← 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
1376	LSA L & S Advisors Los Angeles, California	$0	-$5.64M	0	–	Closed
1377	MA MANA Advisors New York	$0	-$233K	0	–	Closed
1378	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$7.8M	0	–	Closed
1379	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$18K	0	–	Closed
1380	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	$0	1	0%	Maintained
1381	MNBTD Moody National Bank Trust Division Galveston, Texas	$0	-$109K	0	–	Closed
1382	MFW Mosaic Family Wealth St. Louis, Missouri	$0	-$15K	0	–	Closed
1383	MCM Murphy Capital Management Bedminster, New Jersey	$0	-$205K	0	–	Closed
1384	NICM Neo Ivy Capital Management New York	$0	-$1.33M	0	–	Closed
1385	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$100K	0	–	Closed
1386	NMC Nine Masts Capital Central, Hong Kong	$0	-$4.86K	0	–	Closed
1387	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$1.96M	0	–	Closed
1388	NSIM North Star Investment Management Chicago, Illinois	$0	-$40K	0	–	Closed
1389	OFW Omnia Family Wealth Aventura, Florida	$0	-$7K	0	–	Closed
1390	OWA One Wealth Advisors San Francisco, California	$0	-$7K	0	–	Closed
1391	O'Shaughnessy Asset Management Stamford, Connecticut	$0	+$81	1	0%	New
1392	PM Parametrica Management Wanchai, Hong Kong	$0	-$165K	0	–	Closed
1393	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$76K	0	–	Closed
1394	Pathstone Family Office Englewood, New Jersey	$0	-$4K	0	–	Closed
1395	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$54K	0	–	Closed
1396	PGA Premia Global Advisors Coral Gables, Florida	$0	-$37K	0	–	Closed
1397	Prime Capital Investment Advisors Overland Park, Kansas	$0	-$110K	0	–	Closed
1398	PGAM Princeton Global Asset Management Princeton, New Jersey	$0	-$2K	0	–	Closed
1399	Prospera Financial Services Dallas, Texas	$0	-$200K	0	–	Closed
1400	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$40K	0	–	Closed