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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
SGA
Strategic Global Advisors
Newport Beach,
California
| $0 | -$446K | 0 | – | Closed |
|
| 1177 |
TCM
Teza Capital Management
Chicago,
Illinois
| $0 | -$356K | 0 | – | Closed |
|
| 1178 |
TH
Timber Hill
Greenwich,
Connecticut
| $0 | -$932K | 0 | – | Closed |
|
| 1179 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$811K | 0 | – | Closed |
|
| 1180 |
VF
Virtu Financial
New York
| $0 | -$19K | 0 | – | Closed |
|
| 1181 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $0 | -$2.04M | 0 | – | Closed |
|
| 1182 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $0 | -$286K | 0 | – | Closed |
|
| 1183 |
Waverly Advisors
Birmingham,
Alabama
| $0 | -$259K | 0 | – | Closed |
|
| 1184 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
| $0 | -$1K | 0 | – | Closed |
|
| 1185 |
WP
WealthPLAN Partners
Omaha,
Nebraska
| $0 | -$2.13K | 0 | – | Closed |
|
| 1186 |
Wolverine Asset Management
Chicago,
Illinois
| $0 | -$2.22M | 0 | – | Closed |
|
| 1187 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
| $0 | -$1.02M | 0 | – | Closed |
|