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 | |
|---|---|---|---|---|---|---|---|
| 1126 |
SAM
Silverback Asset Management
Chapel Hill,
North Carolina
| $0 | -$413K | 0 | – | Closed |
|
| 1127 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| $0 | -$4.86M | 0 | – | Closed |
|
| 1128 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
| $0 | -$24M | 0 | – | Closed |
|
| 1129 |
TH
Timber Hill
Greenwich,
Connecticut
| $0 | -$713K | 0 | – | Closed |
|
| 1130 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
| $0 | -$3.02K | 1 | 0% | Reduced |
|
| 1131 |
Twin Tree Management
Dallas,
Texas
| $0 | -$885K | 0 | – | Closed |
|
| 1132 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$462K | 0 | – | Closed |
|
| 1133 |
Waverly Advisors
Birmingham,
Alabama
| $0 | -$211K | 0 | – | Closed |
|
| 1134 |
WOC
West Oak Capital
Westlake Village,
California
| $0 | -$16.4K | 0 | – | Closed |
|
| 1135 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
| $0 | -$116K | 0 | – | Closed |
|