← 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
2026	GAMCO Investors Greenwich, Connecticut	$0	-$1.52M	–	Closed
2027	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$7.82M	–	Closed
2028	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$0	-$60.6K	–	Closed
2029	HHGA Halbert Hargrove Global Advisors Long Beach, California	$0	-$292K	–	Closed
2030	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$624K	–	Closed
2031	HP Hartree Partners New York	$0	-$1.13M	–	Closed
2032	HT Headlands Technologies Chicago, Illinois	$0	-$1.51M	–	Closed
2033	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$1.93M	–	Closed
2034	Hudson Bay Capital Management Stamford, Connecticut	$0	-$10.1M	–	Closed
2035	IFG Advisory Atlanta, Georgia	$0	-$504K	–	Closed
2036	IP Interval Partners New York	$0	-$10.3M	–	Closed
2037	JC Jacobs & Co San Francisco, California	$0	-$291K	–	Closed
2038	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$244K	–	Closed
2039	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$524K	–	Closed
2040	KC KCL Capital New York	$0	-$10M	–	Closed
2041	Krilogy Financial St. Louis, Missouri	$0	-$951K	–	Closed
2042	Laurion Capital Management New York	$0	-$298K	–	Closed
2043	LSC Lesa Sroufe & Co Seattle, Washington	$0	-$4.19M	–	Closed
2044	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$0	-$205K	–	Closed
2045	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$638K	–	Closed
2046	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$455K	–	Closed
2047	LA LVW Advisors Pittsford, New York	$0	-$572K	–	Closed
2048	MC Machina Capital Paris, France	$0	-$202K	–	Closed
2049	Magnetar Financial Evanston, Illinois	$0	-$820K	–	Closed
2050	MIA MainStreet Investment Advisors Chicago, Illinois	$0	-$701K	–	Closed