← 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	RC Randolph Company Cincinnati, Ohio	$0	-$10.6M	0	–	Closed
1377	RCM RB Capital Management Reno, Nevada	$0	-$224K	0	–	Closed
1378	RIM Redwood Investment Management Scottsdale, Arizona	$0	-$296K	0	–	Closed
1379	RM Resource Management Metairie, Louisiana	$0	-$16K	0	–	Closed
1380	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$0	-$393K	0	–	Closed
1381	RTS Round Table Services Westfield, New Jersey	$0	-$211K	0	–	Closed
1382	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$0	-$1.08M	0	–	Closed
1383	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
1384	SIM Sadoff Investment Management Milwaukee, Wisconsin	$0	-$32.8M	0	–	Closed
1385	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$236K	0	–	Closed
1386	SIG Schaller Investment Group Winston Salem, North Carolina	$0	-$211K	0	–	Closed
1387	SCA Secor Capital Advisors New York	$0	-$1.02M	0	–	Closed
1388	SCM Segantii Capital Management Hong Kong	$0	-$1.77M	0	–	Closed
1389	SCM SG Capital Management Chicago, Illinois	$0	-$347K	0	–	Closed
1390	SC Shellback Capital Boston, Massachusetts	$0	-$22.4M	0	–	Closed
1391	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$273K	0	–	Closed
1392	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	-$6K	0	–	Closed
1393	SFM Signet Financial Management Parsippany, New Jersey	$0	-$160K	0	–	Closed
1394	SL Signition LP New York	$0	-$219K	0	–	Closed
1395	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$0	-$250K	0	–	Closed
1396	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$26K	0	–	Closed
1397	SouthState Corp Winter Haven, Florida	$0	-$246K	0	–	Closed
1398	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$2.09M	0	–	Closed
1399	SIM SSI Investment Management Los Angeles, California	$0	-$217K	0	–	Closed
1400	SG StoneX Group New York	$0	-$207K	0	–	Closed