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 | |
|---|---|---|---|---|---|---|---|
| 1151 |
TG
TLP Group
Evanston,
Illinois
| $0 | -$8K | 0 | – | Closed |
|
| 1152 |
Trexquant Investment
Stamford,
Connecticut
| $0 | -$221K | 0 | – | Closed |
|
| 1153 |
Viking Global Investors
Stamford,
Connecticut
| $0 | -$167M | 0 | – | Closed |
|
| 1154 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
| $0 | -$393K | 0 | – | Closed |
|
| 1155 |
Winton Group
London,
United Kingdom
| $0 | -$252K | 0 | – | Closed |
|
| 1156 |
WM
WS Management
Jacksonville,
Florida
| $0 | -$11.5M | 0 | – | Closed |
|
| 1157 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$263K | 0 | – | Closed |
|