← 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	ETrade Capital Management Arlington, Virginia	$3.35M	+$16.6K	2	0.09%	Increased
477	CCT Country Club Trust Kansas City, Missouri	$3.34M	+$167K	1	0.38%	Increased
478	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$3.33M	+$227K	1	0.35%	Increased
479	SEC Seven Eight Capital New York	$3.33M	+$2.71M	1	0.18%	Increased
480	1832 Asset Management Toronto, Ontario, Canada	$3.29M	+$3.27M	1	0.01%	New
481	SWMG Signature Wealth Management Group Atlanta, Georgia	$3.29M	+$3.72K	1	2.2%	Increased
482	Fort Washington Investment Advisors Cincinnati, Ohio	$3.29M	-$22.2K	1	0.04%	Reduced
483	AIA AGF Investments America Toronto, Ontario, Canada	$3.27M	+$1.77K	1	1.11%	Increased
484	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.26M	+$78.2K	1	1.39%	Increased
485	Raymond James Trust St. Petersburg, Florida	$3.26M	+$135K	2	0.18%	Increased
486	BAM Bruderman Asset Management Locust Valley, New York	$3.24M	+$1.88K	1	0.76%	Increased
487	ISB Iowa State Bank Urbandale, Iowa	$3.23M	+$11.3K	1	1.44%	Increased
488	SSCM Summit Street Capital Management New York	$3.2M	-$214K	1	3.1%	Reduced
489	Atlantic Union Bankshares Glen Allen, Virginia	$3.2M	+$3.11M	1	0.43%	New
490	WAM World Asset Management Detroit, Michigan	$3.11M	+$77.3K	3	0.15%	Increased
491	PT Plimoth Trust Plymouth, Massachusetts	$3.11M	-$71.8K	1	1.02%	Reduced
492	NA Navellier & Associates Reno, Nevada	$3.1M	+$59.9K	2	0.48%	Increased
493	Capital International Inc Los Angeles, California	$3.07M	+$1.56M	1	0.21%	Increased
494	OAM Oxford Asset Management Oxford, United Kingdom	$3.04M	-$996K	2	0.07%	Reduced
495	SCM Stellar Capital Management Phoenix, Arizona	$3.03M	$0	1	1.98%	Maintained
496	AFM Andesa Financial Management Allentown, Pennsylvania	$3M	-$2.66M	1	2.84%	Reduced
497	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.97M	+$664K	4	0.04%	Increased
498	BOK Financial Tulsa, Oklahoma	$2.94M	-$893K	2	0.07%	Reduced
499	Marshall Wace London, United Kingdom	$2.94M	-$9.77M	3	0.02%	Reduced
500	Maverick Capital Dallas, Texas	$2.91M	+$2.83M	1	0.04%	New