← 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
876	IWC Integrated Wealth Counsel Carmel, California	$1.65K	+$1.61K	1	0%	New
877	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
878	Spot Trading Chicago, Illinois	$1K	-$122K	1	0%	Reduced
879	abrdn Investment Management Edinburgh, United Kingdom	$0	-$1.35M	0	–	Closed
880	Advisory Services Network Atlanta, Georgia	$0	-$943K	0	–	Closed
881	AFG Albion Financial Group Salt Lake City, Utah	$0	-$208K	0	–	Closed
882	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$0	-$1.56M	0	–	Closed
883	AAC Asset Advisors Corp Augusta, Georgia	$0	-$51K	0	–	Closed
884	BC Banced Corp Edwardsville, Illinois	$0	-$352K	0	–	Closed
885	BC Barnett & Company Chattanooga, Tennessee	$0	-$1.19M	0	–	Closed
886	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$215K	0	–	Closed
887	CONA Capital One National Association New York	$0	-$426K	0	–	Closed
888	Capstone Investment Advisors New York	$0	-$283K	0	–	Closed
889	Caxton Associates (New York) New York	$0	-$8.25M	0	–	Closed
890	CAM ClariVest Asset Management San Diego, California	$0	-$503K	0	–	Closed
891	CW Cobiz Wealth Denver, Colorado	$0	-$20K	0	–	Closed
892	CC Colrain Capital Boston, Massachusetts	$0	-$66K	0	–	Closed
893	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$1.85M	0	–	Closed
894	CCM Connective Capital Management Palo Alto, California	$0	-$56K	0	–	Closed
895	CC Courier Capital Buffalo, New York	$0	-$247K	0	–	Closed
896	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$1.05M	0	–	Closed
897	DM Delphi Management Brookline, Massachusetts	$0	-$1.67M	0	–	Closed
898	EI EAM Investors Solana Beach, California	$0	-$2.44M	0	–	Closed
899	ECAM East Coast Asset Management Essex, Massachusetts	$0	-$55K	0	–	Closed
900	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$658K	0	–	Closed