← 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
951	TFO Tarbox Family Office Newport Beach, California	$1K	-$921	1	0%	Reduced
952	AF Aldebaran Financial	$0	-$275K	0	–	Closed
953	ACM Americafirst Capital Management Roseville, California	$0	-$1.47M	0	–	Closed
954	AFG American Financial Group Cincinnati, Ohio	$0	-$590K	0	–	Closed
955	AP Appleton Partners Boston, Massachusetts	$0	-$203K	0	–	Closed
956	ATC Argent Trust Co Nashville, Tennessee	$0	-$384K	0	–	Closed
957	Artisan Partners Milwaukee, Wisconsin	$0	-$409M	0	–	Closed
958	AWP Ascent Wealth Partners New Hartford, New York	$0	-$222K	0	–	Closed
959	AIM Atlantic Investment Management New York	$0	-$4.39M	0	–	Closed
960	AIM Aurora Investment Management Chicago, Illinois	$0	-$118K	0	–	Closed
961	AIC AWM Investment Company New York	$0	-$1.29M	0	–	Closed
962	Baker Avenue Asset Management San Francisco, California	$0	-$159K	0	–	Closed
963	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$790K	0	–	Closed
964	BT Beacon Trust Morristown, New Jersey	$0	-$238K	0	–	Closed
965	BCP Blue Chip Partners Farmington Hills, Michigan	$0	-$118K	0	–	Closed
966	Boston Trust Walden Boston, Massachusetts	$0	-$221K	0	–	Closed
967	BCA Bray Capital Advisors Naples, Florida	$0	-$121K	0	–	Closed
968	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$168K	0	–	Closed
969	BAPIM British Airways Pensions Investment Management London, United Kingdom	$0	-$17.9M	0	–	Closed
970	Brookstone Capital Management Wheaton, Illinois	$0	-$36K	0	–	Closed
971	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$8.8M	0	–	Closed
972	BCMNY Buckingham Capital Management (New York) New York	$0	-$5.91M	0	–	Closed
973	CIM Cambria Investment Management Manhattan Beach, California	$0	-$36K	0	–	Closed
974	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$387K	0	–	Closed
975	CC Cannell & Co New York	$0	-$1.83M	0	–	Closed