← 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
1276	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$2.4M	0	–	Closed
1277	HHC Hutchin Hill Capital New York	$0	-$2.58M	0	–	Closed
1278	IFWM Institute for Wealth Management Denver, Colorado	$0	-$789K	0	–	Closed
1279	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$6.35M	0	–	Closed
1280	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$1.33M	0	–	Closed
1281	KPCM Kings Point Capital Management Great Neck, New York	$0	-$19K	0	–	Closed
1282	LMR Partners London, United Kingdom	$0	-$448K	0	–	Closed
1283	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$457K	0	–	Closed
1284	LSA L & S Advisors Los Angeles, California	$0	-$5.59M	0	–	Closed
1285	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$2.62M	0	–	Closed
1286	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$1.75M	0	–	Closed
1287	MCM MV Capital Management Bethesda, Maryland	$0	-$4K	0	–	Closed
1288	NPC National Planning Corporation El Segundo, California	$0	-$803K	0	–	Closed
1289	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$74.9M	0	–	Closed
1290	Natixis Paris, France	$0	-$453K	0	–	Closed
1291	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1292	NFG Next Financial Group Houston, Texas	$0	-$179K	0	–	Closed
1293	Nicholas Hoffman & Company Atlanta, Georgia	$0	-$218K	0	–	Closed
1294	Nippon Life Insurance Tokyo, Japan	$0	-$1.71M	0	–	Closed
1295	Nuveen Fund Advisors Chicago, Illinois	$0	-$232K	0	–	Closed
1296	NIM NXG Investment Management Dallas, Texas	$0	-$4.96M	0	–	Closed
1297	PEAK6 Group Chicago, Illinois	$0	-$276K	0	–	Closed
1298	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.67M	0	–	Closed
1299	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$145K	0	–	Closed
1300	QC QCM Cayman Houston, Texas	$0	-$208K	0	–	Closed