← 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	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$407K	–	Closed
1302	AIM Assured Investment Management New York	$0	-$8.9M	–	Closed
1303	AC Avestar Capital New York	$0	-$89K	–	Closed
1304	AIM Avity Investment Management Greenwich, Connecticut	$0	-$241K	–	Closed
1305	AIM Axiom Investment Management New York	$0	-$541K	–	Closed
1306	BOE Bank of Edwardsville Edwardsville, Illinois	$0	-$374K	–	Closed
1307	BUB BBVA USA Bancshares Houston, Texas	$0	-$417K	–	Closed
1308	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	–	Closed
1309	BCM Bienville Capital Management New York	$0	-$192K	–	Closed
1310	BCM Brasada Capital Management Houston, Texas	$0	-$1.01M	–	Closed
1311	Brookfield Corp Toronto, Ontario, Canada	$0	-$10.1M	–	Closed
1312	BAS Brown Advisory Securities Baltimore, Maryland	$0	-$250K	–	Closed
1313	Candriam SCA Strassen, Luxembourg, Luxembourg	$0	-$3.49M	–	Closed
1314	CC Carlson Capital Dallas, Texas	$0	-$16.7M	–	Closed
1315	CGM Centenus Global Management New York	$0	-$6.25M	–	Closed
1316	CWA Clarus Wealth Advisors Peoria, Arizona	$0	-$3K	–	Closed
1317	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$0	-$7.32M	–	Closed
1318	CCPM Cooper Creek Partners Management New York	$0	-$1.17M	–	Closed
1319	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$0	-$273K	–	Closed
1320	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$268K	–	Closed
1321	CCM Corsair Capital Management New York	$0	-$4.41M	–	Closed
1322	CQS Credential Qtrade Securities Vancouver,	$0	-$108K	–	Closed
1323	DIM Delta Investment Management San Francisco, California	$0	-$237K	–	Closed
1324	Destination Wealth Management Walnut Creek, California	$0	-$18K	–	Closed
1325	EP Edgestream Partners Princeton, New Jersey	$0	-$311K	–	Closed