← 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	Theme Stocks	% of Portfolio	Status
1051	Rafferty Asset Management New York	$0	-$260K	0	–	Closed
1052	Saba Capital Management New York	$0	-$959K	0	–	Closed
1053	SC Saiers Capital New York	$0	-$2.17M	0	–	Closed
1054	SCM SG Capital Management Chicago, Illinois	$0	-$3.22M	0	–	Closed
1055	SFM Signet Financial Management Parsippany, New Jersey	$0	-$145K	0	–	Closed
1056	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$2.38M	0	–	Closed
1057	SFS Strategic Financial Services Utica, New York	$0	-$3.22M	0	–	Closed
1058	SAM Symphony Asset Management San Francisco, California	$0	-$763K	0	–	Closed
1059	TCTC Holdings Dallas, Texas	$0	-$201K	0	–	Closed
1060	TIAA CREF Trust St Louis, Missouri	$0	-$1.18M	0	–	Closed
1061	TCM Tradewinds Capital Management Bellingham, Washington	$0	+$141	1	0%	New
1062	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$203K	0	–	Closed
1063	TI Tyrian Investments New York	$0	-$13.8M	0	–	Closed
1064	UFA US Financial Advisors Braintree, Massachusetts	$0	+$494	1	0%	New
1065	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$513K	0	–	Closed
1066	Viking Global Investors Stamford, Connecticut	$0	-$128M	0	–	Closed
1067	WI WBI Investments Red Bank, New Jersey	$0	-$1.93M	0	–	Closed
1068	Winton Group London, United Kingdom	$0	-$9.1M	0	–	Closed
1069	ZB Zions Bancorporation Salt Lake City, Utah	$0	-$42K	0	–	Closed