← 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
1101	LPC Loeb Partners Corp New York	$0	-$1.53M	0	–	Closed
1102	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$2.63M	0	–	Closed
1103	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$2K	0	–	Closed
1104	LSA L & S Advisors Los Angeles, California	$0	-$3.38M	0	–	Closed
1105	Magnetar Financial Evanston, Illinois	$0	-$2.69M	0	–	Closed
1106	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$892K	0	–	Closed
1107	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$15.8M	0	–	Closed
1108	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$13.2M	0	–	Closed
1109	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$13K	0	–	Closed
1110	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1111	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$16K	0	–	Closed
1112	NONA Ninety One North America New York	$0	-$6.2M	0	–	Closed
1113	Ninety One (UK) London, United Kingdom	$0	-$94.5M	0	–	Closed
1114	NAM North American Management Boston, Massachusetts	$0	-$534K	0	–	Closed
1115	Palisade Capital Management Fort Lee, New Jersey	$0	-$3.26M	0	–	Closed
1116	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$44K	0	–	Closed
1117	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$0	-$12K	0	–	Closed
1118	PIM Progressive Investment Management Lake Oswego, Oregon	$0	-$287K	0	–	Closed
1119	Quadrature Capital London, United Kingdom	$0	-$1.98M	0	–	Closed
1120	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$141K	0	–	Closed
1121	RWG Regal Wealth Group Seal Beach, California	$0	-$5K	0	–	Closed
1122	SH SeaTown Holdings Singapore	$0	-$6.57M	0	–	Closed
1123	Seizert Capital Partners Birmingham, Michigan	$0	-$413K	0	–	Closed
1124	SM Seminole Management New York	$0	-$14.4M	0	–	Closed
1125	SignatureFD Atlanta, Georgia	$0	-$137K	0	–	Closed