← 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	RCM Rotella Capital Management Bellevue, Washington	$0	-$217K	–	Closed
1052	SAMNY Samsung Asset Management (New York) New York	$0	-$1.5M	–	Closed
1053	Sarasin & Partners London, United Kingdom	$0	-$866K	–	Closed
1054	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$203K	–	Closed
1055	Sculptor Capital New York	$0	-$10.1M	–	Closed
1056	SIA SeaBridge Investment Advisors Summit, New Jersey	$0	-$3.02M	–	Closed
1057	SI Sensato Investors San Francisco, California	$0	-$4.08M	–	Closed
1058	SIM SSI Investment Management Los Angeles, California	$0	-$450K	–	Closed
1059	SFU Stonehage Fleming (UK) London, United Kingdom	$0	-$16K	–	Closed
1060	SC Stralem & Co New York	$0	-$73.6M	–	Closed
1061	SSG Summit Securities Group New York	$0	-$75K	–	Closed
1062	TIM Tortoise Investment Management White Plains, New York	$0	-$54K	–	Closed
1063	TCM Tufton Capital Management Hunt Valley, Maryland	$0	-$276K	–	Closed
1064	TSS Two Sigma Securities New York	$0	-$280K	–	Closed
1065	VAM Verity Asset Management Durham, North Carolina	$0	-$282K	–	Closed
1066	VCM Vision Capital Management Portland, Oregon	$0	-$20.7M	–	Closed
1067	Voloridge Investment Management Jupiter, Florida	$0	-$2.39M	–	Closed
1068	WM WCG Management New York	$0	-$5.16M	–	Closed
1069	WA WealthTrust-Arizona Scottsdale, Arizona	$0	-$2K	–	Closed
1070	WF WealthTrust Fairport Cleveland, Ohio	$0	-$536K	–	Closed
1071	Wedbush Securities Los Angeles, California	$0	-$255K	–	Closed
1072	Whale Rock Capital Management Boston, Massachusetts	$0	-$11.4M	–	Closed
1073	Whitebox Advisors Minneapolis, Minnesota	$0	-$2.21M	–	Closed
1074	YP Yellowstone Partners Idaho Falls, Idaho	$0	-$388K	–	Closed
1075	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$479K	–	Closed