← 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	AC Albar Capital London, United Kingdom	$0	-$7.65M	0	–	Closed
1327	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$35K	0	–	Closed
1328	AIM Allen Investment Management New York	$0	-$384K	0	–	Closed
1329	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1330	AF Ally Financial Detroit, Michigan	$0	-$806K	0	–	Closed
1331	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$33K	0	–	Closed
1332	AT Arden Trust Wilmington, Delaware	$0	-$434K	0	–	Closed
1333	AWP Ascent Wealth Partners New Hartford, New York	$0	-$16K	0	–	Closed
1334	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$5K	0	–	Closed
1335	Bailard Foster City, California	$0	-$1.36M	0	–	Closed
1336	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$81	1	0%	New
1337	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$6.47M	0	–	Closed
1338	BCFA BP Capital Fund Advisors Dallas, Texas	$0	-$1.52M	0	–	Closed
1339	Bradley Foster & Sargent Hartford, Connecticut	$0	-$2K	0	–	Closed
1340	BBNA Bremer Bank National Association St Paul, Minnesota	$0	-$14K	0	–	Closed
1341	B Bridgeworth Birmingham, Alabama	$0	-$6K	0	–	Closed
1342	Brighton Jones LLC Seattle, Washington	$0	-$218K	0	–	Closed
1343	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$2K	0	–	Closed
1344	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$18K	0	–	Closed
1345	Caption Management Oklahoma City, Oklahoma	$0	+$5.21K	1	0%	New
1346	CL CIM LLC Albany, New York	$0	-$175K	0	–	Closed
1347	CAM Columbia Asset Management Ann Arbor, Michigan	$0	-$166K	0	–	Closed
1348	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$587K	0	–	Closed
1349	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$3.67M	0	–	Closed
1350	CH CVI Holdings Wilmington, Delaware	$0	-$8K	0	–	Closed