← 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
1126	OAJ Ogorek Anthony Joseph Williamsville, New York	$1K	+$1.64K	1	0%	New
1127	RIA RPG Investment Advisory Pleasanton, California	$1K	+$961	1	0%	New
1128	WAS WESPAC Advisors SoCal Pasadena, California	$1K	+$1.64K	1	0%	New
1129	ED Exane Derivatives Paris, France	$77	+$75	1	0%	New
1130	AIM Acrospire Investment Management Chicago, Illinois	$0	-$267K	0	–	Closed
1131	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$28K	0	–	Closed
1132	AWM AllSquare Wealth Management Albany, New York	$0	+$540	1	0%	New
1133	Allstate Corporation Northbrook, Illinois	$0	-$775K	0	–	Closed
1134	Alyeska Investment Group Chicago, Illinois	$0	-$6.92M	0	–	Closed
1135	ACM Americafirst Capital Management Roseville, California	$0	-$176K	0	–	Closed
1136	AB AT Bancorp Dubuque, Iowa	$0	-$59K	0	–	Closed
1137	ACM Aviance Capital Management Sarasota, Florida	$0	-$128K	0	–	Closed
1138	Bailard Foster City, California	$0	-$3.33M	0	–	Closed
1139	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$12M	0	–	Closed
1140	BCM Bayesian Capital Management Brooklyn, New York	$0	-$342K	0	–	Closed
1141	BCM BlueMar Capital Management Miami, Florida	$0	-$411K	0	–	Closed
1142	BAM Bruderman Asset Management Locust Valley, New York	$0	-$31K	0	–	Closed
1143	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$5K	0	–	Closed
1144	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$307K	0	–	Closed
1145	Capstone Investment Advisors New York	$0	-$985K	0	–	Closed
1146	CI Global Investments Oakland, California	$0	-$15.6M	0	–	Closed
1147	CC Cipher Capital New York	$0	-$1.09M	0	–	Closed
1148	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$34.1M	0	–	Closed
1149	CG Clinton Group New York	$0	-$2.97M	0	–	Closed
1150	CCP Corient Capital Partners Newport Beach, California	$0	-$1.77M	0	–	Closed