← 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
2076	SVCP Silicon Valley Capital Partners San Jose, California	$0	-$20K	–	Closed
2077	SOS Silver Oak Securities Jackson, Tennessee	$0	-$221K	–	Closed
2078	Simon Quick Advisors Morristown, New Jersey	$0	-$255K	–	Closed
2079	SAM Socorro Asset Management Dallas, Texas	$0	-$8.92M	–	Closed
2080	SCM Solas Capital Management Darien, Connecticut	$0	-$5.06M	–	Closed
2081	SCA Southpoint Capital Advisors New York	$0	-$11.1M	–	Closed
2082	SAM Soviero Asset Management New York	$0	-$5.29M	–	Closed
2083	SIS Strategic Investment Solutions Orland Park, Illinois	$0	-$1.61K	–	Closed
2084	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$516K	–	Closed
2085	TCI Wealth Advisors Tucson, Arizona	$0	-$100K	–	Closed
2086	T TCWP Beachwood, Ohio	$0	-$494K	–	Closed
2087	TAM Telemark Asset Management Boston, Massachusetts	$0	-$8.57M	–	Closed
2088	TCWA Ten Capital Wealth Advisors Spokane, Washington	$0	-$41.6K	–	Closed
2089	UBS O'Connor Chicago, Illinois	$0	-$4.28M	–	Closed
2090	VC Vestor Capital Chicago, Illinois	$0	-$4.8M	–	Closed
2091	Voloridge Investment Management Jupiter, Florida	$0	-$21.9M	–	Closed
2092	Weiss Asset Management Boston, Massachusetts	$0	-$1.27M	–	Closed
2093	WBC Westpac Banking Corp Sydney, Australia	$0	-$15.5M	–	Closed
2094	WorldQuant Millennium Advisors New York	$0	-$20.8M	–	Closed
2095	Zacks Investment Management Chicago, Illinois	$0	-$973K	–	Closed