← 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
1351	SM Sabby Management Miami Beach, Florida	$0	-$36.3K	–	Closed
1352	SM Sciencast Management Princeton, New Jersey	$0	-$1.16M	–	Closed
1353	SI Sensato Investors San Francisco, California	$0	-$241K	–	Closed
1354	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$680K	–	Closed
1355	SCC Spring Creek Capital Wichita, Kansas	$0	-$2.36M	–	Closed
1356	SA Springowl Associates New York	$0	-$564K	–	Closed
1357	SLF Sun Life Financial Toronto, Ontario, Canada	$0	-$135K	–	Closed
1358	TEE Tibra Equities Europe London, United Kingdom	$0	-$6.21M	–	Closed
1359	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$131K	–	Closed
1360	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$0	-$255K	–	Closed
1361	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$0	-$224K	–	Closed
1362	Washington Trust Westerly, Rhode Island	$0	-$90K	–	Closed
1363	Weiss Asset Management Boston, Massachusetts	$0	-$66K	–	Closed
1364	WC Wexford Capital West Palm Beach, Florida	$0	-$2.54M	–	Closed
1365	Zacks Investment Management Chicago, Illinois	$0	-$46.4M	–	Closed