← 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	Howard Capital Management Roswell, Georgia	$0	-$12.3M	0	–	Closed
1327	HI Hudock Inc Williamsport, Pennsylvania	$0	-$2K	0	–	Closed
1328	ICM IMS Capital Management Portland, Oregon	$0	-$22K	0	–	Closed
1329	Integrated Wealth Concepts Waltham, Massachusetts	$0	-$243K	0	–	Closed
1330	IAM Integre Asset Management New York	$0	-$287K	0	–	Closed
1331	IC InterOcean Capital Chicago, Illinois	$0	-$271K	0	–	Closed
1332	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$2.71M	0	–	Closed
1333	IHL Investment House LLC Redondo Beach, California	$0	-$3.79M	0	–	Closed
1334	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$451K	0	–	Closed
1335	KTA Keeley-Teton Advisors Chicago, Illinois	$0	-$230K	0	–	Closed
1336	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$20K	0	–	Closed
1337	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$1.35M	0	–	Closed
1338	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$252K	0	–	Closed
1339	Klingenstein Fields & Co New York	$0	-$204K	0	–	Closed
1340	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$2.49M	0	–	Closed
1341	LW Linscomb Wealth Houston, Texas	$0	-$241K	0	–	Closed
1342	LCG Lisanti Capital Growth New York	$0	-$558K	0	–	Closed
1343	Livforsakringsbolaget Skandia Stockholm, Sweden	$0	-$3.4M	0	–	Closed
1344	LMR Partners London, United Kingdom	$0	-$841K	0	–	Closed
1345	LPC Loeb Partners Corp New York	$0	+$286	1	0%	New
1346	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$5K	0	–	Closed
1347	LWS Lucia Wealth Services San Diego, California	$0	-$61K	0	–	Closed
1348	MC Maplelane Capital New York	$0	-$7.87M	0	–	Closed
1349	Martingale Asset Management Boston, Massachusetts	$0	-$271K	0	–	Closed
1350	Maverick Capital Dallas, Texas	$0	-$1.9M	0	–	Closed