← 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	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$110K	0	–	Closed
1352	Element Capital Management New York	$0	-$315K	0	–	Closed
1353	FC Ferris Capital Marlborough, Massachusetts	$0	-$36K	0	–	Closed
1354	Fidelity International Hamilton, Bermuda	$0	+$81	1	0%	Increased
1355	FNC First National Corp Rockland, Massachusetts	$0	$0	0	–	Closed
1356	FSA Fort Sheridan Advisors Highland Park, Illinois	$0	-$5K	0	–	Closed
1357	HAM Harber Asset Management Asheville, North Carolina	$0	-$4.76M	0	–	Closed
1358	HP Harvey Partners Tarrytown, New York	$0	-$994K	0	–	Closed
1359	HBK Investments Dallas, Texas	$0	-$732K	0	–	Closed
1360	Heritage Investors Management Corp Bethesda, Maryland	$0	-$292K	0	–	Closed
1361	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$724K	0	–	Closed
1362	IWP Icon Wealth Partners Houston, Texas	$0	-$89K	0	–	Closed
1363	IP Intellectus Partners San Francisco, California	$0	-$31K	0	–	Closed
1364	IIA IPG Investment Advisors San Diego, California	$0	-$18.5M	0	–	Closed
1365	IP Isthmus Partners Madison, Wisconsin	$0	-$1.08M	0	–	Closed
1366	JIP JBJ Investment Partners Charleston, South Carolina	$0	-$129K	0	–	Closed
1367	JIC Joel Isaacson & Co New York	$0	-$208K	0	–	Closed
1368	KC Kepos Capital New York	$0	-$4.42M	0	–	Closed
1369	KPW Kore Private Wealth New York	$0	-$64K	0	–	Closed
1370	LFA Legacy Financial Advisors Covington, Kentucky	$0	-$47K	0	–	Closed
1371	LWM Lenox Wealth Management Cincinnati, Ohio	$0	-$24K	0	–	Closed
1372	LCG Lisanti Capital Growth New York	$0	-$842K	0	–	Closed
1373	LHC Little House Capital Braintree, Massachusetts	$0	-$151K	0	–	Closed
1374	LMR Partners London, United Kingdom	$0	-$555K	0	–	Closed
1375	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$1K	0	–	Closed