← 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
3626	SR Swiss Re Zurich, Switzerland	$0	-$18.6K	–	Closed
3627	SL SWMG LLC Fort Worth, Texas	$0	-$779K	–	Closed
3628	TWA Talisman Wealth Advisors Mountainside, New Jersey	$0	-$254K	–	Closed
3629	TM Taproot Management New York	$0	-$5.14M	–	Closed
3630	TF Telligent Fund Hong Kong	$0	-$1.06M	–	Closed
3631	Tenor Capital Management New York	$0	-$20.2M	–	Closed
3632	TPSF Texas Permanent School Fund Austin, Texas	$0	-$878K	–	Closed
3633	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$0	-$126K	–	Closed
3634	TWM TopTier Wealth Management Muskego, Wisconsin	$0	-$42.8K	–	Closed
3635	TL Tradewinds LLC Raleigh, North Carolina	$0	-$370K	–	Closed
3636	TLFA True Link Financial Advisors San Francisco, California	$0	-$29.3K	–	Closed
3637	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$814K	–	Closed
3638	UAG United Advisor Group Cincinnati, Ohio	$0	-$24.2K	–	Closed
3639	VDBMI Van Den Berg Management I Austin, Texas	$0	-$840K	–	Closed
3640	Viking Global Investors Stamford, Connecticut	$0	-$19M	–	Closed
3641	VAM VMS Asset Management Hong Kong,	$0	-$5.42M	–	Closed
3642	WAM Watershed Asset Management San Francisco, California	$0	-$438K	–	Closed
3643	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$0	-$44.9K	–	Closed
3644	WA WESPAC Advisors Orinda, California	$0	-$828K	–	Closed
3645	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$4.19M	–	Closed
3646	WOSD WFA of San Diego San Diego, California	$0	-$80.9K	–	Closed
3647	Whale Rock Capital Management Boston, Massachusetts	$0	-$330M	–	Closed
3648	Whitebox Advisors Minneapolis, Minnesota	$0	-$5.86M	–	Closed
3649	WPC White Pine Capital Bloomington, Minnesota	$0	-$300K	–	Closed
3650	WDC Woodward Diversified Capital Bakersfield, California	$0	-$233K	–	Closed