← 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	NPA Nichols & Pratt Advisers Boston, Massachusetts	$0	-$253K	–	Closed
1052	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$233K	–	Closed
1053	PM Parametrica Management Wanchai, Hong Kong	$0	-$302K	–	Closed
1054	PAIA Park Avenue Institutional Advisers New York	$0	-$173K	–	Closed
1055	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$203K	–	Closed
1056	PointState Capital New York	$0	-$3.01M	–	Closed
1057	QC QCM Cayman Houston, Texas	$0	-$156K	–	Closed
1058	Rafferty Asset Management New York	$0	-$391K	–	Closed
1059	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	-$4K	–	Closed
1060	RIG Roosevelt Investment Group New York	$0	-$3.37M	–	Closed
1061	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$522K	–	Closed
1062	Sequoia Financial Advisors Akron, Ohio	$0	-$966K	–	Closed
1063	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$27K	–	Closed
1064	SRC Shufro Rose & Co New York	$0	-$5.83M	–	Closed
1065	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$1K	–	Closed
1066	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$212K	–	Closed
1067	SL Summitry LLC Foster City, California	$0	-$621K	–	Closed
1068	TNB Thomasville National Bank Thomasville, Georgia	$0	-$646K	–	Closed
1069	TF Tompkins Financial Ithaca, New York	$0	-$119K	–	Closed
1070	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$0	-$823K	–	Closed
1071	VIA Vantage Investment Advisors State College, Pennsylvania	$0	-$12K	–	Closed
1072	Virginia Retirement Systems Richmond, Virginia	$0	-$4.37M	–	Closed
1073	VF Virtu Financial New York	$0	-$470K	–	Closed
1074	WB Webster Bank Waterbury, Connecticut	$0	-$269K	–	Closed
1075	ZA Zweig Advisers Hartford, Connecticut	$0	-$11.2M	–	Closed