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 |
SAM
Symphony Asset Management
San Francisco,
California
| $0 | -$2.31M | 0 | – | Closed |
|
| 1027 |
TCTC Holdings
Dallas,
Texas
| $0 | -$203K | 0 | – | Closed |
|
| 1028 |
Thomaspartners
Boston,
Massachusetts
| $0 | -$214K | 0 | – | Closed |
|
| 1029 |
TWM
Torch Wealth Management
Cincinnati,
Ohio
| $0 | -$31K | 0 | – | Closed |
|
| 1030 |
TFCP
Twin Focus Capital Partners
Boston,
Massachusetts
| $0 | -$212K | 0 | – | Closed |
|
| 1031 |
WI
Wafra Inc
New York
| $0 | -$11.4M | 0 | – | Closed |
|
| 1032 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| $0 | -$5.64M | 0 | – | Closed |
|
| 1033 |
WC
Wexford Capital
West Palm Beach,
Florida
| $0 | -$772K | 0 | – | Closed |
|
| 1034 |
WC
Whitnell & Co
Oak Brook,
Illinois
| $0 | -$2K | 0 | – | Closed |
|
| 1035 |
WAM
Wood Asset Management
Sarasota,
Florida
| $0 | -$214K | 0 | – | Closed |
|
| 1036 |
YCMGA
York Capital Management Global Advisors
New York
| $0 | -$9.39M | 0 | – | Closed |
|
| 1037 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
| $0 | -$7.71M | 0 | – | Closed |
|