← 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	EFS Essex Financial Services Essex, Connecticut	$0	-$376K	0	–	Closed
1327	Fidelity International Hamilton, Bermuda	$0	$0	1	0%	Maintained
1328	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$214K	0	–	Closed
1329	GAM GQ Asset Management New York City, New York	$0	-$209K	0	–	Closed
1330	GC Grace Capital Quincy, Massachusetts	$0	-$516K	0	–	Closed
1331	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$288K	0	–	Closed
1332	HCA Harbour Capital Advisors Tysons Corner, Virginia	$0	-$381K	0	–	Closed
1333	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$3K	0	–	Closed
1334	HS Horan Securities Cincinnati, United States	$0	-$2K	0	–	Closed
1335	Hudson Bay Capital Management Stamford, Connecticut	$0	-$1.03M	0	–	Closed
1336	ING Group Amsterdam, Netherlands	$0	-$824K	0	–	Closed
1337	IP Interval Partners New York	$0	-$14M	0	–	Closed
1338	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$945K	0	–	Closed
1339	JWM Janiczek Wealth Management Denver, Colorado	$0	-$17K	0	–	Closed
1340	JCM Julex Capital Management Wellesley, Massachusetts	$0	-$1K	0	–	Closed
1341	JT Jump Trading Chicago, Illinois	$0	-$302K	0	–	Closed
1342	Jupiter Investment Management London, United Kingdom	$0	-$5.67M	0	–	Closed
1343	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$2.04M	0	–	Closed
1344	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$5K	0	–	Closed
1345	KPCM Kings Point Capital Management Great Neck, New York	$0	-$28K	0	–	Closed
1346	Larson Financial Group St Louis, Missouri	$0	-$6K	0	–	Closed
1347	Magnetar Financial Evanston, Illinois	$0	-$296K	0	–	Closed
1348	MCC Malaga Cove Capital Pv Estates, California	$0	-$428K	0	–	Closed
1349	MF Manchester Financial Westlake Village, California	$0	-$13K	0	–	Closed
1350	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$24	1	0%	Reduced