← 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	% of Portfolio	Status
1276	Balentine LLC Atlanta, Georgia	$0	-$2.44M	–	Closed
1277	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$203K	–	Closed
1278	BAM Barrett Asset Management New York	$0	-$2K	–	Closed
1279	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$9.99M	–	Closed
1280	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$1K	–	Closed
1281	Brandes Investment Partners La Jolla, California	$0	-$71K	–	Closed
1282	Bridgewater Associates Westport, Connecticut	$0	-$522K	–	Closed
1283	BWM Buckley Wealth Management Las Vegas, Nevada	$0	-$276K	–	Closed
1284	CBN Cadence Bank NA Houston, Texas	$0	-$1.86M	–	Closed
1285	CM Capital Management Glen Allen, Virginia	$0	-$237K	–	Closed
1286	Capstone Investment Advisors New York	$0	-$1.15M	–	Closed
1287	Carillon Tower Advisers St. Petersburg, Florida	$0	-$544K	–	Closed
1288	Catalyst Capital Advisors Huntington, New York	$0	-$13K	–	Closed
1289	CTA Chesley Taft & Associates Chicago, Illinois	$0	-$256K	–	Closed
1290	CI Investments Inc Toronto, Ontario, Canada	$0	-$1.22M	–	Closed
1291	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$0	-$260K	–	Closed
1292	CAM Covenant Asset Management Chester, New Jersey	$0	-$1.37M	–	Closed
1293	DC Diametric Capital Boston, Massachusetts	$0	-$917K	–	Closed
1294	DRW Securities Chicago, Illinois	$0	-$487K	–	Closed
1295	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$210K	–	Closed
1296	Evercore Wealth Management New York	$0	-$161K	–	Closed
1297	EAM Exane Asset Management Paris, France	$0	-$32.3K	–	Closed
1298	First Eagle Investment Management New York	$0	-$62.7M	–	Closed
1299	FMA FNY Managed Accounts New York	$0	-$1K	–	Closed
1300	FPF FNY Partners Fund New York	$0	-$337K	–	Closed