← 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
1776	GC Gillson Capital Chicago, Illinois	$0	-$930K	0	–	Closed
1777	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$1.06M	0	–	Closed
1778	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$600K	0	–	Closed
1779	HHGA Halbert Hargrove Global Advisors Long Beach, California	$0	-$215K	0	–	Closed
1780	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	$0	1	0%	Maintained
1781	HBK Sorce Advisory Erie, Pennsylvania	$0	-$245K	0	–	Closed
1782	HT Heritage Trust Oklahoma City, Oklahoma	$0	-$479K	0	–	Closed
1783	HFP Holistic Financial Partners Indianapolis, Indiana	$0	-$263K	0	–	Closed
1784	HUB Investment Partners Austin, Texas	$0	-$2.1M	0	–	Closed
1785	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$452K	0	–	Closed
1786	IRF IBM Retirement Fund Armonk, New York	$0	-$1.31M	0	–	Closed
1787	IA Icon Advisers Greenwood Village, Colorado	$0	-$668K	0	–	Closed
1788	Independent Financial Group San Diego, California	$0	-$250K	0	–	Closed
1789	Jefferies Group New York	$0	-$6.04M	0	–	Closed
1790	Journey Strategic Wealth Summit, New Jersey	$0	-$388K	0	–	Closed
1791	KWM Keebeck Wealth Management Chicago, Illinois	$0	-$1.13M	0	–	Closed
1792	Koshinski Asset Management Decatur, Illinois	$0	-$1.88K	0	–	Closed
1793	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$252K	0	–	Closed
1794	Krane Funds Advisors New York	$0	-$397K	0	–	Closed
1795	KW KWB Wealth Redlands, California	$0	-$370K	0	–	Closed
1796	LFDLE La Financiere de L'Echiquier Paris, France	$0	-$2.43M	0	–	Closed
1797	Laird Norton Wetherby Trust Company Seattle, Washington	$0	-$254K	0	–	Closed
1798	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$85K	0	–	Closed
1799	LCM LVM Capital Management Portage, Michigan	$0	-$200K	0	–	Closed
1800	MSL Mackay Shields LLC New York	$0	-$3.06M	0	–	Closed