← 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
1326	MICM Matthews International Capital Management San Francisco, California	$0	-$385K	0	–	Closed
1327	MCM McRae Capital Management Morristown, New Jersey	$0	-$10.1M	0	–	Closed
1328	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$18K	0	–	Closed
1329	Montag & Associates Atlanta, Georgia	$0	-$201K	0	–	Closed
1330	Nikko Asset Management Americas New York	$0	-$5.44M	0	–	Closed
1331	Nippon Life Global Investors Americas New York	$0	-$4.37M	0	–	Closed
1332	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$531K	0	–	Closed
1333	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$0	-$1.19M	0	–	Closed
1334	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	-$1K	0	–	Closed
1335	PM Parametrica Management Wanchai, Hong Kong	$0	-$1.18M	0	–	Closed
1336	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$8K	0	–	Closed
1337	PC Pier Capital Stamford, Connecticut	$0	-$5.71M	0	–	Closed
1338	PS Portfolio Solutions Royal Oak, Michigan	$0	-$2K	0	–	Closed
1339	Quadrature Capital London, United Kingdom	$0	-$492K	0	–	Closed
1340	QAM Quentec Asset Management New York	$0	-$3.79M	0	–	Closed
1341	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$74.5K	0	–	Closed
1342	RFM Royal Fund Management Lady Lake, Florida	$0	-$2.38K	1	0%	Reduced
1343	RIA RPG Investment Advisory Pleasanton, California	$0	-$1K	0	–	Closed
1344	SCM Sandler Capital Management New York	$0	-$2.74M	0	–	Closed
1345	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$3K	0	–	Closed
1346	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$0	-$774K	0	–	Closed
1347	Simon Quick Advisors Morristown, New Jersey	$0	-$63K	0	–	Closed
1348	Summit Trail Advisors New York	$0	-$938K	0	–	Closed
1349	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$4.95M	0	–	Closed
1350	TIAA FSB Jacksonville, Florida	$0	-$1.15M	0	–	Closed