← 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
1126	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$0	-$7K	0	–	Closed
1127	HBK Investments Dallas, Texas	$0	-$286K	0	–	Closed
1128	Hermes Investment Management London Uk, United Kingdom	$0	-$9.07M	0	–	Closed
1129	IIA IPG Investment Advisors San Diego, California	$0	-$10.4M	0	–	Closed
1130	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$322K	0	–	Closed
1131	Marshall Wace London, United Kingdom	$0	-$3.82M	0	–	Closed
1132	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$84K	0	–	Closed
1133	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1134	Nikko Asset Management Americas New York	$0	-$2.35M	0	–	Closed
1135	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$757K	0	–	Closed
1136	OCG Opus Capital Group Cincinnati, Ohio	$0	-$6.86M	0	–	Closed
1137	OCM Osterweis Capital Management San Francisco, California	$0	-$2.16M	0	–	Closed
1138	PFS Physicians Financial Services Raleigh, North Carolina	$0	-$110K	0	–	Closed
1139	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$328K	0	–	Closed
1140	PCMI Princeton Capital Management Inc Princeton, New Jersey	$0	-$1.49M	0	–	Closed
1141	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$486K	0	–	Closed
1142	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$390K	0	–	Closed
1143	SCM Sandler Capital Management New York	$0	-$3.81M	0	–	Closed
1144	Schonfeld Strategic Advisors New York	$0	-$1.31M	0	–	Closed
1145	SM Sciencast Management Princeton, New Jersey	$0	-$262K	0	–	Closed
1146	SCA Secor Capital Advisors New York	$0	-$3.22M	0	–	Closed
1147	SC Shellback Capital Boston, Massachusetts	$0	-$2.83M	0	–	Closed
1148	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$703K	0	–	Closed
1149	SIG Stanford Investment Group Mountain View, California	$0	-$11K	0	–	Closed
1150	TNAM Terra Nova Asset Management New York	$0	-$211K	0	–	Closed