← 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	Laurion Capital Management New York	$0	-$20.9M	0	–	Closed
1052	LCM LG Capital Management Owings Mills, Maryland	$0	-$2.07M	0	–	Closed
1053	LI Longer Investments Fayetteville, Arkansas	$0	-$1.91M	0	–	Closed
1054	M MOTCO San Antonio, Texas	$0	-$98K	0	–	Closed
1055	MC MRJ Capital New York	$0	-$166K	0	–	Closed
1056	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$0	-$216K	0	–	Closed
1057	ODCM Old Dominion Capital Management Charlottesville, Virginia	$0	-$672K	0	–	Closed
1058	PCM Palouse Capital Management Spokane, Washington	$0	-$5.75M	0	–	Closed
1059	Parallax Volatility Advisers San Francisco, California	$0	-$6.43M	0	–	Closed
1060	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$947K	0	–	Closed
1061	PCM Piermont Capital Management St. Louis, Missouri	$0	-$544K	0	–	Closed
1062	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$10.1M	0	–	Closed
1063	PCA Private Capital Advisors Darien, Connecticut	$0	-$3.26M	0	–	Closed
1064	RCM Rotella Capital Management Bellevue, Washington	$0	-$117K	0	–	Closed
1065	RC Roundview Capital Princeton, New Jersey	$0	-$1.44M	0	–	Closed
1066	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$223K	0	–	Closed
1067	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$4.31M	0	–	Closed
1068	SBA Seven Bridges Advisors New York	$0	-$106K	0	–	Closed
1069	SL Summitry LLC Foster City, California	$0	-$200K	0	–	Closed
1070	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	0	–	Closed
1071	UFA US Financial Advisors Braintree, Massachusetts	$0	$0	1	0%	Maintained
1072	Verition Fund Management Greenwich, Connecticut	$0	-$2.74M	0	–	Closed
1073	WSA Wall Street Associates Lajolla, California	$0	-$1.15M	0	–	Closed
1074	WBG Wharton Business Group Malvern, Pennsylvania	$0	-$213K	0	–	Closed