← 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
926	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$4K	+$3.56K	1	0%	New
927	DSC Duncker Streett & Co St. Louis, Missouri	$4K	+$3.56K	1	0%	New
928	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$4K	+$3.77K	1	0%	New
929	SignatureFD Atlanta, Georgia	$4K	+$3.56K	1	0%	New
930	IWC Integrated Wealth Counsel Carmel, California	$2K	$0	1	0%	Maintained
931	NIM NuWave Investment Management Parsippany, New Jersey	$2K	-$554K	1	0%	Reduced
932	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
933	RWM Raffa Wealth Management Washington, District of Columbia	$1.34K	+$1.17K	2	0%	New
934	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
935	OC Oakworth Capital Birmingham, Alabama	$1K	+$1.23K	1	0%	New
936	TFO Tarbox Family Office Newport Beach, California	$1K	+$854	1	0%	New
937	7AM 7x7 Asset Management San Francisco, California	$0	-$1.51M	0	–	Closed
938	AIM Allen Investment Management New York	$0	-$169K	0	–	Closed
939	Alyeska Investment Group Chicago, Illinois	$0	-$27.5M	0	–	Closed
940	AC Amiya Capital London, United Kingdom	$0	-$16.3M	0	–	Closed
941	BUB BBVA USA Bancshares Houston, Texas	$0	-$236K	0	–	Closed
942	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$216K	0	–	Closed
943	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$2.48M	0	–	Closed
944	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$9K	0	–	Closed
945	CCM Cai Capital Management New York	$0	-$1.13M	0	–	Closed
946	Cambiar Investors Denver, Colorado	$0	-$99.6M	0	–	Closed
947	CC Carlson Capital Dallas, Texas	$0	-$12.5M	0	–	Closed
948	CDH Charles D. Hyman	$0	-$213K	0	–	Closed
949	CFSG Community Financial Services Group Newport, Vermont	$0	-$7K	0	–	Closed
950	CA Continental Advisors Park City, Utah	$0	-$273K	0	–	Closed