← 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
1051	MSU Maple Securities USA Jersey City, New Jersey	$0	-$928K	–	Closed
1052	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$12K	–	Closed
1053	MC Menta Capital San Francisco, California	$0	-$956K	–	Closed
1054	MHS M Holdings Securities Portland, Oregon	$0	-$112K	–	Closed
1055	MIM Midwest Investment Management Cleveland, Ohio	$0	-$1.26M	–	Closed
1056	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$2.14M	–	Closed
1057	OC Oakworth Capital Birmingham, Alabama	$0	-$2K	–	Closed
1058	One Capital Management Westlake Village, California	$0	-$2K	–	Closed
1059	PM Parametrica Management Wanchai, Hong Kong	$0	-$21K	–	Closed
1060	PIM Parasol Investment Management Westmont, Illinois	$0	-$4K	–	Closed
1061	PP PDT Partners New York	$0	-$651K	–	Closed
1062	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$56.3K	–	Closed
1063	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$89K	–	Closed
1064	QC QCM Cayman Houston, Texas	$0	-$134K	–	Closed
1065	RIM Rainier Investment Management Seattle, Washington	$0	-$14.8M	–	Closed
1066	RCM Reynolds Capital Management Las Vegas, Nevada	$0	-$118K	–	Closed
1067	SFSIG San Francisco Sentry Investment Group San Francisco, California	$0	-$6K	–	Closed
1068	SCM Schneider Capital Management Berwyn, Pennsylvania	$0	-$1.01M	–	Closed
1069	SCA Secor Capital Advisors New York	$0	-$1.67M	–	Closed
1070	SouthState Corp Winter Haven, Florida	$0	-$250K	–	Closed
1071	South Texas Money Management San Antonio, Texas	$0	-$490K	–	Closed
1072	TMC Trellus Management Company Delray Beach, Florida	$0	-$361K	–	Closed
1073	TCSAM Tyrus Capital S.A.M. Monaco	$0	-$52.6M	–	Closed
1074	Waverly Advisors Birmingham, Alabama	$0	-$3K	–	Closed
1075	Weiss Multi-Strategy Advisers New York	$0	-$2.36M	–	Closed