← 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
1826	PO Private Ocean San Rafael, California	$0	$0	2	0%	Maintained
1827	QC QCM Cayman Houston, Texas	$0	-$232K	0	–	Closed
1828	QTM qPULA Trading Management New York	$0	-$209K	0	–	Closed
1829	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$0	-$210K	0	–	Closed
1830	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$5K	0	–	Closed
1831	RF Robbins Farley Bedford, New Hampshire	$0	$0	1	0%	Maintained
1832	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$224K	0	–	Closed
1833	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$201K	0	–	Closed
1834	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$218K	0	–	Closed
1835	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$2.4M	0	–	Closed
1836	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$9.56K	0	–	Closed
1837	SCA Sandy Cove Advisors Hingham, Massachusetts	$0	-$222K	0	–	Closed
1838	SLWA San Luis Wealth Advisors San Luis Obispo, California	$0	-$1K	0	–	Closed
1839	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$326K	0	–	Closed
1840	SFG Sather Financial Group Victoria, Texas	$0	-$332K	0	–	Closed
1841	SAM Scopus Asset Management New York	$0	-$7.59M	0	–	Closed
1842	SNB Security National Bank Omaha, Nebraska	$0	-$200K	0	–	Closed
1843	SWM Segment Wealth Management Houston, Texas	$0	-$200K	0	–	Closed
1844	SEC Seven Eight Capital New York	$0	-$2.62M	0	–	Closed
1845	SC Shay Capital New York	$0	-$3.41M	0	–	Closed
1846	SFM Signet Financial Management Parsippany, New Jersey	$0	-$1.02M	0	–	Closed
1847	SAM Silphium Asset Management London, United Kingdom	$0	-$243K	0	–	Closed
1848	Simon Quick Advisors Morristown, New Jersey	$0	-$89K	0	–	Closed
1849	SCM SKBA Capital Management San Francisco, California	$0	-$250K	0	–	Closed
1850	SRSA S.R. Schill & Associates Mercer Island, Washington	$0	-$276K	0	–	Closed