← 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
1426	AI Atom Investors Austin, Texas	$0	-$8.46M	0	–	Closed
1427	BCP Blue Chip Partners Farmington Hills, Michigan	$0	-$7.57M	0	–	Closed
1428	BC Breakline Capital New York	$0	-$3.51M	0	–	Closed
1429	CP Camelot Portfolios Maumee, Ohio	$0	-$209K	0	–	Closed
1430	CSM CAMG Solamere Management Charlotte, North Carolina	$0	-$3.65M	0	–	Closed
1431	Capital International Los Angeles, California	$0	-$206K	0	–	Closed
1432	Capital International Inc Los Angeles, California	$0	-$427K	0	–	Closed
1433	Capital International Sarl Los Angeles, California	$0	-$233K	0	–	Closed
1434	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$70K	0	–	Closed
1435	Capstone Investment Advisors New York	$0	-$23K	0	–	Closed
1436	Caption Management Oklahoma City, Oklahoma	$0	-$1.69K	0	–	Closed
1437	CMG Cavalry Management Group San Francisco, California	$0	-$17.6M	0	–	Closed
1438	CJA C-J Advisory San Jose, California	$0	-$22K	0	–	Closed
1439	CIR Clear Investment Research Alpharetta, Georgia	$0	-$1K	0	–	Closed
1440	CF CNA Financial Chicago, Illinois	$0	-$54K	0	–	Closed
1441	Credit Agricole Montrouge Cedex, France	$0	-$1.75M	1	0%	Reduced
1442	DIM DC Investments Management Mclean, Virginia	$0	-$220K	0	–	Closed
1443	ECM Engine Capital Management New York	$0	-$64K	0	–	Closed
1444	Eventide Asset Management Boston, Massachusetts	$0	-$175K	0	–	Closed
1445	FCMT Founders Capital Management (Texas) Houston, Texas	$0	-$17K	0	–	Closed
1446	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$0	-$179K	0	–	Closed
1447	GCA Gideon Capital Advisors New York	$0	-$2.31M	0	–	Closed
1448	GCM Gladius Capital Management Chicago, Illinois	$0	-$781K	0	–	Closed
1449	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	-$1K	0	–	Closed
1450	GSWM Golden State Wealth Management Santa Ana, California	$0	-$37K	0	–	Closed