← 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
501	SFI SPC Financial Inc Rockville, Maryland	$2.46M	+$78.1K	1	0.69%	Increased
502	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.45M	+$288K	1	0.48%	Increased
503	Stratos Wealth Partners Beachwood, Ohio	$2.44M	+$54.7K	1	0.14%	Increased
504	GC Globeflex Capital San Diego, California	$2.44M	-$16M	1	0.58%	Reduced
505	Shelton Capital Management Denver, Colorado	$2.43M	-$432K	3	0.17%	Reduced
506	JWM Jackson Wealth Management Lake Mary, Florida	$2.43M	+$142K	1	0.88%	Increased
507	First National Trust Hermitage, Pennsylvania	$2.42M	+$354K	1	0.31%	Increased
508	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.38M	-$510K	1	1.43%	Reduced
509	Cookson Peirce & Co Pittsburgh, Pennsylvania	$2.37M	+$403K	1	0.29%	Increased
510	Sigma Planning Corp Ann Arbor, Michigan	$2.35M	+$33.6K	1	0.23%	Increased
511	FMT First Mercantile Trust Cordova, Tennessee	$2.35M	+$276	3	0.36%	Increased
512	SMH Sanders Morris Harris Houston, Texas	$2.35M	+$1.69M	1	0.86%	Increased
513	CAM Carret Asset Management New York	$2.34M	-$15.3K	1	0.42%	Reduced
514	RegentAtlantic Capital Morristown, New Jersey	$2.34M	-$43.8K	2	0.22%	Reduced
515	Penserra Capital Management Orinda, California	$2.3M	+$379K	3	0.24%	Increased
516	Lincoln National Corp Radnor, Pennsylvania	$2.29M	+$118K	1	0.12%	Increased
517	Balentine LLC Atlanta, Georgia	$2.29M	$0	2	0.22%	Maintained
518	First Allied Advisory Services San Diego, California	$2.29M	+$342K	2	0.12%	Increased
519	TAM Tiverton Asset Management Wilimington, Delaware	$2.28M	$0	1	0.12%	Maintained
520	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.27M	+$155K	1	1.27%	Increased
521	CIM Cambria Investment Management Manhattan Beach, California	$2.26M	+$226K	2	0.76%	Increased
522	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.26M	+$1.17M	1	0.26%	Increased
523	BIC Bridges Investment Counsel Omaha, Nebraska	$2.23M	-$1.44M	1	0.65%	Reduced
524	Wolverine Asset Management Chicago, Illinois	$2.22M	+$1.29M	1	0.03%	Increased
525	PCA Private Capital Advisors Darien, Connecticut	$2.22M	+$2.1M	1	0.72%	New