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 | |
|---|---|---|---|---|---|---|---|
| 1476 |
SGAM
Smith Group Asset Management
Dallas,
Texas
| $0 | -$21.4M | 0 | – | Closed |
|
| 1477 |
SB
Strategic Blueprint
Atlanta,
Georgia
| $0 | -$3K | 0 | – | Closed |
|
| 1478 |
SWP
Strategic Wealth Partners
Independence,
Ohio
| $0 | -$8.07K | 0 | – | Closed |
|
| 1479 |
TA
Thor Advisors
New York
| $0 | -$17K | 0 | – | Closed |
|
| 1480 |
TC
Truvestments Capital
Sarasota,
Florida
| $0 | -$65K | 0 | – | Closed |
|
| 1481 |
UMB Bank
Kansas City,
Missouri
| $0 | -$9.9M | 0 | – | Closed |
|
| 1482 |
UF
Univest Financial
Souderton,
Pennsylvania
| $0 | -$969K | 0 | – | Closed |
|
| 1483 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $0 | -$595K | 0 | – | Closed |
|
| 1484 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $0 | -$5.2M | 0 | – | Closed |
|
| 1485 |
WWM
Willingdon Wealth Management
Huntersville,
North Carolina
| $0 | -$3K | 0 | – | Closed |
|