← 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	CL Croft-Leominster Baltimore, Maryland	$0	-$274K	0	–	Closed
1027	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$202K	0	–	Closed
1028	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$0	-$365K	0	–	Closed
1029	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.06M	0	–	Closed
1030	DTL Dynamic Technology Lab Singapore	$0	-$203K	0	–	Closed
1031	Engineers Gate Manager New York	$0	-$2.13M	0	–	Closed
1032	EA Euclid Advisors Hartford, Connecticut	$0	-$9.59M	0	–	Closed
1033	Fidelity International Hamilton, Bermuda	$0	-$3.24M	0	–	Closed
1034	FRM Fox Run Management Greenwich, Connecticut	$0	-$158K	0	–	Closed
1035	GF Gerstein Fisher New York	$0	-$214K	0	–	Closed
1036	GWS Glassman Wealth Services Vienna, Virginia	$0	-$12K	0	–	Closed
1037	GBT Grove Bank & Trust Miami, Florida	$0	-$7K	0	–	Closed
1038	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$240K	0	–	Closed
1039	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$4.63M	0	–	Closed
1040	HWP Hefty Wealth Partners Auburn, Indiana	$0	-$877K	0	–	Closed
1041	IAM Impax Asset Management Portsmouth, New Hampshire	$0	-$300K	0	–	Closed
1042	IP Interval Partners New York	$0	-$4.06M	0	–	Closed
1043	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$920K	0	–	Closed
1044	LA Lucus Advisors New York	$0	-$341K	0	–	Closed
1045	Meag Munich Ergo Munich, Germany	$0	-$3M	0	–	Closed
1046	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$0	-$1K	0	–	Closed
1047	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$253K	0	–	Closed
1048	NCA NCM Capital Advisers Durham, North Carolina	$0	-$2K	0	–	Closed
1049	NERM New England Research & Management Chicago, Illinois	$0	-$505K	0	–	Closed
1050	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained