← 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
1301	KCM Karp Capital Management Sausalito, California	$0	-$1.54M	0	–	Closed
1302	KTA Keeley-Teton Advisors Chicago, Illinois	$0	-$209K	0	–	Closed
1303	KI Koch Industries Wichita, Kansas	$0	-$2M	0	–	Closed
1304	Koshinski Asset Management Decatur, Illinois	$0	-$820K	0	–	Closed
1305	Krane Funds Advisors New York	$0	-$147K	0	–	Closed
1306	LG Leuthold Group Minneapolis, Minnesota	$0	-$6.78M	0	–	Closed
1307	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$0	-$200K	0	–	Closed
1308	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$212K	0	–	Closed
1309	Magnetar Financial Evanston, Illinois	$0	-$3.19M	0	–	Closed
1310	MA MANA Advisors New York	$0	-$183K	0	–	Closed
1311	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$1.56M	0	–	Closed
1312	ME McIlrath & Eck Arlington, Washington	$0	-$7K	0	–	Closed
1313	MCM McKinley Capital Management Anchorage, Alaska	$0	-$286K	0	–	Closed
1314	MC Menta Capital San Francisco, California	$0	-$825K	0	–	Closed
1315	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$4.2M	0	–	Closed
1316	MJP Michael J. Puzo	$0	-$272K	0	–	Closed
1317	MC Miles Capital West Des Moines, Iowa	$0	-$317K	0	–	Closed
1318	MIM Monashee Investment Management Boston, Massachusetts	$0	-$2.48M	0	–	Closed
1319	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$5M	0	–	Closed
1320	Moore Capital Management New York	$0	-$9.59M	0	–	Closed
1321	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$432K	0	–	Closed
1322	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$203K	0	–	Closed
1323	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$232K	0	–	Closed
1324	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$3.21M	0	–	Closed
1325	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$429K	1	0%	Reduced