← 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
3501	RJA Ross\Johnson & Associates Plymouth, Minnesota	$750	+$243	2	0.01%	Increased
3502	GC Gould Capital Tacoma, Washington	$668	$0	1	0%	Maintained
3503	NWS Nvest Wealth Strategies Powell, Ohio	$487	+$364	1	0%	New
3504	FF Friedenthal Financial Marlton, New Jersey	$233	+$167	1	0%	New
3505	CFS CGC Financial Services Lake Oswego, Oregon	$216	$0	1	0%	Maintained
3506	4WM 49 Wealth Management Austin, Texas	$0	-$310K	0	–	Closed
3507	6CM 683 Capital Management New York	$0	-$1.29M	0	–	Closed
3508	APM a16z Perennial Management Menlo Park, California	$0	-$443K	0	–	Closed
3509	AU Algebris (UK) London, United Kingdom	$0	-$932K	0	–	Closed
3510	AGM Alpine Global Management New York	$0	-$107K	0	–	Closed
3511	ACM Altrius Capital Management New Bern, North Carolina	$0	-$10.2M	0	–	Closed
3512	ANB Amarillo National Bank Amarillo, Texas	$0	-$400K	0	–	Closed
3513	AC Anther Capital Hong Kong,	$0	-$255M	0	–	Closed
3514	AQR Arbitrage Greenwich, Connecticut	$0	-$11.8M	0	–	Closed
3515	ARAM Ardmore Road Asset Management New York	$0	-$14.2M	0	–	Closed
3516	ATS Ashton Thomas Securities Rochester, New York	$0	-$1.98M	0	–	Closed
3517	AAMC Asset Allocation & Management Company Chicago, Illinois	$0	-$357K	0	–	Closed
3518	Axa Paris, France	$0	-$1.54M	0	–	Closed
3519	Azora Capital LP Miami, Florida	$0	-$19.9M	0	–	Closed
3520	BA Ballast Advisors Woodbury, Minnesota	$0	-$202K	0	–	Closed
3521	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$653K	0	–	Closed
3522	BAM BOCHK Asset Management Hong Kong	$0	-$71.5K	0	–	Closed
3523	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$209K	0	–	Closed
3524	BWM Bulltick Wealth Management Miami, Florida	$0	-$218K	0	–	Closed
3525	BMCM Burns Matteson Capital Management Corning, New York	$0	-$222K	0	–	Closed