← 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
1351	ML McAdam LLC Philadelphia, Pennsylvania	$0	-$1K	0	–	Closed
1352	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$30K	0	–	Closed
1353	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$476K	0	–	Closed
1354	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$64K	0	–	Closed
1355	MCM Mitchell Capital Management Leawood, Kansas	$0	-$2.51M	0	–	Closed
1356	Montag & Associates Atlanta, Georgia	$0	-$214K	0	–	Closed
1357	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$0	-$156K	0	–	Closed
1358	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$221K	0	–	Closed
1359	Needham Investment Management New York	$0	-$413K	0	–	Closed
1360	NERM New England Research & Management Chicago, Illinois	$0	-$444K	0	–	Closed
1361	Ninety One (UK) London, United Kingdom	$0	-$2.28M	0	–	Closed
1362	OI Oakbrook Investments Lisle, Illinois	$0	-$684K	0	–	Closed
1363	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$7M	0	–	Closed
1364	OWA One Wealth Advisors San Francisco, California	$0	-$6K	0	–	Closed
1365	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$0	-$236K	0	–	Closed
1366	OAM Origin Asset Management London, United Kingdom	$0	-$382K	0	–	Closed
1367	PAM Paradigm Asset Management New York	$0	-$157K	0	–	Closed
1368	Pathstone Family Office Englewood, New Jersey	$0	+$401	1	0%	New
1369	PP PDT Partners New York	$0	-$2.3M	0	–	Closed
1370	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$216K	0	–	Closed
1371	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$106K	0	–	Closed
1372	Polen Capital Management Boca Raton, Florida	$0	-$490K	0	–	Closed
1373	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$17K	0	–	Closed
1374	PCA Private Capital Advisors Darien, Connecticut	$0	-$3.21M	0	–	Closed
1375	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$108K	0	–	Closed