← 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
1376	SC Shuttleworth & Co Powell, Ohio	$3.78M	-$2.42K	1	3.02%	Reduced
1377	KNW Kesler Norman & Wride Ogden, Utah	$3.78M	+$276K	2	0.6%	Increased
1378	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$3.78M	+$1.9M	2	0.24%	Increased
1379	Wolverine Asset Management Chicago, Illinois	$3.78M	-$1.93M	4	0.03%	Reduced
1380	WP WealthShield Partners Cary, North Carolina	$3.78M	-$185K	1	0.58%	Reduced
1381	LD Lipe & Dalton Syracuse, New York	$3.77M	-$157K	1	1.75%	Reduced
1382	SFO Stokes Family Office New Orleans, Louisiana	$3.77M	-$516K	2	0.44%	Reduced
1383	KF Ketron Financial Novato, California	$3.76M	+$159K	1	1.17%	Increased
1384	PCM Potomac Capital Management New York	$3.76M	-$109K	1	2.57%	Reduced
1385	PP PDS Planning Dublin, Ohio	$3.75M	+$266K	4	0.22%	Increased
1386	VC Veracity Capital Atlanta, Georgia	$3.75M	+$1.42M	3	1.01%	Increased
1387	TI TTP Investments San Jose, California	$3.7M	+$3.5M	1	1.5%	New
1388	FM Foster & Motley Cincinnati, Ohio	$3.7M	+$636K	2	0.17%	Increased
1389	Union Bancaire Privee Geneva 1, Switzerland	$3.69M	-$572K	3	0.04%	Reduced
1390	VC Vestor Capital Chicago, Illinois	$3.68M	-$9.94M	2	0.23%	Reduced
1391	CIM Cambria Investment Management Manhattan Beach, California	$3.67M	+$1.02M	3	0.18%	Increased
1392	AA Apriem Advisors Irvine, California	$3.67M	+$1.21K	1	0.32%	Increased
1393	SC Stance Capital Boston, Massachusetts	$3.67M	+$1.31M	2	1.12%	Increased
1394	MAM Melqart Asset Management London, United Kingdom	$3.66M	+$2.99M	1	0.35%	New
1395	AIA AssuredPartners Investment Advisors Tampa, Florida	$3.65M	+$24.6K	1	0.35%	Increased
1396	MI MMCAP International Grand Cayman, Cayman Islands	$3.64M	-$4.55M	1	0.31%	Reduced
1397	RC Renaissance Capital Stamford, Connecticut	$3.64M	+$1.13M	1	2.01%	Increased
1398	Pentwater Capital Management Naples, Florida	$3.63M	-$5.07M	1	0.02%	Reduced
1399	RCAP Resolute Capital Asset Partners Denver, Colorado	$3.63M	+$840K	1	1.55%	Increased
1400	Element Capital Management New York	$3.63M	-$1.5M	1	0.11%	Reduced