← 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
1676	AIM Aigen Investment Management New York	$0	-$429K	0	–	Closed
1677	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1678	AIA Arcadia Investment Advisors Eagle, Idaho	$0	-$1.48K	0	–	Closed
1679	AAM Aureus Asset Management Boston, Massachusetts	$0	-$211K	0	–	Closed
1680	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$22K	0	–	Closed
1681	B BP London, United Kingdom	$0	-$1.84M	0	–	Closed
1682	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$128K	0	–	Closed
1683	CCM CAAS Capital Management New York	$0	-$181K	0	–	Closed
1684	Capital Fund Management (CFM) Paris, France	$0	-$8.17M	0	–	Closed
1685	Caption Management Oklahoma City, Oklahoma	$0	-$179K	0	–	Closed
1686	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$0	-$192K	0	–	Closed
1687	Caxton Associates (New York) New York	$0	-$201K	0	–	Closed
1688	Ceredex Value Advisors Orlando, Florida	$0	-$50K	0	–	Closed
1689	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$24.9M	0	–	Closed
1690	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$202K	0	–	Closed
1691	CA Cornerstone Advisors Asheville, North Carolina	$0	-$5.33M	0	–	Closed
1692	CCM Corsair Capital Management New York	$0	-$204K	0	–	Closed
1693	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	-$2K	0	–	Closed
1694	DLG Daniel L. Goodwin	$0	-$446K	0	–	Closed
1695	DJYG David J. Yvars Group University Park, Florida	$0	-$249K	0	–	Closed
1696	Davidson Kempner Capital Management New York	$0	-$10.6M	0	–	Closed
1697	DWP Destiny Wealth Partners Tavares, Florida	$0	-$222K	0	–	Closed
1698	DC Diametric Capital Boston, Massachusetts	$0	-$264K	0	–	Closed
1699	DCP Distillate Capital Partners Chicago, Illinois	$0	-$3.14M	0	–	Closed
1700	E. Ohman J:or Asset Management Stockholm, Sweden	$0	-$635K	0	–	Closed