← 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	VAM Visionary Asset Management Houston, Texas	$3.17M	-$80.6K	2	0.92%	Reduced
477	NA Neuburgh Advisers Los Angeles, California	$3.17M	+$654K	1	0.12%	Increased
478	RWA Wealth Partners Newton, Massachusetts	$3.15M	+$247K	1	0.36%	Increased
479	M MOTCO San Antonio, Texas	$3.15M	+$3.07M	1	0.32%	Increased
480	Gratus Capital Atlanta, Georgia	$3.14M	$0	1	0.44%	Maintained
481	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$3.14M	$0	2	0.35%	Maintained
482	FPFS First Personal Financial Services Charlotte, North Carolina	$3.1M	+$33.3K	2	0.65%	Increased
483	Capital International Inc Los Angeles, California	$3.07M	-$2.07M	1	0.45%	Reduced
484	SCA Secor Capital Advisors New York	$3.05M	+$2.91M	1	0.29%	New
485	AIM Arcadia Investment Management Kalamazoo, Michigan	$3.04M	+$122K	1	0.93%	Increased
486	GWM Greenwich Wealth Management Greenwich, Connecticut	$3.03M	-$196K	1	0.52%	Reduced
487	CAM Carret Asset Management New York	$3M	+$239K	1	0.48%	Increased
488	GWM Graybill Wealth Management Elmhurst, Illinois	$2.99M	+$36.4K	1	2.21%	Increased
489	B BancorpSouth Tupelo, Mississippi	$2.95M	+$48.7K	1	0.29%	Increased
490	NAM NorthCoast Asset Management Greenwich, Connecticut	$2.94M	+$2.64M	1	0.35%	New
491	SMH Sanders Morris Harris Houston, Texas	$2.92M	+$2.89M	1	1.25%	New
492	JWM Jackson Wealth Management Lake Mary, Florida	$2.92M	+$134K	1	0.79%	Increased
493	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.89M	+$167K	1	0.37%	Increased
494	SCM Stellar Capital Management Phoenix, Arizona	$2.88M	+$34.7K	1	2.03%	Increased
495	FMT First Mercantile Trust Cordova, Tennessee	$2.88M	-$12.4K	3	0.52%	Reduced
496	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.84M	+$76.1K	4	0.02%	Increased
497	First National Trust Hermitage, Pennsylvania	$2.81M	+$129K	1	0.33%	Increased
498	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.79M	-$571K	1	1.02%	Reduced
499	Smith Salley Wealth Management Greensboro, North Carolina	$2.76M	+$18.3K	1	0.53%	Increased
500	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.76M	+$27.5K	1	1.49%	Increased