Fuller & Thaler Asset Management San Mateo, California	$0	-$5K	0	–	Closed
1031	GMIM General Motors Investment Management New York	$0	-$534K	0	–	Closed
1032	GWS Glassman Wealth Services Vienna, Virginia	$0	-$14K	0	–	Closed
1033	GL GLG LLC New York	$0	-$1.16M	0	–	Closed
1034	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$1.36M	0	–	Closed
1035	IA Icon Advisers Greenwood Village, Colorado	$0	-$679K	0	–	Closed
1036	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$102K	0	–	Closed
1037	IC Intersect Capital San Ramon, California	$0	$0	0	–	Closed
1038	IIM Ivory Investment Management New York	$0	-$90.9M	0	–	Closed
1039	JIC Joel Isaacson & Co New York	$0	-$5K	0	–	Closed
1040	KL KWMG LLC Overland Park, Kansas	$0	-$202K	0	–	Closed
1041	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$1K	0	–	Closed
1042	Moore Capital Management New York	$0	-$6.35M	0	–	Closed
1043	MIS Morningstar Investment Services Chicago, Illinois	$0	-$4.6M	0	–	Closed
1044	NI Nepsis Inc Minneapolis, Minnesota	$0	-$5.37M	0	–	Closed
1045	NCM Newland Capital Management New York	$0	-$679K	0	–	Closed
1046	NL NWAM LLC Mercer Island, Washington	$0	-$240K	0	–	Closed
1047	PCM Parsons Capital Management Providence, Rhode Island	$0	-$88K	0	–	Closed
1048	Point72 Asset Management Stamford, Connecticut	$0	-$42.8M	0	–	Closed
1049	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$560K	0	–	Closed
1050	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$4.9M	0	–	Closed