← 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
1401
SGI
Summit Global Investments
Utah
$0 -$584K 0 – Closed
1402
Summit Trail Advisors
Summit Trail Advisors
New York
$0 -$134K 0 – Closed
1403
TG
TLP Group
Illinois
$0 -$170K 0 – Closed
1404
TVWM
Tower View Wealth Management
Wisconsin
$0 -$81K 0 – Closed
1405
TC
Trilogy Capital
California
$0 -$8K 0 – Closed
1406
TPWA
TRUE Private Wealth Advisors
Oregon
$0 -$92.2K 0 – Closed
1407
TC
Trust Company
Kansas
$0 -$20K 0 – Closed
1408
TCM
Tuttle Capital Management
Connecticut
$0 -$1.48M 0 – Closed
1409
VLC
Van Leeuwen & Company
New Jersey
$0 -$1.04M 0 – Closed
1410
VCM
Virtue Capital Management
Tennessee
$0 -$874K 0 – Closed
1411
VAIA
Virtus Alternative Investment Advisers
Connecticut
$0 -$65K 0 – Closed
1412
WI
WBI Investments
New Jersey
$0 -$1.42M 0 – Closed
1413
WP
WealthSource Partners
California
$0 -$200K 0 – Closed
1414
WSCM
Wellington Shields Capital Management
New York
$0 -$227K 0 – Closed
1415
WMC
Westwood Management Corporation
Illinois
$0 -$221K 0 – Closed
1416
WC
Whitney & Co
New York
$0 -$18K 0 – Closed
1417
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$0 -$43K 0 – Closed
1418
WWM
Willingdon Wealth Management
North Carolina
$0 -$3.5M 0 – Closed
1419
WP
WMS Partners
Maryland
$0 -$353K 0 – Closed
1420
Wolverine Trading
Wolverine Trading
Illinois
$0 -$2.37M 0 – Closed
1421
YEPX
Yorktown Energy Partners X
New York
$0 -$207M 0 – Closed
1422
ZIM
ZPR Investment Management
Florida
$0 -$1.51M 0 – Closed