← 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	MIM Macroview Investment Management Bethesda, Maryland	$0	-$2K	0	–	Closed
1002	MBE Michael B. Elefante	$0	-$219K	0	–	Closed
1003	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$15K	0	–	Closed
1004	Nikko Asset Management Americas New York	$0	-$1.53M	0	–	Closed
1005	NSIM North Star Investment Management Chicago, Illinois	$0	-$11K	0	–	Closed
1006	OI Oakbrook Investments Lisle, Illinois	$0	-$552K	0	–	Closed
1007	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$196K	0	–	Closed
1008	PA Para Advisors New York	$0	-$5.32M	0	–	Closed
1009	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$60K	0	–	Closed
1010	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.61M	0	–	Closed
1011	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$13.2M	0	–	Closed
1012	Prospera Financial Services Dallas, Texas	$0	-$337K	0	–	Closed
1013	PTC Provident Trust Company Waukesha, Wisconsin	$0	-$417K	0	–	Closed
1014	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$866K	0	–	Closed
1015	Sequoia Financial Advisors Akron, Ohio	$0	-$123K	0	–	Closed
1016	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$202K	0	–	Closed
1017	SignatureFD Atlanta, Georgia	$0	$0	1	0%	Maintained
1018	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$997K	0	–	Closed
1019	Sit Investment Associates Minneapolis, Minnesota	$0	-$47.3M	0	–	Closed
1020	SNS Financial Group Minneapolis, Minnesota	$0	-$208K	0	–	Closed
1021	ST Somerset Trust Somerset, Pennsylvania	$0	-$40K	0	–	Closed
1022	SJIM St. Johns Investment Management Jacksonville, Florida	$0	-$12K	0	–	Closed
1023	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$357K	0	–	Closed
1024	SCM Suffolk Capital Management New York	$0	-$13.6M	0	–	Closed
1025	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$741K	0	–	Closed