← 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
1301	FFG Ford Financial Group Fresno, California	$0	-$21K	0	–	Closed
1302	FC Forte Capital Rochester, New York	$0	-$205K	0	–	Closed
1303	GIPM G2 Investment Partners Management New York	$0	-$833K	0	–	Closed
1304	GC Gratry & Company Beachwood, Ohio	$0	-$285K	0	–	Closed
1305	GWA Guidant Wealth Advisors Palatine, Illinois	$0	+$492	1	0%	New
1306	HFM Hartford Financial Management Hartford, Connecticut	$0	-$2K	0	–	Closed
1307	Hennessy Advisors Inc Novato, California	$0	-$5.69M	0	–	Closed
1308	Hermes Investment Management London Uk, United Kingdom	$0	-$10.1M	0	–	Closed
1309	HH HWG Holdings Houston, Texas	$0	-$1.91M	0	–	Closed
1310	IWP Icon Wealth Partners Houston, Texas	$0	-$131K	0	–	Closed
1311	IH IFC Holdings Tampa, Florida	$0	-$856K	0	–	Closed
1312	IAM Integre Asset Management New York	$0	-$142K	0	–	Closed
1313	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$0	-$259K	0	–	Closed
1314	KTM Keeler Thomas Management Orem, Utah	$0	-$7K	0	–	Closed
1315	KC Kepos Capital New York	$0	-$4.88M	0	–	Closed
1316	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$31K	0	–	Closed
1317	Klingenstein Fields & Co New York	$0	-$610K	0	–	Closed
1318	LC Landaas & Company Milwaukee, Wisconsin	$0	-$68K	0	–	Closed
1319	LCM Landscape Capital Management Englewood, New Jersey	$0	-$1.45M	0	–	Closed
1320	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$6K	0	–	Closed
1321	LA Lucus Advisors New York	$0	-$319K	0	–	Closed
1322	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$318K	0	–	Closed
1323	MCM Maple Capital Management Montpelier, Vermont	$0	-$231K	0	–	Closed
1324	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$0	-$271K	0	–	Closed
1325	Marshall Wace London, United Kingdom	$0	-$3.02M	0	–	Closed