← 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
1351	CIM Corbyn Investment Management Lutherville, Maryland	$0	-$960K	0	–	Closed
1352	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$0	-$224K	0	–	Closed
1353	CP Covalent Partners Concord, Massachusetts	$0	-$2.6M	0	–	Closed
1354	CG Cutler Group San Francisco, California	$0	-$3.05M	0	–	Closed
1355	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	-$72K	0	–	Closed
1356	Dakota Wealth Management Palm Beach Gardens, Florida	$0	-$751K	0	–	Closed
1357	Discovery Capital Management South Norwalk, Connecticut	$0	-$47.8M	0	–	Closed
1358	DA Duality Advisers Miami, Florida	$0	-$8.31M	0	–	Closed
1359	DTL Dynamic Technology Lab Singapore	$0	-$1.48M	0	–	Closed
1360	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$4.33M	0	–	Closed
1361	ER Enlightenment Research Miami, Florida	$0	-$34K	0	–	Closed
1362	EWA ERTS Wealth Advisors Marquette, Michigan	$0	-$3K	0	–	Closed
1363	FLI Family Legacy Inc Greenville, South Carolina	$0	-$34K	0	–	Closed
1364	Fidelity International Hamilton, Bermuda	$0	-$633K	1	0%	Reduced
1365	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$27K	0	–	Closed
1366	FBFS First Business Financial Services Madison, Wisconsin	$0	-$302K	0	–	Closed
1367	FNC First National Corp Rockland, Massachusetts	$0	+$7	1	0%	New
1368	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$10K	0	–	Closed
1369	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$201K	0	–	Closed
1370	FRM Fox Run Management Greenwich, Connecticut	$0	-$98K	0	–	Closed
1371	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$0	-$122K	0	–	Closed
1372	Harris Associates Chicago, Illinois	$0	-$44.2M	0	–	Closed
1373	IndexIQ Advisors New York	$0	-$1.41M	0	–	Closed
1374	IC Inscription Capital Houston, Texas	$0	-$7K	0	–	Closed
1375	IIM Ipswich Investment Management Beverly, Massachusetts	$0	-$21K	0	–	Closed