← 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	Caxton Associates (New York) New York	$0	-$3.2M	0	–	Closed
1277	CDH Charles D. Hyman	$0	-$209K	0	–	Closed
1278	Churchill Management Los Angeles, California	$0	-$17.3M	0	–	Closed
1279	CG Clinton Group New York	$0	-$2.13M	0	–	Closed
1280	CAM Columbia Asset Management Ann Arbor, Michigan	$0	-$225K	0	–	Closed
1281	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$248K	0	–	Closed
1282	CCI Columbus Circle Investors	$0	-$5.17M	0	–	Closed
1283	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$681K	0	–	Closed
1284	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$11M	0	–	Closed
1285	CC Courier Capital Buffalo, New York	$0	-$220K	0	–	Closed
1286	DSI Daiwa SB Investments Tokyo, Japan	$0	-$567K	0	–	Closed
1287	DIM DC Investments Management Mclean, Virginia	$0	-$287K	0	–	Closed
1288	Douglas Lane & Associates New York	$0	-$342K	0	–	Closed
1289	FRM Fox Run Management Greenwich, Connecticut	$0	-$1.67M	0	–	Closed
1290	FA Friess Associates Greenville, Delaware	$0	-$2.03M	0	–	Closed
1291	GCM GeoSphere Capital Management Miami Beach, Florida	$0	-$1.49M	0	–	Closed
1292	GWA Guidant Wealth Advisors Palatine, Illinois	$0	+$541	1	0%	Increased
1293	Highbridge Capital Management New York	$0	-$1.04M	0	–	Closed
1294	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$1.63M	0	–	Closed
1295	HFP Holistic Financial Partners Indianapolis, Indiana	$0	-$21K	0	–	Closed
1296	IHT Wealth Management Chicago, Illinois	$0	-$51K	0	–	Closed
1297	IFWM Institute for Wealth Management Denver, Colorado	$0	-$767K	0	–	Closed
1298	IR Invictus RG Hamilton, Bermuda	$0	-$390K	0	–	Closed
1299	IAM Iridian Asset Management Westport, Connecticut	$0	-$93.5M	0	–	Closed
1300	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$626K	0	–	Closed