← 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	% of Portfolio	Status
1351	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$2.99M	–	Closed
1352	TI Telemetry Investments New York	$0	-$247K	–	Closed
1353	TCM Timpani Capital Management Milwaukee, Wisconsin	$0	-$1.32M	–	Closed
1354	TAM Tiverton Asset Management Wilimington, Delaware	$0	-$1.42M	–	Closed
1355	TWM Torch Wealth Management Cincinnati, Ohio	$0	-$1.46M	–	Closed
1356	UMB Bank Kansas City, Missouri	$0	-$13.9M	–	Closed
1357	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$5M	–	Closed
1358	WI WBI Investments Red Bank, New Jersey	$0	-$13.1M	–	Closed
1359	WP WealthSource Partners San Luis Obispo, California	$0	-$209K	–	Closed
1360	WDL Well Done LLC Holland, Michigan	$0	-$159K	–	Closed
1361	WSCM Wellington Shields Capital Management New York	$0	-$209K	–	Closed
1362	WA WESPAC Advisors Orinda, California	$0	-$2.71M	–	Closed
1363	WAS WESPAC Advisors SoCal Pasadena, California	$0	-$1K	–	Closed
1364	WIA Westbourne Investment Advisors Annapolis, Maryland	$0	-$460K	–	Closed
1365	WPP Whalerock Point Partners Providence, Rhode Island	$0	-$492K	–	Closed
1366	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	-$13K	–	Closed