← 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	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$530K	0	–	Closed
1002	CCS Crosspoint Capital Strategies Orinda, California	$0	-$13K	0	–	Closed
1003	CCM Cupps Capital Management Chicago, Illinois	$0	-$9.97M	0	–	Closed
1004	Curi RMB Capital Chicago, Illinois	$0	-$284K	0	–	Closed
1005	Diversified Trust Memphis, Tennessee	$0	-$305K	0	–	Closed
1006	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$243K	0	–	Closed
1007	DTL Dynamic Technology Lab Singapore	$0	-$763K	0	–	Closed
1008	Eastern Bank Boston, Massachusetts	$0	-$471K	0	–	Closed
1009	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$291K	0	–	Closed
1010	EIM Essex Investment Management Boston, Massachusetts	$0	-$330K	0	–	Closed
1011	ECM Exchange Capital Management Ann Arbor, Michigan	$0	-$2K	0	–	Closed
1012	FCT Family Capital Trust Peabody, Massachusetts	$0	-$16K	0	–	Closed
1013	FAAM First Allied Asset Management San Diego, California	$0	-$5.84M	0	–	Closed
1014	FCCM First City Capital Management Savannah, Georgia	$0	-$460K	0	–	Closed
1015	FNYS First New York Securities New York	$0	-$280K	0	–	Closed
1016	GP GLG Partners London, United Kingdom	$0	-$8.26M	0	–	Closed
1017	Hancock Whitney Gulfport, Mississippi	$0	-$6.02M	0	–	Closed
1018	HIC Harvey Investment Company Louisville, Kentucky	$0	-$289K	0	–	Closed
1019	HC HHG & Company Darien, Connecticut	$0	-$166K	0	–	Closed
1020	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$7K	0	–	Closed
1021	IC Intersect Capital San Ramon, California	$0	+$8.57K	1	0%	New
1022	IB Intrust Bank Wichita, Kansas	$0	-$290K	0	–	Closed
1023	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$328K	0	–	Closed
1024	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$15K	0	–	Closed
1025	KAM Keeley Asset Management Chicago, Illinois	$0	-$2.3M	0	–	Closed