← 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
3601
ODIJL
One Day In July LLC
Vermont
$0 -$224K 0 – Closed
3602
ORAM
One River Asset Management
Connecticut
$0 -$23K 0 – Closed
3603
PWC
Pathfinder Wealth Consulting
North Carolina
$0 -$659K 0 – Closed
3604
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$0 -$32.3M 0 – Closed
3605
PRS
Pinkerton Retirement Specialists
Idaho
$0 -$3.61M 0 – Closed
3606
PWA
Portus Wealth Advisors
North Carolina
$0 -$21.5K 0 – Closed
3607
PCM
Praxis Capital Management
Illinois
$0 -$589K 0 – Closed
3608
PWS
Precision Wealth Strategies
Missouri
$0 -$1.21M 0 – Closed
3609
PCOTEOTHU
Provident Company of the Employees of the Hebrew University
Israel
$0 -$2.1M 0 – Closed
3610
RIAS
Rachor Investment Advisory Services
Michigan
$0 -$936 0 – Closed
3611
RCM
Radcliffe Capital Management
Pennsylvania
$0 -$3.05M 0 – Closed
3612
RWMG
Redwood Wealth Management Group
New Jersey
$0 -$692K 0 – Closed
3613
RCM
Rivernorth Capital Management
Florida
$0 -$1.97M 0 – Closed
3614
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$0 -$1.9M 0 – Closed
3615
RC
Roubaix Capital
Colorado
$0 -$5.41M 0 – Closed
3616
SA
Scarborough Advisors
Maryland
$0 -$100K 0 – Closed
3617
SAIG
Semper Augustus Investments Group
Colorado
$0 -$294K 0 – Closed
3618
SC
Shellback Capital
Massachusetts
$0 -$10.6M 0 – Closed
3619
SWM
Shelton Wealth Management
Texas
$0 -$1.52M 0 – Closed
3620
SSA
Sierra Summit Advisors
Nevada
$0 -$894K 0 – Closed
3621
SL
Siren LLC
Connecticut
$0 -$2.93M 0 – Closed
3622
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$0 -$429K 0 – Closed
3623
SC
SMA Capital
New York
$0 -$12.6M 0 – Closed
3624
SSM
Sound Shore Management
Connecticut
$0 -$60.5M 0 – Closed
3625
SAM
Sunstone Asset Management
New York
$0 -$1.98M 0 – Closed