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 |
WA
WESPAC Advisors
Orinda,
California
| $0 | -$305K | 0 | – | Closed |
|
| 1402 |
Wolverine Asset Management
Chicago,
Illinois
| $0 | -$2.08M | 0 | – | Closed |
|
| 1403 |
Wolverine Trading
Chicago,
Illinois
| $0 | -$1.08M | 0 | – | Closed |
|
| 1404 |
YWP
YorkBridge Wealth Partners
New York
| $0 | -$236K | 0 | – | Closed |
|
| 1405 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
| $0 | -$703K | 0 | – | Closed |
|