← 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	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1002	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$3.53M	0	–	Closed
1003	3NC 300 North Capital Pasadena, California	$0	-$384K	0	–	Closed
1004	AR Advisory Research Chicago, Illinois	$0	-$795K	0	–	Closed
1005	Algert Global San Francisco, California	$0	-$256K	0	–	Closed
1006	Allstate Corporation Northbrook, Illinois	$0	-$4.86M	0	–	Closed
1007	AF Ally Financial Detroit, Michigan	$0	-$5.57M	0	–	Closed
1008	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$340K	0	–	Closed
1009	AGAM Avalon Global Asset Management San Francisco, California	$0	-$1.58M	0	–	Closed
1010	BAM Barrett Asset Management New York	$0	-$20K	0	–	Closed
1011	BFG Beacon Financial Group Dallas, Texas	$0	-$389K	0	–	Closed
1012	BCM Bluefin Capital Management New York	$0	-$346K	0	–	Closed
1013	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.58M	0	–	Closed
1014	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$47K	0	–	Closed
1015	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$275K	0	–	Closed
1016	Capital Advisors Inc Tulsa, Oklahoma	$0	-$6.51M	0	–	Closed
1017	Capital Fund Management (CFM) Paris, France	$0	-$2.63M	0	–	Closed
1018	Caxton Associates (New York) New York	$0	-$1.47M	0	–	Closed
1019	CCM Century Capital Management Boston, Massachusetts	$0	-$17.7M	0	–	Closed
1020	Cetera Advisors Denver, Colorado	$0	-$235K	0	–	Closed
1021	CYG Clean Yield Group Norwich, Vermont	$0	-$15K	0	–	Closed
1022	CCM Coe Capital Management Highland Park, Illinois	$0	-$5.35M	0	–	Closed
1023	CWM Concert Wealth Management San Jose, California	$0	-$1.38M	0	–	Closed
1024	CCM Concourse Capital Management Atlanta, Georgia	$0	-$8.52M	0	–	Closed
1025	Congress Asset Management Boston, Massachusetts	$0	-$325K	0	–	Closed