← 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	Meridian Wealth Management Lexington, Kentucky	$0	-$34.7K	0	–	Closed
1352	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$132K	0	–	Closed
1353	MWC MKD Wealth Coaches Troy, Michigan	$0	-$2K	0	–	Closed
1354	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$1.06M	0	–	Closed
1355	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$6.86M	0	–	Closed
1356	Montag & Associates Atlanta, Georgia	$0	-$327K	0	–	Closed
1357	NCM Next Capital Management New York	$0	-$21K	0	–	Closed
1358	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$365K	0	–	Closed
1359	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$398K	0	–	Closed
1360	O'Shaughnessy Asset Management Stamford, Connecticut	$0	$0	0	–	Closed
1361	PCM Palouse Capital Management Spokane, Washington	$0	-$4.26M	0	–	Closed
1362	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$33K	0	–	Closed
1363	PWAM Park West Asset Management San Francisco, California	$0	-$957K	0	–	Closed
1364	PTC Petrus Trust Company Dallas, Texas	$0	-$299K	0	–	Closed
1365	Point72 Asset Management Stamford, Connecticut	$0	-$156K	0	–	Closed
1366	PW Price Wealth Austin, Texas	$0	-$130K	0	–	Closed
1367	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$95K	0	–	Closed
1368	QI Qtron Investments Boston, Massachusetts	$0	-$473K	0	–	Closed
1369	QI Quilter Investors London, United Kingdom	$0	-$2.26M	0	–	Closed
1370	RFM Royal Fund Management Lady Lake, Florida	$0	+$486	2	0%	Increased
1371	RCG Ruggie Capital Group Tavares, Florida	$0	-$2K	0	–	Closed
1372	SM Sabby Management Miami Beach, Florida	$0	-$3K	0	–	Closed
1373	SCA Sage Capital Advisors Sioux Falls, South Dakota	$0	-$3.38M	0	–	Closed
1374	SAM Sandbar Asset Management London, United Kingdom	$0	-$1.86M	0	–	Closed
1375	SCP Sandhill Capital Partners Buffalo, New York	$0	-$9.86M	0	–	Closed