← 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
2001	Brevan Howard Capital Management St. Helier, Jersey	$0	-$493K	–	Closed
2002	BC Bridgefront Capital Austin, Texas	$0	-$1.37M	–	Closed
2003	Bridgeway Capital Management Houston, Texas	$0	-$36.2K	–	Closed
2004	Brookstone Capital Management Wheaton, Illinois	$0	-$207K	–	Closed
2005	BWP BSW Wealth Partners Boulder, Colorado	$0	-$486K	–	Closed
2006	CS Capital Square Chattanooga, Tennessee	$0	-$909K	–	Closed
2007	Capula Management Grand Cayman, Cayman Islands	$0	-$5.39M	–	Closed
2008	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$0	-$76.2K	–	Closed
2009	CB Centennial Bank Conway, Arkansas	$0	-$42.8K	–	Closed
2010	CWA Clearview Wealth Advisors Salem, Oregon	$0	-$855	–	Closed
2011	CM Cornerstone Management Duluth, Georgia	$0	-$19.4K	–	Closed
2012	CA Corrado Advisors Ramsey, New Jersey	$0	-$284K	–	Closed
2013	CFS CRA Financial Services Northfield, New Jersey	$0	-$453K	–	Closed
2014	DCM Deuterium Capital Management Clearwater, Florida	$0	-$260K	–	Closed
2015	DA Duality Advisers Miami, Florida	$0	-$1.55M	–	Closed
2016	ESCM Echo Street Capital Management New York	$0	-$783K	–	Closed
2017	EI Ellevest Inc New York	$0	-$284K	–	Closed
2018	Encompass Capital Advisors New York	$0	-$38.5M	–	Closed
2019	EAM Eschler Asset Management London, United Kingdom	$0	-$432K	–	Closed
2020	ETH Exos TFP Holdings New York	$0	-$1.22M	–	Closed
2021	Factory Mutual Insurance Waltham, Massachusetts	$0	-$51.4M	–	Closed
2022	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$34K	–	Closed
2023	FMI F/M Investments Washington, District of Columbia	$0	-$2.81M	–	Closed
2024	FC FORA Capital Miami, Florida	$0	-$1,000K	–	Closed
2025	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$389K	–	Closed