← 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	% of Portfolio	Status
1301	CMG Cavalry Management Group San Francisco, California	$0	-$42.5M	–	Closed
1302	CWM Cedar Wealth Management Walnut Creek, California	$0	-$6K	–	Closed
1303	CF Centaurus Financial Anaheim, California	$0	-$164K	–	Closed
1304	CPA Clear Perspective Advisors Aurora, Illinois	$0	-$177K	–	Closed
1305	Coldstream Capital Management Bellevue, Washington	$0	-$201K	–	Closed
1306	CA Cornerstone Advisors Asheville, North Carolina	$0	-$448K	–	Closed
1307	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$3K	–	Closed
1308	Dana Investment Advisors Waukesha, Wisconsin	$0	-$2.05M	–	Closed
1309	DCCA D.C. Capital Advisors New York	$0	-$715K	–	Closed
1310	Douglass Winthrop Advisors New York	$0	-$255K	–	Closed
1311	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$372K	–	Closed
1312	EI EAM Investors Solana Beach, California	$0	-$2.13M	–	Closed
1313	EWM Edge Wealth Management New York	$0	-$5.54M	–	Closed
1314	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.34M	–	Closed
1315	EWM Elmwood Wealth Management Berkeley, California	$0	-$747	–	Closed
1316	EA Evanston Advisors Schaumburg, Illinois	$0	-$8.08M	–	Closed
1317	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$15K	–	Closed
1318	GPC Glacier Peak Capital Bellevue, Washington	$0	-$904K	–	Closed
1319	GC GMT Capital Atlanta, Georgia	$0	-$17.1M	–	Closed
1320	GFP Gryphon Financial Partners Columbus, Ohio	$0	-$57K	–	Closed
1321	Handelsbanken Fonder Stockholm, Sweden	$0	-$224K	–	Closed
1322	HBK Investments Dallas, Texas	$0	-$5.11M	–	Closed
1323	HP Hikari Power Tokyo, Japan	$0	-$222K	–	Closed
1324	HIS Horizon Investment Services Hammond, Indiana	$0	-$1.49M	–	Closed
1325	Hudson Bay Capital Management Stamford, Connecticut	$0	-$2.56M	–	Closed