← 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
2051	Manning & Napier Group Fairport, New York	$0	-$23M	0	–	Closed
2052	MHS M Holdings Securities Portland, Oregon	$0	-$229K	0	–	Closed
2053	MVP Miller Value Partners Sarasota, Florida	$0	-$4.52K	0	–	Closed
2054	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$0	-$2K	0	–	Closed
2055	MAWA Moss Adams Wealth Advisors Seattle, Washington	$0	-$4.52K	0	–	Closed
2056	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$309K	0	–	Closed
2057	NERM New England Research & Management Chicago, Illinois	$0	-$720K	0	–	Closed
2058	NIG NFJ Investment Group Dallas, Texas	$0	-$361K	0	–	Closed
2059	OTL Oak Thistle LLC New York	$0	-$780K	0	–	Closed
2060	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$426K	0	–	Closed
2061	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	0	–	Closed
2062	ONST Old North State Trust Greensboro, North Carolina	$0	-$83K	0	–	Closed
2063	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$462K	0	–	Closed
2064	OMC Overbrook Management Corp New York	$0	-$130K	0	–	Closed
2065	PAM Paradigm Asset Management New York	$0	-$2.55M	0	–	Closed
2066	PEAK6 Investments Chicago, Illinois	$0	-$2.56M	0	–	Closed
2067	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$1.91M	0	–	Closed
2068	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$0	-$378K	0	–	Closed
2069	PP PrairieView Partners St. Paul, Minnesota	$0	+$704	1	0%	New
2070	PAG Private Advisory Group Redmond, Washington	$0	-$773K	0	–	Closed
2071	Quantbot Technologies New York	$0	-$922K	0	–	Closed
2072	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$2.32M	0	–	Closed
2073	Sageworth Trust Lancaster, Pennsylvania	$0	-$75.5K	0	–	Closed
2074	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$0	-$5.61K	0	–	Closed
2075	SC Schubert & Co Mckinney, Texas	$0	-$23.6K	0	–	Closed