← 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
1826	RIM Rockbridge Investment Management Syracuse, New York	$0	-$40.9K	–	Closed
1827	RT Rockland Trust Hanover, Massachusetts	$0	-$212K	–	Closed
1828	SWM Scissortail Wealth Management Tulsa, Oklahoma	$0	-$3.8M	–	Closed
1829	Sculptor Capital New York	$0	-$1.23M	–	Closed
1830	SC Siena Capital Cincinnati, Ohio	$0	-$13K	–	Closed
1831	SCA Spearhead Capital Advisors Wellington, Florida	$0	-$244K	–	Closed
1832	SI Sprott Inc Toronto, Ontario, Canada	$0	-$124K	–	Closed
1833	SFG Steward Financial Group Colleyville, Texas	$0	-$29K	–	Closed
1834	SG StoneX Group New York	$0	-$59.3K	–	Closed
1835	SCA Summit Creek Advisors Minneapolis, Minnesota	$0	-$325K	–	Closed
1836	TIM Tevis Investment Management Plano, Texas	$0	-$4K	–	Closed
1837	TWP TFO Wealth Partners Maumee, Ohio	$0	-$1K	–	Closed
1838	T TOBAM Paris, France	$0	$0	–	Closed
1839	Tortoise Capital Advisors Overland Park, Kansas	$0	$0	–	Closed
1840	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$3K	–	Closed
1841	VRM Vectors Research Management New York	$0	-$25K	–	Closed
1842	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$264K	–	Closed
1843	Waldron Private Wealth Bridgeville, Pennsylvania	$0	-$233K	–	Closed
1844	WOSD WFA of San Diego San Diego, California	$0	-$35K	–	Closed
1845	Winton Group London, United Kingdom	$0	-$290K	–	Closed