← 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
476	Hennessy Advisors Inc Novato, California	$2.7M	+$32.8K	1	0.08%	Increased
477	Capstone Investment Advisors New York	$2.69M	+$1.69M	1	0.08%	Increased
478	TI Turner Investments Berwyn, Pennsylvania	$2.64M	-$3.29M	2	1.06%	Reduced
479	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.63M	+$33.7K	1	1.64%	Increased
480	Capital Investment Advisors Atlanta, Georgia	$2.62M	+$2.21M	1	0.22%	Increased
481	FPFS First Personal Financial Services Charlotte, North Carolina	$2.59M	+$377K	1	0.68%	Increased
482	OAM Oxford Asset Management Oxford, United Kingdom	$2.58M	-$16.5M	1	0.09%	Reduced
483	Advisor Group Phoenix, Arizona	$2.57M	+$60.7K	5	0.06%	Increased
484	BWM Braver Wealth Management Needham, Massachusetts	$2.52M	+$84.1K	1	0.41%	Increased
485	Eastern Bank Boston, Massachusetts	$2.51M	+$16.5K	1	0.2%	Increased
486	Shelton Capital Management Denver, Colorado	$2.5M	+$37.8K	3	0.19%	Increased
487	FAB First American Bank Dundee, Illinois	$2.5M	-$67.6K	1	0.21%	Reduced
488	NA Navellier & Associates Reno, Nevada	$2.49M	+$332K	2	0.41%	Increased
489	Bragg Financial Advisors Charlotte, North Carolina	$2.47M	+$794K	1	0.41%	Increased
490	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.46M	-$168K	1	0.73%	Reduced
491	Sumitomo Life Insurance Tokyo, Japan	$2.42M	+$3.67K	1	0.34%	Increased
492	SCM Stellar Capital Management Phoenix, Arizona	$2.41M	+$2.36M	1	1.98%	New
493	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.4M	+$23.3K	1	1.49%	Increased
494	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.4M	+$2.35M	1	2.05%	New
495	PTCG Pring Turner Capital Group Alamo, California	$2.4M	+$16.4K	1	2.56%	Increased
496	CT Coastline Trust Providence, Rhode Island	$2.4M	$0	1	0.47%	Maintained
497	B BancorpSouth Tupelo, Mississippi	$2.39M	+$234K	1	0.26%	Increased
498	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.39M	$0	1	0.1%	Maintained
499	Nikko Asset Management Americas New York	$2.35M	+$2.3M	1	0.19%	New
500	DCM Dynamic Capital Management St. Helier, Jersey	$2.32M	+$2.29M	1	0.25%	New