← 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
1151	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$2.85M	0	–	Closed
1152	Highbridge Capital Management New York	$0	-$625K	0	–	Closed
1153	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$301K	0	–	Closed
1154	HRT Financial New York	$0	-$23K	0	–	Closed
1155	Hudson Bay Capital Management Stamford, Connecticut	$0	-$944K	0	–	Closed
1156	IDBONY Israel Discount Bank of New York New York	$0	-$44K	0	–	Closed
1157	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$2.82M	0	–	Closed
1158	Koshinski Asset Management Decatur, Illinois	$0	-$424K	0	–	Closed
1159	LCM Lucha Capital Management San Francisco, California	$0	-$4.71M	0	–	Closed
1160	MCM Maple Capital Management Montpelier, Vermont	$0	-$230K	0	–	Closed
1161	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$222K	0	–	Closed
1162	Mariner Overland Park, Kansas	$0	-$769K	0	–	Closed
1163	Natixis Paris, France	$0	-$583K	0	–	Closed
1164	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1165	PL Parkwood LLC Cleveland, Ohio	$0	-$340K	0	–	Closed
1166	PC Passport Capital San Francisco, California	$0	-$8.76M	0	–	Closed
1167	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$305K	0	–	Closed
1168	PCA Private Capital Advisors Darien, Connecticut	$0	-$2.22M	0	–	Closed
1169	Prospera Financial Services Dallas, Texas	$0	-$253K	0	–	Closed
1170	RFM Royal Fund Management Lady Lake, Florida	$0	+$762	1	0%	New
1171	SMH Sanders Morris Harris Houston, Texas	$0	-$2.35M	0	–	Closed
1172	SCM Segantii Capital Management Hong Kong	$0	-$438K	0	–	Closed
1173	SBA Seven Bridges Advisors New York	$0	-$119K	0	–	Closed
1174	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$2.56M	0	–	Closed
1175	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$1.96M	0	–	Closed