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 | |
|---|---|---|---|---|---|---|---|
| 1726 |
UA
Unison Advisors
Washington,
District of Columbia
| $0 | -$3.24M | 0 | – | Closed |
|
| 1727 |
VBCG
Valley Brook Capital Group
Venetia,
Pennsylvania
| $0 | -$142K | 0 | – | Closed |
|
| 1728 |
VI
Versor Investments
New York
| $0 | -$874K | 0 | – | Closed |
|
| 1729 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
| $0 | -$1.39M | 0 | – | Closed |
|
| 1730 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
| $0 | -$4K | 0 | – | Closed |
|
| 1731 |
WIA
Wealthstreet Investment Advisors
Dallas,
Texas
| $0 | -$844K | 0 | – | Closed |
|
| 1732 |
Wedge Capital Management
Charlotte,
North Carolina
| $0 | -$837K | 0 | – | Closed |
|
| 1733 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
| $0 | -$13.4M | 0 | – | Closed |
|
| 1734 |
Y-Intercept (HK)
Hong Kong
| $0 | -$271K | 0 | – | Closed |
|