← 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
1176	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1177	NMC Nine Masts Capital Central, Hong Kong	$0	-$1.58M	0	–	Closed
1178	NCM Novare Capital Management Charlotte, North Carolina	$0	-$211K	0	–	Closed
1179	OI Oakbrook Investments Lisle, Illinois	$0	-$270K	0	–	Closed
1180	OA Omega Advisors New York	$0	-$922K	0	–	Closed
1181	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$1.51M	0	–	Closed
1182	PAM Paradigm Asset Management New York	$0	-$299K	0	–	Closed
1183	Pathstone Family Office Englewood, New Jersey	$0	-$2K	0	–	Closed
1184	Pendal Group Sydney, Australia	$0	-$5.08M	0	–	Closed
1185	Point72 Asset Management Stamford, Connecticut	$0	-$44.5M	0	–	Closed
1186	PHK Point72 Hong Kong Hong Kong	$0	-$82K	0	–	Closed
1187	PointState Capital New York	$0	-$87.6M	0	–	Closed
1188	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$19.7M	0	–	Closed
1189	PL Polianta Ltd St Helier, Jersey	$0	-$1.06M	0	–	Closed
1190	Quadrature Capital London, United Kingdom	$0	-$920K	0	–	Closed
1191	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$1.29K	0	–	Closed
1192	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$16K	0	–	Closed
1193	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
1194	Sculptor Capital New York	$0	-$2.45M	0	–	Closed
1195	SM Seminole Management New York	$0	-$5.32M	0	–	Closed
1196	SEC Seven Eight Capital New York	$0	-$2.47M	0	–	Closed
1197	SMG Spectrum Management Group Indianapolis, Indiana	$0	+$435	1	0%	New
1198	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$1.54M	0	–	Closed
1199	SSG Summit Securities Group New York	$0	-$225K	0	–	Closed
1200	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$0	-$34.5M	0	–	Closed