← 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
1401	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$28K	0	–	Closed
1402	Quadrature Capital London, United Kingdom	$0	-$1.14M	0	–	Closed
1403	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$11.4K	0	–	Closed
1404	RBA Richard Bernstein Advisors New York	$0	-$4.39M	0	–	Closed
1405	RFM Royal Fund Management Lady Lake, Florida	$0	+$376	1	0%	New
1406	Royal London Asset Management United Kingdom	$0	-$16.7M	0	–	Closed
1407	SCM Schneider Capital Management Berwyn, Pennsylvania	$0	-$461K	0	–	Closed
1408	SH SeaTown Holdings Singapore	$0	-$9.67M	0	–	Closed
1409	SCA Secor Capital Advisors New York	$0	-$4.38M	0	–	Closed
1410	SI Sensato Investors San Francisco, California	$0	-$4.87M	0	–	Closed
1411	SAM Shell Asset Management The Hague, Netherlands	$0	-$636K	0	–	Closed
1412	Simon Quick Advisors Morristown, New Jersey	$0	-$56K	0	–	Closed
1413	SW SlateStone Wealth Jupiter, Florida	$0	-$207K	0	–	Closed
1414	ST Somerset Trust Somerset, Pennsylvania	$0	-$15K	0	–	Closed
1415	SAM Southeastern Asset Management Memphis, Tennessee	$0	-$578K	0	–	Closed
1416	TCM Teza Capital Management Chicago, Illinois	$0	-$1.16M	0	–	Closed
1417	Tiedemann Advisors New York	$0	-$369K	0	–	Closed
1418	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	-$24.5M	0	–	Closed
1419	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$5.7M	0	–	Closed
1420	VFM Viking Fund Management Minot, North Dakota	$0	-$1.97M	0	–	Closed
1421	Walleye Capital New York	$0	-$20K	0	–	Closed
1422	WI WBI Investments Red Bank, New Jersey	$0	-$18.3M	0	–	Closed
1423	WCM WealthBridge Capital Management Westerville, Ohio	$0	$0	0	–	Closed
1424	WP WealthPLAN Partners Omaha, Nebraska	$0	-$662K	0	–	Closed
1425	WIP Wellesley Investment Partners Wellesley, Massachusetts	$0	-$219K	0	–	Closed