← 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
1751	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$2.33M	0	–	Closed
1752	CT Chicago Trust Grayslake, Illinois	$0	-$236K	0	–	Closed
1753	CCM Cinctive Capital Management New York	$0	-$5.38M	0	–	Closed
1754	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$872K	0	–	Closed
1755	CCPM Cooper Creek Partners Management New York	$0	-$8.1M	0	–	Closed
1756	CI Cordant Inc Portland, Oregon	$0	-$11K	0	–	Closed
1757	CM CoreCommodity Management Stamford, Connecticut	$0	-$171K	0	–	Closed
1758	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$0	-$55K	0	–	Closed
1759	DMKJ David M. Knott Jr	$0	-$1.59M	0	–	Closed
1760	DC DeDora Capital Napa, California	$0	-$16K	0	–	Closed
1761	DF Dent & Co Baltimore, Maryland	$0	-$224K	0	–	Closed
1762	DCM Difesa Capital Management New York	$0	-$563K	0	–	Closed
1763	DA Duality Advisers Miami, Florida	$0	-$724K	0	–	Closed
1764	DFO Duquesne Family Office New York	$0	-$4.46M	0	–	Closed
1765	EFS Econ Financial Services Harrisburg, Pennsylvania	$0	-$1K	0	–	Closed
1766	E Fund Management Guangzhou, China	$0	-$215K	0	–	Closed
1767	Empirical Finance Havertown, Pennsylvania	$0	-$216K	0	–	Closed
1768	FIBT First International Bank & Trust Watford City, North Dakota	$0	-$261K	0	–	Closed
1769	FOA Five Oceans Advisors Santa Monica, California	$0	-$208K	0	–	Closed
1770	FIA FNY Investment Advisers New York	$0	-$622	1	0%	Reduced
1771	FFG Fortem Financial Group Palm Desert, California	$0	-$1.59M	0	–	Closed
1772	FAG Fortitude Advisory Group Gig Harbor, Washington	$0	-$263K	0	–	Closed
1773	FI Fractal Investments Glastonbury, Connecticut	$0	-$216K	0	–	Closed
1774	FFA Freedman Financial Associates Peabody, Massachusetts	$0	-$23K	0	–	Closed
1775	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$38K	0	–	Closed