← 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	DC Darrow Company Needham, Massachusetts	$0	-$7K	0	–	Closed
1777	DCM Dean Capital Management Overland Park, Kansas	$0	-$317K	0	–	Closed
1778	DU Delphia (USA) Toronto, Ontario, Canada	$0	-$315K	0	–	Closed
1779	DEM Disciplined Equity Management Neptune Beach, Florida	$0	-$141K	0	–	Closed
1780	DA DSC Advisors Chicago, Illinois	$0	-$223K	0	–	Closed
1781	EAM Investors Solana Beach, California	$0	-$931K	0	–	Closed
1782	EP Wealth Advisors Torrance, California	$0	-$1.12M	0	–	Closed
1783	EULAV Asset Management Sarasota, Florida	$0	-$8.28M	0	–	Closed
1784	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$1K	0	–	Closed
1785	FAIM Financial Advocates Investment Management Olympia, Washington	$0	-$284K	0	–	Closed
1786	FBT First Bank & Trust Brookings, South Dakota	$0	-$345K	0	–	Closed
1787	FIA FNY Investment Advisers New York	$0	$0	1	0%	Maintained
1788	Fourpath Capital Management Oklahoma City, Oklahoma	$0	-$203K	0	–	Closed
1789	FSM Wealth Advisors Cleveland, Ohio	$0	-$456K	0	–	Closed
1790	GAM Holding Zurich, Switzerland	$0	-$2.32M	0	–	Closed
1791	Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$8K	0	–	Closed
1792	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$356K	0	–	Closed
1793	GIM Guild Investment Management Los Angeles, California	$0	-$398K	0	–	Closed
1794	HF Halpern Financial Ashburn, Virginia	$0	-$3.78K	0	–	Closed
1795	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	$0	0	–	Closed
1796	Heritage Financial Services Westwood, Massachusetts	$0	-$79K	0	–	Closed
1797	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	-$1K	0	–	Closed
1798	Kelleher Financial Advisors New York	$0	-$203K	0	–	Closed
1799	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$4K	0	–	Closed
1800	LC Legacy CG Plano, Texas	$0	-$2.35M	0	–	Closed