← 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
1451	H Hexavest Montreal, Quebec, Canada	$0	-$28K	0	–	Closed
1452	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$598K	0	–	Closed
1453	HI Hudock Inc Williamsport, Pennsylvania	$0	-$3K	0	–	Closed
1454	Intact Investment Management Montreal, Quebec, Canada	$0	-$4.91M	0	–	Closed
1455	Jefferies Group New York	$0	-$12.8M	0	–	Closed
1456	LI Leap Investments Chicago, Illinois	$0	-$896K	0	–	Closed
1457	LA LVW Advisors Pittsford, New York	$0	-$293K	0	–	Closed
1458	MUFG Securities EMEA London, United Kingdom	$0	-$6.15M	0	–	Closed
1459	NAM Nexpoint Asset Management Dallas, Texas	$0	-$2.08M	0	–	Closed
1460	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$11K	0	–	Closed
1461	Oberweis Asset Management Lisle, Illinois	$0	-$5.85M	0	–	Closed
1462	Old Mission Capital Chicago, Illinois	$0	-$324K	0	–	Closed
1463	OIM Opus Investment Management Worcester, Massachusetts	$0	-$1.5M	0	–	Closed
1464	PAR Capital Management Boston, Massachusetts	$0	-$104K	0	–	Closed
1465	Parnassus Investments San Francisco, California	$0	-$17.6M	0	–	Closed
1466	Polar Capital London, United Kingdom	$0	-$32.8M	0	–	Closed
1467	Prime Capital Investment Advisors Overland Park, Kansas	$0	-$125K	0	–	Closed
1468	RIM Redwood Investment Management Scottsdale, Arizona	$0	-$318K	0	–	Closed
1469	RHJA Rice Hall James & Associates San Diego, California	$0	-$1.59M	0	–	Closed
1470	Robertson Stephens Wealth Management San Francisco, California	$0	-$202K	0	–	Closed
1471	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$0	-$445K	0	–	Closed
1472	RFM Royal Fund Management Lady Lake, Florida	$0	$0	2	0%	Maintained
1473	SHGA Sand Hill Global Advisors Palo Alto, California	$0	-$396K	0	–	Closed
1474	SEC Seven Eight Capital New York	$0	-$1.75M	0	–	Closed
1475	SCM Signia Capital Management Spokane, Washington	$0	-$4.83M	0	–	Closed