← 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
1376	SAM Scopus Asset Management New York	$0	-$13.7M	–	Closed
1377	SFA Semmax Financial Advisors Winston Salem, North Carolina	$0	-$3K	–	Closed
1378	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$53K	–	Closed
1379	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$330K	–	Closed
1380	SL Signition LP New York	$0	-$783K	–	Closed
1381	SCA Sippican Capital Advisors Boston, Massachusetts	$0	-$209K	–	Closed
1382	SCM Solas Capital Management Darien, Connecticut	$0	-$2.68M	–	Closed
1383	SouthState Corp Winter Haven, Florida	$0	-$229K	–	Closed
1384	SMFS Squar Milner Financial Services Irvine, California	$0	-$30K	–	Closed
1385	SWA Stratos Wealth Advisors Beachwood, Ohio	$0	-$204K	–	Closed
1386	SSG Summit Securities Group New York	$0	-$225K	–	Closed
1387	SCP Syntal Capital Partners Midland, Texas	$0	-$217K	–	Closed
1388	SFM Systematic Financial Management Teaneck, New Jersey	$0	-$96K	–	Closed
1389	TA TCG Advisors Austin, Texas	$0	-$7K	–	Closed
1390	TEE Tibra Equities Europe London, United Kingdom	$0	-$974K	–	Closed
1391	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$13K	–	Closed
1392	TMC Trellus Management Company Delray Beach, Florida	$0	-$574K	–	Closed
1393	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$31K	–	Closed
1394	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$1.46M	–	Closed
1395	UAS United Asset Strategies Garden City, New York	$0	-$3K	–	Closed
1396	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$0	-$1.5M	–	Closed
1397	VCM Violich Capital Management San Francisco, California	$0	-$189K	–	Closed
1398	Walleye Trading New York	$0	-$594K	–	Closed
1399	WTB Washington Trust Bank Spokane, Washington	$0	-$223K	–	Closed
1400	W WealthStone Columbus, Ohio	$0	-$96.4K	–	Closed