← 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
1326	IWP Icon Wealth Partners Houston, Texas	$0	-$122K	0	–	Closed
1327	IAS INR Advisory Services Media, Pennsylvania	$0	-$1K	0	–	Closed
1328	JT Jump Trading Chicago, Illinois	$0	-$181K	0	–	Closed
1329	Jupiter Investment Management London, United Kingdom	$0	-$21.7M	0	–	Closed
1330	LC Landaas & Company Milwaukee, Wisconsin	$0	-$64K	0	–	Closed
1331	LF Lee Financial Dallas, Texas	$0	-$18K	0	–	Closed
1332	LPC Loeb Partners Corp New York	$0	-$16K	0	–	Closed
1333	LM Luminus Management Houston, Texas	$0	-$13.4M	0	–	Closed
1334	MSL Mackay Shields LLC New York	$0	-$2.98M	0	–	Closed
1335	MIM Macroview Investment Management Bethesda, Maryland	$0	-$3K	0	–	Closed
1336	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$429K	0	–	Closed
1337	Nikko Asset Management Americas New York	$0	-$4.37M	0	–	Closed
1338	NL NVWM LLC Yardley, Pennsylvania	$0	-$5K	0	–	Closed
1339	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$1.59M	0	–	Closed
1340	PCM Palouse Capital Management Spokane, Washington	$0	-$6.34M	0	–	Closed
1341	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$188K	0	–	Closed
1342	PCM Piermont Capital Management St. Louis, Missouri	$0	-$334K	0	–	Closed
1343	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$2K	0	–	Closed
1344	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$0	-$251K	0	–	Closed
1345	PMFA Plante Moran Financial Advisors Southfield, Michigan	$0	-$718K	0	–	Closed
1346	PIMC Praesidium Investment Management Company New York	$0	-$26.4M	0	–	Closed
1347	PM Precept Management Dallas, Texas	$0	-$3.01M	0	–	Closed
1348	PO Private Ocean San Rafael, California	$0	-$61K	0	–	Closed
1349	Prospera Financial Services Dallas, Texas	$0	-$181K	0	–	Closed
1350	RFM Royal Fund Management Lady Lake, Florida	$0	-$2.04K	1	0%	Reduced