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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
| $0 | -$83K | 0 | – | Closed |
|
| 1027 |
TFO
Tarbox Family Office
Newport Beach,
California
| $0 | $0 | 1 | 0% | Maintained |
|
| 1028 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $0 | -$76K | 0 | – | Closed |
|
| 1029 |
UBS O'Connor
Chicago,
Illinois
| $0 | -$124K | 0 | – | Closed |
|
| 1030 |
UPA
Union Point Advisors
San Mateo,
California
| $0 | -$4.99M | 0 | – | Closed |
|
| 1031 |
Victory Capital Management
San Antonio,
Texas
| $0 | -$48.3M | 0 | – | Closed |
|
| 1032 |
WC
Walthausen & Co
Malta,
New York
| $0 | -$4.45M | 0 | – | Closed |
|
| 1033 |
WPC
White Pine Capital
Bloomington,
Minnesota
| $0 | -$248K | 0 | – | Closed |
|
| 1034 |
Winslow Capital Management
Minneapolis,
Minnesota
| $0 | -$4K | 0 | – | Closed |
|
| 1035 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$261K | 0 | – | Closed |
|