← 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
1726	ACM AREX Capital Management New York	$0	-$4.08M	0	–	Closed
1727	Artemis Investment Management Edinburgh, United Kingdom	$0	-$9.76M	0	–	Closed
1728	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$368K	0	–	Closed
1729	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	1	0%	Maintained
1730	AIM Athena Investment Management Orinda, California	$0	-$210K	0	–	Closed
1731	AI Atom Investors Austin, Texas	$0	-$504K	0	–	Closed
1732	ACM Aubrey Capital Management Edinburgh, United Kingdom	$0	-$1.11M	0	–	Closed
1733	ACP Aviance Capital Partners Naples, Florida	$0	-$228K	0	–	Closed
1734	Axxcess Wealth Management Carlsbad, California	$0	-$212K	0	–	Closed
1735	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$0	-$289K	0	–	Closed
1736	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$461K	0	–	Closed
1737	BCM Bayesian Capital Management Brooklyn, New York	$0	-$2.6M	0	–	Closed
1738	BFC Bedel Financial Consulting Indianapolis, Indiana	$0	-$119K	0	–	Closed
1739	BA Bellwether Advisors Lincoln, Nebraska	$0	-$3K	0	–	Closed
1740	BCM Bluefin Capital Management New York	$0	-$228K	0	–	Closed
1741	BFPW BOK Financial Private Wealth Denver, Colorado	$0	-$347K	0	–	Closed
1742	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$0	-$234K	0	–	Closed
1743	CWM Cahaba Wealth Management Atlanta, Georgia	$0	-$241K	0	–	Closed
1744	CC Cannell Capital Alta, Wyoming	$0	-$93K	0	–	Closed
1745	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$225K	0	–	Closed
1746	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$91.1K	0	–	Closed
1747	CCP Carmel Capital Partners San Diego, California	$0	-$219K	0	–	Closed
1748	CI Carroll Investors Mt Pleasant, South Carolina	$0	-$1K	0	–	Closed
1749	Cartenna Capital Stamford, Connecticut	$0	-$7.14M	0	–	Closed
1750	CWM Castle Wealth Management West Palm Beach, Florida	$0	+$32	1	0%	New