← 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
1626	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1627	Altshuler Shaham Tel Aviv, Israel	$0	-$7K	0	–	Closed
1628	AC Antara Capital New York	$0	-$9.01M	0	–	Closed
1629	AI Aperture Investors New York	$0	-$4.62M	0	–	Closed
1630	AWAM Appian Way Asset Management New York	$0	-$5.18M	0	–	Closed
1631	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$485K	0	–	Closed
1632	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$236K	0	–	Closed
1633	ACM Arosa Capital Management Miami Beach, Florida	$0	-$2.75M	0	–	Closed
1634	AWA ARS Wealth Advisors St. Petersburg, Florida	$0	-$224K	0	–	Closed
1635	AP Atwood & Palmer Kansas City, Missouri	$0	-$28K	0	–	Closed
1636	AIM Axiom Investment Management New York	$0	-$182K	0	–	Closed
1637	AI AXS Investments Port Chester, New York	$0	-$389K	0	–	Closed
1638	BCM Beck Capital Management Austin, Texas	$0	-$156K	0	–	Closed
1639	BAM Bellevue Asset Management Bellevue, Washington	$0	-$1K	0	–	Closed
1640	BPM Bronson Point Management Fairfield, Connecticut	$0	-$2.07M	0	–	Closed
1641	CA Capital Advantage Walnut Creek, California	$0	-$496K	0	–	Closed
1642	CBT Capital Bank & Trust Irvine, California	$0	-$216K	0	–	Closed
1643	CS Capital Square Chattanooga, Tennessee	$0	-$947K	0	–	Closed
1644	Cartenna Capital Stamford, Connecticut	$0	-$9.96M	0	–	Closed
1645	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$0	-$224K	0	–	Closed
1646	CAC Certified Advisory Corp Altamonte Springs, Florida	$0	-$89K	0	–	Closed
1647	CVM Cheviot Value Management Beverly Hills, California	$0	-$207K	0	–	Closed
1648	DA DCM Advisors New York	$0	-$1.09M	0	–	Closed
1649	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$0	-$235K	0	–	Closed
1650	Diversified Trust Memphis, Tennessee	$0	-$634K	0	–	Closed