← 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
1851	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$141K	0	–	Closed
1852	SSW Stone Summit Wealth Miami, Florida	$0	-$207K	0	–	Closed
1853	SWP Strategic Wealth Partners Independence, Ohio	$0	-$605K	0	–	Closed
1854	TFO Tarbox Family Office Newport Beach, California	$0	-$39K	0	–	Closed
1855	T TOBAM Paris, France	$0	+$562	1	0%	New
1856	Tortoise Capital Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1857	TA TrueWealth Advisors Birmingham, Alabama	$0	-$207K	0	–	Closed
1858	TLCM Twin Lakes Capital Management Redwood Shores, California	$0	-$286K	0	–	Closed
1859	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$0	-$222K	0	–	Closed
1860	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$2.62M	0	–	Closed
1861	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$367K	0	–	Closed
1862	WA WESPAC Advisors Orinda, California	$0	-$1.19M	0	–	Closed
1863	WPP Whalerock Point Partners Providence, Rhode Island	$0	-$205K	0	–	Closed
1864	WHC Wulff, Hansen & Co San Rafael, California	$0	-$234K	0	–	Closed