← 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
1301	Emerald Advisers Leola, Pennsylvania	$0	-$18.6M	–	Closed
1302	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$0	-$17.2M	–	Closed
1303	EOCM Energy Opportunities Capital Management Austin, Texas	$0	-$1.69M	–	Closed
1304	Fenimore Asset Management Cobleskill, New York	$0	-$276K	–	Closed
1305	FAIM Financial Advocates Investment Management Olympia, Washington	$0	-$346K	–	Closed
1306	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$0	-$343K	–	Closed
1307	FM Forward Management San Francisco, California	$0	-$887K	–	Closed
1308	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$223K	–	Closed
1309	GAMCO Investors Greenwich, Connecticut	$0	-$232K	–	Closed
1310	GFPC Global Financial Private Capital Sarasota, Florida	$0	-$216K	–	Closed
1311	GTAM Global Trust Asset Management West Palm Beach, Florida	$0	-$1K	–	Closed
1312	GWA Guidant Wealth Advisors Palatine, Illinois	$0	-$1K	–	Closed
1313	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$2K	–	Closed
1314	HFS Haverford Financial Services Radnor, Pennsylvania	$0	-$245K	–	Closed
1315	HA Hays Advisory Franklin, Tennessee	$0	-$297K	–	Closed
1316	Highbridge Capital Management New York	$0	-$2.39M	–	Closed
1317	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$3.2M	–	Closed
1318	HAM Hillcrest Asset Management Plano, Texas	$0	-$7.08M	–	Closed
1319	HCM Hilton Capital Management Garden City, New York	$0	-$3K	–	Closed
1320	HM Payson & Co Portland, Maine	$0	-$32K	–	Closed
1321	HCM Hodges Capital Management Dallas, Texas	$0	-$236K	–	Closed
1322	HI Honeywell International Charlotte, North Carolina	$0	-$8.63M	–	Closed
1323	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$182K	–	Closed
1324	Horizon Kinetics New York	$0	-$253K	–	Closed
1325	HC Hourglass Capital Houston, Texas	$0	-$208K	–	Closed