← 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
1026	Pathstone Family Office Englewood, New Jersey	$0	-$3K	0	–	Closed
1027	PP PDT Partners New York	$0	-$17M	0	–	Closed
1028	PIM Penobscot Investment Management Boston, Massachusetts	$0	-$204K	0	–	Closed
1029	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$314K	0	–	Closed
1030	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$330K	0	–	Closed
1031	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$1.12M	0	–	Closed
1032	QC QCM Cayman Houston, Texas	$0	-$205K	0	–	Closed
1033	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$503K	0	–	Closed
1034	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$16K	0	–	Closed
1035	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$253K	0	–	Closed
1036	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$385K	0	–	Closed
1037	SC Skylands Capital Milwaukee, Wisconsin	$0	-$416K	0	–	Closed
1038	SFM Systematic Financial Management Teaneck, New Jersey	$0	-$2.31M	0	–	Closed
1039	TWI Thomas White International Chicago, Illinois	$0	-$1.02M	0	–	Closed
1040	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	1	0%	Maintained
1041	TC Trust Company Manhattan, Kansas	$0	-$2K	0	–	Closed
1042	UFA US Financial Advisors Braintree, Massachusetts	$0	$0	1	0%	Maintained
1043	Viking Global Investors Stamford, Connecticut	$0	-$209M	0	–	Closed
1044	Voloridge Investment Management Jupiter, Florida	$0	-$25M	0	–	Closed
1045	WI WBI Investments Red Bank, New Jersey	$0	-$4.8M	0	–	Closed
1046	WCM Wealthcare Capital Management Richmond, Virginia	$0	$0	1	0%	Maintained
1047	WA WealthTrust-Arizona Scottsdale, Arizona	$0	-$15K	0	–	Closed
1048	WSCM Wellington Shields Capital Management New York	$0	-$18K	0	–	Closed
1049	ZDA Zweig-DiMenna Associates New York	$0	-$149K	0	–	Closed