← 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
1376	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$229K	–	Closed
1377	JA JOYN Advisors Atlanta, Georgia	$0	-$82K	–	Closed
1378	KCM Karp Capital Management Sausalito, California	$0	-$1K	–	Closed
1379	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$0	-$556K	–	Closed
1380	Laurion Capital Management New York	$0	-$298K	–	Closed
1381	LPC Loeb Partners Corp New York	$0	-$173	–	Closed
1382	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$69K	–	Closed
1383	MC Menta Capital San Francisco, California	$0	-$402K	–	Closed
1384	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.22M	–	Closed
1385	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$930K	–	Closed
1386	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$0	-$221K	–	Closed
1387	Nomura Holdings Tokyo, Japan	$0	-$10.9M	–	Closed
1388	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$109K	–	Closed
1389	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$444K	–	Closed
1390	O'Shaughnessy Asset Management Stamford, Connecticut	$0	-$3K	–	Closed
1391	PTC Petrus Trust Company Dallas, Texas	$0	-$115K	–	Closed
1392	QGA Q Global Advisors Fort Worth, Texas	$0	-$2.85M	–	Closed
1393	Railway Pension Investments London, United Kingdom	$0	-$1.48M	–	Closed
1394	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$171K	–	Closed
1395	RFM Royal Fund Management Lady Lake, Florida	$0	$0	–	Closed
1396	Rubric Capital Management (New York) New York	$0	-$12.8M	–	Closed
1397	RCG Ruggie Capital Group Tavares, Florida	$0	-$8K	–	Closed
1398	ST Sabal Trust St. Petersburg, Florida	$0	-$499K	–	Closed
1399	SAM Scopus Asset Management New York	$0	-$7.99M	–	Closed
1400	SCM SIR Capital Management New York	$0	-$497K	–	Closed