← 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
1801	MAM Marketfield Asset Management New York	$0	-$2.24M	0	–	Closed
1802	Marquette Asset Management Minneapolis, Minnesota	$0	-$177K	0	–	Closed
1803	Martingale Asset Management Boston, Massachusetts	$0	-$428K	0	–	Closed
1804	Meag Munich Ergo Munich, Germany	$0	-$30.3M	0	–	Closed
1805	MFG Menard Financial Group Houston, Texas	$0	-$392K	0	–	Closed
1806	M&G Investment Management London, United Kingdom	$0	-$333K	0	–	Closed
1807	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$13K	0	–	Closed
1808	MVP Miller Value Partners Sarasota, Florida	$0	-$25K	0	–	Closed
1809	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$341K	0	–	Closed
1810	NXG Investment Management Dallas, Texas	$0	-$143K	0	–	Closed
1811	Obermeyer Wealth Partners Aspen, Colorado	$0	-$248K	0	–	Closed
1812	Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$138K	0	–	Closed
1813	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$276K	0	–	Closed
1814	Perigon Wealth Management San Francisco, California	$0	-$207K	0	–	Closed
1815	PAM Pinpoint Asset Management Hong Kong	$0	-$9.49M	0	–	Closed
1816	PWM Prentice Wealth Management Rochester, New York	$0	-$1K	0	–	Closed
1817	Private Ocean San Rafael, California	$0	$0	0	–	Closed
1818	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$1K	0	–	Closed
1819	Qtron Investments Boston, Massachusetts	$0	-$147K	0	–	Closed
1820	Quinn Opportunity Partners Charlottesville, Virginia	$0	-$362K	0	–	Closed
1821	Redwood Investment Management Scottsdale, Arizona	$0	-$292K	0	–	Closed
1822	Regal Investment Advisors Kentwood, Michigan	$0	-$239K	0	–	Closed
1823	RB Renasant Bank Tupelo, Mississippi	$0	-$226K	0	–	Closed
1824	RGT Wealth Advisors Dallas, Texas	$0	-$255K	0	–	Closed
1825	RF Robbins Farley Bedford, New Hampshire	$0	$0	1	0%	Maintained