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 | |
|---|---|---|---|---|---|---|---|
| 1351 |
TH
Timber Hill
Greenwich,
Connecticut
| $0 | -$5.54M | 0 | – | Closed |
|
| 1352 |
TG
TLP Group
Evanston,
Illinois
| $0 | $0 | 0 | – | Closed |
|
| 1353 |
TC
Trilogy Capital
Irvine,
California
| $0 | -$619K | 0 | – | Closed |
|
| 1354 |
UBS O'Connor
Chicago,
Illinois
| $0 | -$10.2M | 0 | – | Closed |
|
| 1355 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
| $0 | -$676K | 0 | – | Closed |
|
| 1356 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$5.13M | 0 | – | Closed |
|
| 1357 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
| $0 | -$2K | 0 | – | Closed |
|
| 1358 |
WA
Winfield Associates
Cleveland,
Ohio
| $0 | -$86K | 0 | – | Closed |
|
| 1359 |
WI
Wintrust Investments
Chicago,
Illinois
| $0 | -$633K | 0 | – | Closed |
|
| 1360 |
ZWJ Investment Counsel
Atlanta,
Georgia
| $0 | -$449K | 0 | – | Closed |
|