← 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
1001	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$2.24M	0	–	Closed
1002	RegentAtlantic Capital Morristown, New Jersey	$0	-$83K	0	–	Closed
1003	SC Saiers Capital New York	$0	-$663K	0	–	Closed
1004	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$334K	0	–	Closed
1005	Saturna Capital Bellingham, Washington	$0	-$8K	0	–	Closed
1006	SAM Scopus Asset Management New York	$0	-$48.4M	0	–	Closed
1007	Scout Investments Kansas City, Missouri	$0	-$2.91M	0	–	Closed
1008	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$0	-$1.53M	0	–	Closed
1009	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$931K	0	–	Closed
1010	SEC Seven Eight Capital New York	$0	-$13K	0	–	Closed
1011	SM Southport Management Wilson, Wyoming	$0	-$3.42M	0	–	Closed
1012	SPC Standard Pacific Capital San Francisco, California	$0	-$16.4M	0	–	Closed
1013	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$114K	0	–	Closed
1014	SSG Summit Securities Group New York	$0	-$30K	0	–	Closed
1015	SG Swarthmore Group Philadelphia, Pennsylvania	$0	-$428K	0	–	Closed
1016	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$173K	0	–	Closed
1017	TFO Tarbox Family Office Newport Beach, California	$0	$0	1	0%	Maintained
1018	TCB Texas Capital Bancshares Dallas, Texas	$0	-$115K	0	–	Closed
1019	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	-$30K	0	–	Closed
1020	TCM Tradewinds Capital Management Bellingham, Washington	$0	-$8K	0	–	Closed
1021	VBCP Vollero Beach Capital Partners New York	$0	-$15.3M	0	–	Closed