← 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	FHAM Folger Hill Asset Management New York	$0	-$9.06M	–	Closed
1027	Fuller & Thaler Asset Management San Mateo, California	$0	-$169K	–	Closed
1028	GAMCO Investors Greenwich, Connecticut	$0	-$251K	–	Closed
1029	GCA Gideon Capital Advisors New York	$0	-$496K	–	Closed
1030	GIM Groesbeck Investment Management Paramus, New Jersey	$0	-$1.29M	–	Closed
1031	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$426K	–	Closed
1032	HPBT High Point Bank & Trust High Point, North Carolina	$0	-$44K	–	Closed
1033	Homrich & Berg Atlanta, Georgia	$0	-$237K	–	Closed
1034	IIM Ipswich Investment Management Beverly, Massachusetts	$0	-$52K	–	Closed
1035	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$278K	–	Closed
1036	Janney Montgomery Scott Philadelphia, Pennsylvania	$0	-$13.3M	–	Closed
1037	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$286K	–	Closed
1038	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$2K	–	Closed
1039	JT Jump Trading Chicago, Illinois	$0	-$487K	–	Closed
1040	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$10.5M	–	Closed
1041	LCM Landscape Capital Management Englewood, New Jersey	$0	-$1.15M	–	Closed
1042	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$3.35M	–	Closed
1043	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$772K	–	Closed
1044	LPT Legacy Private Trust Neenah, Wisconsin	$0	-$194K	–	Closed
1045	LWA Lenox Wealth Advisors New York	$0	-$1K	–	Closed
1046	LMR Partners London, United Kingdom	$0	-$416K	–	Closed
1047	LCP Lombardia Capital Partners Pasadena, California	$0	-$5.67M	–	Closed
1048	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$149K	–	Closed
1049	LM Luminus Management Houston, Texas	$0	-$7.86M	–	Closed
1050	Magnetar Financial Evanston, Illinois	$0	-$446K	–	Closed