← 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
1276	GEA Glen Eagle Advisors Kingston, New Jersey	$2.37K	$0	1	0%	Maintained
1277	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	$0	1	0%	Maintained
1278	HI Hudock Inc Williamsport, Pennsylvania	$2K	$0	1	0%	Maintained
1279	Acadian Asset Management Boston, Massachusetts	$1K	+$1.22K	1	0%	New
1280	CIR Clear Investment Research Alpharetta, Georgia	$1K	+$885	2	0%	New
1281	GTAM Global Trust Asset Management West Palm Beach, Florida	$1K	+$736	1	0%	New
1282	GWA Guidant Wealth Advisors Palatine, Illinois	$1K	$0	1	0%	Maintained
1283	ML McAdam LLC Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
1284	NR Newfound Research Wellesley Hills, Massachusetts	$1K	$0	1	0%	Maintained
1285	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1286	AWM AllSquare Wealth Management Albany, New York	$0	-$5K	1	0%	Reduced
1287	AP Arlington Partners Birmingham, Alabama	$0	-$17K	0	–	Closed
1288	Artemis Investment Management Edinburgh, United Kingdom	$0	-$6.36M	0	–	Closed
1289	AC Ascend Capital Orinda, California	$0	-$2.6M	0	–	Closed
1290	ADL Asset Dedication LLC San Francisco, California	$0	-$149K	0	–	Closed
1291	BO Bach Option Wanchai, Hong Kong	$0	-$310K	0	–	Closed
1292	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$130K	0	–	Closed
1293	Blackstone Inc New York	$0	-$2.32M	0	–	Closed
1294	Boothbay Fund Management New York	$0	-$2.33M	0	–	Closed
1295	BC Breakline Capital New York	$0	-$2.45M	0	–	Closed
1296	BWCA Brenner West Capital Advisors New York	$0	-$24.6M	0	–	Closed
1297	B Bridgeworth Birmingham, Alabama	$0	-$62K	0	–	Closed
1298	BRF B. Riley Financial Los Angeles, California	$0	-$272K	0	–	Closed
1299	CBN Cadence Bank NA Houston, Texas	$0	-$1.59M	0	–	Closed
1300	Calamos Wealth Management Naperville, Illinois	$0	-$654K	0	–	Closed