← 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
926	PFS Penseco Financial Services Scranton, Pennsylvania	$0	-$7K	–	Closed
927	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$342K	–	Closed
928	Raymond James Financial Services Advisors St. Petersburg, Florida	$0	-$1.46M	–	Closed
929	SGI SAC Global Investors London, United Kingdom	$0	-$724K	–	Closed
930	SAM Selway Asset Management	$0	-$821K	–	Closed
931	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$1.38M	–	Closed
932	SignatureFD Atlanta, Georgia	$0	$0	–	Closed
933	SBCM Silver Bridge Capital Management Boston, Massachusetts	$0	-$855K	–	Closed
934	SMA Simply Money Advisors Cincinnati, Ohio	$0	-$7K	–	Closed
935	Sterling Capital Management Charlotte, North Carolina	$0	-$394K	–	Closed
936	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$160K	–	Closed
937	TIM Thompson Investment Management Madison, Wisconsin	$0	-$220K	–	Closed
938	Todd Asset Management Louisville, Kentucky	$0	-$33.5M	–	Closed
939	TC TradeLink Capital Chicago, Illinois	$0	-$1.21M	–	Closed
940	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$0	-$128K	–	Closed
941	TCM Twin Capital Management Mcmurray, Pennsylvania	$0	-$1.55M	–	Closed
942	WTB Washington Trust Bank Spokane, Washington	$0	-$205K	–	Closed
943	Westfield Capital Management Boston, Massachusetts	$0	-$7.17M	–	Closed
944	WAM Wood Asset Management Sarasota, Florida	$0	-$109K	–	Closed
945	WIC Woodmont Investment Counsel Nashville, Tennessee	$0	-$200K	–	Closed