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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
| $0 | -$5K | 0 | – | Closed |
|
| 1202 |
TI
Turner Investments
Berwyn,
Pennsylvania
| $0 | -$318K | 0 | – | Closed |
|
| 1203 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
| $0 | -$56.5M | 0 | – | Closed |
|
| 1204 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$1.68M | 0 | – | Closed |
|
| 1205 |
VWA
V Wealth Advisors
Overland Park,
Kansas
| $0 | -$21K | 0 | – | Closed |
|
| 1206 |
Welch Group
Birmingham,
Alabama
| $0 | -$263K | 0 | – | Closed |
|
| 1207 |
Westwood Holdings Group
Dallas,
Texas
| $0 | -$31K | 0 | – | Closed |
|
| 1208 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| $0 | -$1.1M | 0 | – | Closed |
|