← 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
1051	TC Telemus Capital Southfield, Michigan	$0	-$248K	0	–	Closed
1052	TNB Thomasville National Bank Thomasville, Georgia	$0	-$252K	0	–	Closed
1053	TH Timber Hill Greenwich, Connecticut	$0	-$4.01M	0	–	Closed
1054	Todd Asset Management Louisville, Kentucky	$0	-$2.88M	0	–	Closed
1055	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	1	0%	Maintained
1056	TSS Two Sigma Securities New York	$0	-$145K	0	–	Closed
1057	TCM Tygh Capital Management Portland, Oregon	$0	-$5.6M	0	–	Closed
1058	UBS O'Connor Chicago, Illinois	$0	-$32.7M	0	–	Closed
1059	UFF USA Financial Formulas Ada, Michigan	$0	-$423K	0	–	Closed
1060	UFA US Financial Advisors Braintree, Massachusetts	$0	$0	1	0%	Maintained
1061	VAM Verity Asset Management Durham, North Carolina	$0	-$230K	0	–	Closed
1062	VAM Visionary Asset Management Houston, Texas	$0	-$2.97M	0	–	Closed
1063	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$6.91K	1	0%	Reduced
1064	Weiss Multi-Strategy Advisers New York	$0	-$2.07M	0	–	Closed
1065	WIS Wright Investors Service Shelton, Connecticut	$0	-$266K	0	–	Closed