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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $0 | -$258K | 0 | – | Closed |
|
| 1077 |
TCM
Tradition Capital Management
Summit,
New Jersey
| $0 | -$347K | 0 | – | Closed |
|
| 1078 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
| $0 | -$356K | 0 | – | Closed |
|
| 1079 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$786K | 0 | – | Closed |
|
| 1080 |
UFA
US Financial Advisors
Braintree,
Massachusetts
| $0 | $0 | 0 | – | Closed |
|
| 1081 |
VCM
Vigilant Capital Management
Portland,
Maine
| $0 | -$14K | 0 | – | Closed |
|
| 1082 |
VAM
Visium Asset Management
New York
| $0 | -$6.44M | 0 | – | Closed |
|
| 1083 |
Weiss Multi-Strategy Advisers
New York
| $0 | -$3.8M | 0 | – | Closed |
|
| 1084 |
Winton Group
London,
United Kingdom
| $0 | -$20.8M | 0 | – | Closed |
|
| 1085 |
Wolverine Asset Management
Chicago,
Illinois
| $0 | -$1.59M | 0 | – | Closed |
|
| 1086 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
| $0 | -$120K | 0 | – | Closed |
|