← 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	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$1K	0	–	Closed
1052	MC Middleton & Co Boston, Massachusetts	$0	-$338K	0	–	Closed
1053	MC Mitra Capital Boston, Massachusetts	$0	-$6.65M	0	–	Closed
1054	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$13K	0	–	Closed
1055	Moore Capital Management New York	$0	-$6.6M	0	–	Closed
1056	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$123	1	0%	New
1057	NAM Nichols Asset Management Sudbury, Massachusetts	$0	-$12.2M	0	–	Closed
1058	Nomura Holdings Tokyo, Japan	$0	-$234K	0	–	Closed
1059	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.42M	0	–	Closed
1060	NCM Novare Capital Management Charlotte, North Carolina	$0	-$339K	0	–	Closed
1061	PC Palo Capital Newport Beach, California	$0	-$241K	0	–	Closed
1062	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$196K	0	–	Closed
1063	PR Payden & Rygel Los Angeles, California	$0	-$5K	0	–	Closed
1064	Prudential plc London, England, United Kingdom	$0	-$4.32M	0	–	Closed
1065	RCS Retirement Capital Strategies San Jose, California	$0	-$256K	0	–	Closed
1066	Schonfeld Strategic Advisors New York	$0	-$1.27M	0	–	Closed
1067	SM Sciencast Management Princeton, New Jersey	$0	-$1.16M	0	–	Closed
1068	SAM Scopus Asset Management New York	$0	-$34.1M	0	–	Closed
1069	SC Searle & Co Greenwich, Connecticut	$0	-$605K	0	–	Closed
1070	Spot Trading Chicago, Illinois	$0	-$610K	0	–	Closed
1071	Stratos Wealth Partners Beachwood, Ohio	$0	-$802K	0	–	Closed
1072	TC TFS Capital West Chester, Pennsylvania	$0	-$1.89M	0	–	Closed
1073	TG TLP Group Evanston, Illinois	$0	-$626K	0	–	Closed
1074	Tokio Marine Asset Management Tokyo, Japan	$0	-$871K	0	–	Closed
1075	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$121K	0	–	Closed