← 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
1326	OI Oakbrook Investments Lisle, Illinois	$0	-$1.47M	–	Closed
1327	OneDigital Investment Advisors Overland Park, Kansas	$0	-$35K	–	Closed
1328	Oribel Capital Management New York	$0	-$11.7M	–	Closed
1329	PVAM Pacific View Asset Management San Francisco, California	$0	-$273K	–	Closed
1330	PAIA Park Avenue Institutional Advisers New York	$0	-$526K	–	Closed
1331	Pathstone Family Office Englewood, New Jersey	$0	-$4K	–	Closed
1332	PJC Pelorus Jack Capital San Francisco, California	$0	-$23.4M	–	Closed
1333	Pendal Group Sydney, Australia	$0	-$450K	–	Closed
1334	Perigon Wealth Management San Francisco, California	$0	-$142K	–	Closed
1335	Point72 Asset Management Stamford, Connecticut	$0	-$85.1M	–	Closed
1336	PGA Premia Global Advisors Coral Gables, Florida	$0	-$46K	–	Closed
1337	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$284K	–	Closed
1338	RIM Reliant Investment Management Memphis, Tennessee	$0	-$231K	–	Closed
1339	RP Rice Partnership Honolulu, Hawaii	$0	-$1.95M	–	Closed
1340	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$383K	–	Closed
1341	SAM Scopus Asset Management New York	$0	-$21.9M	–	Closed
1342	SCA Secor Capital Advisors New York	$0	-$7.69M	–	Closed
1343	SIM Sentry Investment Management Stevens Point, Wisconsin	$0	-$1.24M	–	Closed
1344	SC Shellback Capital Boston, Massachusetts	$0	-$24M	–	Closed
1345	SCM Simcoe Capital Management New York	$0	-$20.7M	–	Closed
1346	SC Slow Capital Greenbrae, California	$0	-$3K	–	Closed
1347	SIM Spark Investment Management New York	$0	-$1.06M	–	Closed
1348	SIM SSI Investment Management Los Angeles, California	$0	-$217K	–	Closed
1349	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$0	-$2.06M	–	Closed
1350	SV Sturgeon Ventures London, United Kingdom	$0	-$7.34M	–	Closed