← 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
1076	CYG Clean Yield Group Norwich, Vermont	$0	-$38K	–	Closed
1077	CG Clinton Group New York	$0	-$13.4M	–	Closed
1078	CM Crestline Management Fort Worth, Texas	$0	-$521K	–	Closed
1079	CCM Cutler Capital Management Worcester, Massachusetts	$0	-$164K	–	Closed
1080	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$6.06M	–	Closed
1081	DC Deere & Company Moline, Illinois	$0	-$660K	–	Closed
1082	DL Delta Lloyd Amsterdam, Netherlands	$0	-$113K	–	Closed
1083	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$0	-$246K	–	Closed
1084	EEG E.E. Geduld	$0	-$54K	–	Closed
1085	Element Capital Management New York	$0	-$449K	–	Closed
1086	Första AP-fonden Stockholm, Sweden	$0	-$66.6M	–	Closed
1087	FSCM Front Street Capital Management Missoula, Montana	$0	-$319K	–	Closed
1088	GLRA Gerald L. Ray & Associates Dallas, Texas	$0	-$223K	–	Closed
1089	GP GLG Partners London, United Kingdom	$0	-$5.13M	–	Closed
1090	GFG Gray Financial Group Atlanta, Georgia	$0	-$474K	–	Closed
1091	HCM Herndon Capital Management Atlanta, Georgia	$0	-$3K	–	Closed
1092	HCM Hilton Capital Management Garden City, New York	$0	-$711K	–	Closed
1093	HH HWG Holdings Houston, Texas	$0	-$7.79M	–	Closed
1094	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$0	-$24K	–	Closed
1095	IP Investment Partners New Philadelphia, Ohio	$0	-$238K	–	Closed
1096	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$137K	–	Closed
1097	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$725K	–	Closed
1098	Klingman & Associates New York	$0	-$48K	–	Closed
1099	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$215K	–	Closed
1100	Laurion Capital Management New York	$0	-$210K	–	Closed