← 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	LWA Lenox Wealth Advisors New York	$1K	$0	1	0%	Maintained
1002	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	$0	1	0%	Maintained
1003	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1004	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1005	1832 Asset Management Toronto, Ontario, Canada	$0	-$23.7M	0	–	Closed
1006	AL Airain Ltd St. Peter Port, Guernsey	$0	-$10.7M	0	–	Closed
1007	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$19K	0	–	Closed
1008	AIM Allen Investment Management New York	$0	-$1.23M	0	–	Closed
1009	AF Ally Financial Detroit, Michigan	$0	-$1.3M	0	–	Closed
1010	ACS Archford Capital Strategies Swansea, Illinois	$0	-$23K	0	–	Closed
1011	AIP ARS Investment Partners New York	$0	-$9.2M	0	–	Closed
1012	AIM Assured Investment Management New York	$0	-$367K	0	–	Closed
1013	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$21K	0	–	Closed
1014	BO Bach Option Wanchai, Hong Kong	$0	-$219K	0	–	Closed
1015	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$3K	0	–	Closed
1016	BAC Boys Arnold & Co Asheville, North Carolina	$0	-$417K	0	–	Closed
1017	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$213K	0	–	Closed
1018	Capital Analysts LLC Fort Washington, Pennsylvania	$0	-$20K	0	–	Closed
1019	Capital Fund Management (CFM) Paris, France	$0	-$1.15M	0	–	Closed
1020	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$0	-$509K	0	–	Closed
1021	CWM Catamount Wealth Management Westport, Connecticut	$0	-$12K	0	–	Closed
1022	Chicago Partners Investment Group Chicago, Illinois	$0	-$7K	0	–	Closed
1023	CI Investments Inc Toronto, Ontario, Canada	$0	-$18.7M	0	–	Closed
1024	CG Clinton Group New York	$0	-$2.03M	0	–	Closed
1025	CTI Community Trust & Investment Versailles, Kentucky	$0	-$298K	0	–	Closed