← 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	CCM Connective Capital Management Palo Alto, California	$0	-$575K	–	Closed
1027	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$1.77M	–	Closed
1028	CCS Crosspoint Capital Strategies Orinda, California	$0	-$19K	–	Closed
1029	CC Curian Capital Denver, Colorado	$0	-$583K	–	Closed
1030	FNB Farmers National Bank Danville, Kentucky	$0	-$424K	–	Closed
1031	FP FDO Partners Cambridge, Massachusetts	$0	-$346K	–	Closed
1032	GE General Electric Evendale, Ohio	$0	-$1.66M	–	Closed
1033	GCG Giovine Capital Group Santa Monica, California	$0	-$1.07M	–	Closed
1034	GBT Grove Bank & Trust Miami, Florida	$0	-$36K	–	Closed
1035	HA Harfst & Associates Sheridan, Wyoming	$0	-$19K	–	Closed
1036	HWP Hefty Wealth Partners Auburn, Indiana	$0	-$732K	–	Closed
1037	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$15.3M	–	Closed
1038	HI Honeywell International Charlotte, North Carolina	$0	-$41.4M	–	Closed
1039	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$284K	–	Closed
1040	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$120K	–	Closed
1041	HHC Hutchin Hill Capital New York	$0	-$4.15M	–	Closed
1042	ING Group Amsterdam, Netherlands	$0	-$770K	–	Closed
1043	ID Integral Derivatives New York	$0	-$512K	–	Closed
1044	IMOV Investment Management of Virginia Richmond, Virginia	$0	-$3.23M	–	Closed
1045	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$0	-$133K	–	Closed
1046	IR Invictus RG Hamilton, Bermuda	$0	-$294K	–	Closed
1047	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$328K	–	Closed
1048	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$4K	–	Closed
1049	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$1K	–	Closed
1050	KCM Kingdon Capital Management New York	$0	-$2.92M	–	Closed