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 | |
|---|---|---|---|---|---|---|---|
| 1751 |
Weiss Multi-Strategy Advisers
New York
| $0 | -$5.62M | 0 | – | Closed |
|
| 1752 |
WCM
Weld Capital Management
New York
| $0 | -$601K | 0 | – | Closed |
|
| 1753 |
WFC
Western Financial Corp
San Diego,
California
| $0 | -$265K | 0 | – | Closed |
|
| 1754 |
Westfield Capital Management
Boston,
Massachusetts
| $0 | -$39.2M | 0 | – | Closed |
|
| 1755 |
WI
Wintrust Investments
Chicago,
Illinois
| $0 | -$597K | 0 | – | Closed |
|
| 1756 |
Wolverine Asset Management
Chicago,
Illinois
| $0 | -$1.46M | 0 | – | Closed |
|
| 1757 |
XS
XR Securities
Chicago,
Illinois
| $0 | -$107K | 0 | – | Closed |
|