← 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	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$76	1	0%	Increased
1327	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1328	APW Acima Private Wealth Richmond, Virginia	$0	-$11K	0	–	Closed
1329	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$1.03M	0	–	Closed
1330	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1331	AWM Alterna Wealth Management Houston, Texas	$0	-$447K	0	–	Closed
1332	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$0	-$915K	0	–	Closed
1333	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$6.87M	0	–	Closed
1334	BO Bach Option Wanchai, Hong Kong	$0	-$536K	0	–	Closed
1335	BII Bainco International Investors Boston, Massachusetts	$0	-$310K	0	–	Closed
1336	BC Banced Corp Edwardsville, Illinois	$0	-$318K	0	–	Closed
1337	BCM Bayesian Capital Management Brooklyn, New York	$0	-$263K	0	–	Closed
1338	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$96K	0	–	Closed
1339	Bowen Hanes & Co Ponte Vedra Beach, Florida	$0	-$1.09M	0	–	Closed
1340	B BP London, United Kingdom	$0	-$3.09M	0	–	Closed
1341	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$0	-$3K	0	–	Closed
1342	Bridgeway Capital Management Houston, Texas	$0	-$165K	0	–	Closed
1343	Caption Management Oklahoma City, Oklahoma	$0	-$12K	0	–	Closed
1344	CC Carlson Capital Dallas, Texas	$0	-$9.82M	0	–	Closed
1345	Caxton Associates (New York) New York	$0	-$432K	0	–	Closed
1346	CT Chicago Trust Grayslake, Illinois	$0	-$233K	0	–	Closed
1347	CAM ClariVest Asset Management San Diego, California	$0	-$235K	0	–	Closed
1348	CA Claro Advisors Boston, Massachusetts	$0	-$26K	0	–	Closed
1349	CC Claybrook Capital Wellesley, Massachusetts	$0	-$145K	0	–	Closed
1350	CYG Clean Yield Group Norwich, Vermont	$0	-$15K	0	–	Closed