← 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
1751	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$45K	0	–	Closed
1752	AIA Group Hong Kong	$0	-$185K	0	–	Closed
1753	Albion Financial Group Salt Lake City, Utah	$0	$0	1	0%	Maintained
1754	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1755	ARMC American Research & Management Company Marion, Massachusetts	$0	$0	0	–	Closed
1756	Aptus Capital Advisors Fairhope, Alabama	$0	-$1.11M	0	–	Closed
1757	AAM Arabesque Asset Management London, United Kingdom	$0	-$1.97M	0	–	Closed
1758	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$19.1M	0	–	Closed
1759	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	0	–	Closed
1760	Barings Charlotte, North Carolina	$0	-$655K	0	–	Closed
1761	BFG Baron Financial Group Fair Lawn, New Jersey	$0	-$4.66K	0	–	Closed
1762	BMD Better Money Decisions Santa Fe, New Mexico	$0	-$8K	0	–	Closed
1763	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$0	-$82K	0	–	Closed
1764	BRF B. Riley Financial Los Angeles, California	$0	-$40K	0	–	Closed
1765	CBN Cadence Bank NA Houston, Texas	$0	-$1.05M	0	–	Closed
1766	CS Capital Square Chattanooga, Tennessee	$0	-$748K	0	–	Closed
1767	CWM Castle Wealth Management West Palm Beach, Florida	$0	$0	0	–	Closed
1768	CMG Cavalry Management Group San Francisco, California	$0	-$61.2M	0	–	Closed
1769	CWA Centennial Wealth Advisory Traverse City, Michigan	$0	-$313K	0	–	Closed
1770	Charter Oak Capital Management Portsmouth, New Hampshire	$0	-$35K	0	–	Closed
1771	Chilton Capital Management Houston, Texas	$0	-$67K	0	–	Closed
1772	CCM Compton Capital Management Providence, Rhode Island	$0	-$571K	0	–	Closed
1773	Concord Wealth Partners Abingdon, Virginia	$0	-$89K	0	–	Closed
1774	CC Corton Capital Carrying Place, Ontario, Canada	$0	-$246K	0	–	Closed
1775	CX Institutional Auburn, Indiana	$0	-$143K	0	–	Closed