← 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
1676	IAM Ion Asset Management Herzliya, Israel	$0	-$44M	–	Closed
1677	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$1.4M	–	Closed
1678	JCM JS Capital Management New York	$0	-$459K	–	Closed
1679	KC KCL Capital New York	$0	-$36.6M	–	Closed
1680	KTA Keeley-Teton Advisors Chicago, Illinois	$0	-$382K	–	Closed
1681	KCM Kingdon Capital Management New York	$0	-$11.2M	–	Closed
1682	Larson Financial Group St Louis, Missouri	$0	-$11K	–	Closed
1683	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.37M	–	Closed
1684	LIA LS Investment Advisors Bloomfield Hills, Michigan	$0	-$2.43M	–	Closed
1685	MF Manchester Financial Westlake Village, California	$0	-$37K	–	Closed
1686	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	-$21K	–	Closed
1687	MD Financial Management Ottawa, Ontario, Canada	$0	-$1.65M	–	Closed
1688	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$17K	–	Closed
1689	MHS M Holdings Securities Portland, Oregon	$0	-$644K	–	Closed
1690	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$706K	–	Closed
1691	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$0	-$22K	–	Closed
1692	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$78K	–	Closed
1693	NewEdge Wealth Pittsburgh, Pennsylvania	$0	-$476K	–	Closed
1694	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$18K	–	Closed
1695	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$521K	–	Closed
1696	Oberweis Asset Management Lisle, Illinois	$0	-$273K	–	Closed
1697	Old Mission Capital Chicago, Illinois	$0	-$781K	–	Closed
1698	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$234K	–	Closed
1699	OAM Origin Asset Management London, United Kingdom	$0	-$923K	–	Closed
1700	OCAM Owl Creek Asset Management New York	$0	-$16.5M	–	Closed