← 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	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1002	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$31K	0	–	Closed
1003	AGF Investments Inc Toronto, Ontario, Canada	$0	-$15.8M	0	–	Closed
1004	AFG Albion Financial Group Salt Lake City, Utah	$0	-$866K	0	–	Closed
1005	Analytic Investors Los Angeles, California	$0	-$938K	0	–	Closed
1006	ATC Argent Trust Co Nashville, Tennessee	$0	-$264K	0	–	Closed
1007	Artemis Investment Management Edinburgh, United Kingdom	$0	-$3.11M	0	–	Closed
1008	AAM Azzad Asset Management Falls Church, Virginia	$0	-$499K	0	–	Closed
1009	BCM Bayesian Capital Management Brooklyn, New York	$0	-$780K	0	–	Closed
1010	BlueCrest Capital Management St Helier, Jersey	$0	-$6.83M	0	–	Closed
1011	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$123K	0	–	Closed
1012	Burney Company Reston, Virginia	$0	-$208K	0	–	Closed
1013	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$132K	0	–	Closed
1014	CA CapWealth Advisors Franklin, Tennessee	$0	-$26K	0	–	Closed
1015	CC Colrain Capital Boston, Massachusetts	$0	-$282K	0	–	Closed
1016	CIS Connors Investor Services Wyomissing, Pennsylvania	$0	-$7.06M	0	–	Closed
1017	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$6.43M	0	–	Closed
1018	CAM Cubic Asset Management Boston, Massachusetts	$0	-$2.96M	0	–	Closed
1019	Cullen Capital Management New York	$0	-$780K	0	–	Closed
1020	DIA Denver Investment Advisors Denver, Colorado	$0	-$208K	0	–	Closed
1021	EDRE Edmond de Rothschild (Europe) Luxembourg	$0	-$6K	0	–	Closed
1022	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.24M	0	–	Closed
1023	EverPoint Asset Management Stamford, Connecticut	$0	-$3.44M	0	–	Closed
1024	Fiduciary Trust Boston, Massachusetts	$0	-$386K	0	–	Closed
1025	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$1.27M	0	–	Closed