← 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	NCM Novare Capital Management Charlotte, North Carolina	$0	-$6.74M	–	Closed
1027	OCM Oakwood Capital Management Los Angeles, California	$0	-$3.37M	–	Closed
1028	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$57.5M	–	Closed
1029	O'Shaughnessy Asset Management Stamford, Connecticut	$0	-$607K	–	Closed
1030	PR Payden & Rygel Los Angeles, California	$0	-$14K	–	Closed
1031	PIA Peachtree Investment Advisors Atlanta, Georgia	$0	-$1K	–	Closed
1032	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$3.24M	–	Closed
1033	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$2.63M	–	Closed
1034	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$17.2K	–	Closed
1035	Prospera Financial Services Dallas, Texas	$0	-$308K	–	Closed
1036	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$615K	–	Closed
1037	QAM Quentec Asset Management New York	$0	-$2.58M	–	Closed
1038	RDM Retirement Design & Management Westport, Connecticut	$0	-$996K	–	Closed
1039	RCM Rotella Capital Management Bellevue, Washington	$0	-$30K	–	Closed
1040	R RQSI Nassau, Bahamas	$0	-$899K	–	Closed
1041	RCG Ruggie Capital Group Tavares, Florida	$0	-$22K	–	Closed
1042	Saturna Capital Bellingham, Washington	$0	-$30K	–	Closed
1043	SAM Scopus Asset Management New York	$0	-$10.1M	–	Closed
1044	SCM Seamans Capital Management Boston, Massachusetts	$0	-$18.2K	–	Closed
1045	SCA Secor Capital Advisors New York	$0	-$3.09M	–	Closed
1046	Seizert Capital Partners Birmingham, Michigan	$0	-$272K	–	Closed
1047	Sterling Capital Management Charlotte, North Carolina	$0	-$471K	–	Closed
1048	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$224K	–	Closed
1049	SCA Strategic Capital Alternatives Gig Harbor, United States	$0	-$22K	–	Closed
1050	SSG Summit Securities Group New York	$0	-$7K	–	Closed