← 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	% of Portfolio	Status
1801	MAM McCarthy Asset Management Redwood Shores, California	$0	-$44K	–	Closed
1802	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$23K	–	Closed
1803	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$68K	–	Closed
1804	MCM Mendel Capital Management Little Rock, Arkansas	$0	-$237K	–	Closed
1805	MIC Meridian Investment Counsel Lafayette, California	$0	-$207K	–	Closed
1806	MHS M Holdings Securities Portland, Oregon	$0	-$228K	–	Closed
1807	MWA Miller Wealth Advisors Ridgeway, Colorado	$0	-$5K	–	Closed
1808	MA MJP Associates Farmington, Connecticut	$0	-$239K	–	Closed
1809	Mondrian Investment Partners London, United Kingdom	$0	-$53K	–	Closed
1810	MIS Morningstar Investment Services Chicago, Illinois	$0	-$204K	–	Closed
1811	NICM Neo Ivy Capital Management New York	$0	-$910K	–	Closed
1812	NPT Nixon Peabody Trust Boston, Massachusetts	$0	-$229K	–	Closed
1813	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$340K	–	Closed
1814	Old Mission Capital Chicago, Illinois	$0	-$402K	–	Closed
1815	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$2.74M	–	Closed
1816	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$306K	–	Closed
1817	Oribel Capital Management New York	$0	-$3.5M	–	Closed
1818	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$1.78M	–	Closed
1819	Ossiam Paris, France	$0	-$24K	–	Closed
1820	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$1.7M	–	Closed
1821	PAG Paladin Advisory Group Clive, Iowa	$0	-$215K	–	Closed
1822	PM Parametrica Management Wanchai, Hong Kong	$0	-$181K	–	Closed
1823	PI Parkside Investments Deerfield, Illinois	$0	-$3K	–	Closed
1824	PEAK6 Investments Chicago, Illinois	$0	-$855K	–	Closed
1825	PA Perennial Advisors New York	$0	-$230K	–	Closed