← 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
1251	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1252	AT Arden Trust Wilmington, Delaware	$0	-$459K	0	–	Closed
1253	AAM Ardevora Asset Management London, United Kingdom	$0	-$38.8M	0	–	Closed
1254	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$464K	0	–	Closed
1255	ARK Investment Management St. Petersburg, Florida	$0	-$911K	0	–	Closed
1256	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$437K	0	–	Closed
1257	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$0	-$3.14M	0	–	Closed
1258	BIG Bellwether Investment Group Chattanooga, Tennessee	$0	-$332K	0	–	Closed
1259	BL BFSG LLC Irvine, California	$0	-$230K	0	–	Closed
1260	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$2.36M	0	–	Closed
1261	CI Cavalier Investments Alpharetta, Georgia	$0	-$711K	0	–	Closed
1262	CHC City Holding Co Charleston, West Virginia	$0	-$5K	0	–	Closed
1263	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$4.67M	0	–	Closed
1264	Csenge Advisory Group Clearwater, Florida	$0	-$274K	0	–	Closed
1265	Element Capital Management New York	$0	-$114K	0	–	Closed
1266	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$463K	0	–	Closed
1267	Empowered Funds Havertown, Pennsylvania	$0	-$821K	0	–	Closed
1268	FMP Financial Management Professionals Austin, Texas	$0	-$5K	0	–	Closed
1269	FAT First American Trust Santa Ana, California	$0	-$425K	0	–	Closed
1270	FBT First Bank & Trust Brookings, South Dakota	$0	$0	0	–	Closed
1271	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$1.3M	0	–	Closed
1272	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$859K	0	–	Closed
1273	GAM Griffin Asset Management New York	$0	-$269K	0	–	Closed
1274	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$23K	0	–	Closed
1275	Homrich & Berg Atlanta, Georgia	$0	-$323K	0	–	Closed