← 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	LPU Lansdowne Partners (UK) London, United Kingdom	$3.01M	-$11.2M	1	0.03%	Reduced
502	Carson Wealth (CWM LLC) Omaha, Nebraska	$3M	-$410K	2	0.15%	Reduced
503	CG Clinton Group New York	$2.97M	+$2.12M	2	0.3%	Increased
504	Boothbay Fund Management New York	$2.95M	+$1.66M	2	0.61%	Increased
505	B BancorpSouth Tupelo, Mississippi	$2.94M	+$74.5K	1	0.3%	Increased
506	RWA Wealth Partners Newton, Massachusetts	$2.94M	-$29K	1	0.36%	Reduced
507	Cookson Peirce & Co Pittsburgh, Pennsylvania	$2.93M	+$446K	1	0.33%	Increased
508	GWM Graybill Wealth Management Elmhurst, Illinois	$2.9M	+$46.8K	1	2.3%	Increased
509	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.9M	-$243K	1	1.48%	Reduced
510	SCM Stellar Capital Management Phoenix, Arizona	$2.88M	+$120K	1	2.1%	Increased
511	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.83M	+$1.04M	1	1.12%	Increased
512	BGC Blue Granite Capital Charleston, South Carolina	$2.81M	-$558K	1	1.82%	Reduced
513	PTCG Pring Turner Capital Group Alamo, California	$2.8M	+$37.3K	1	2.84%	Increased
514	Barings Charlotte, North Carolina	$2.8M	+$1.16M	2	0.08%	Increased
515	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.79M	+$142K	4	0.02%	Increased
516	CAM Carret Asset Management New York	$2.79M	+$327K	1	0.47%	Increased
517	RNC Capital Management Los Angeles, California	$2.79M	+$75.8K	1	0.22%	Increased
518	Smith Salley Wealth Management Greensboro, North Carolina	$2.78M	+$29K	1	0.56%	Increased
519	Lincoln National Corp Radnor, Pennsylvania	$2.77M	+$357K	1	0.13%	Increased
520	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.77M	-$53.3K	1	0.73%	Reduced
521	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.77M	+$11.6K	1	1.55%	Increased
522	WesBanco Bank Wheeling, West Virginia	$2.76M	-$159K	1	0.15%	Reduced
523	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.75M	+$182K	1	0.39%	Increased
524	Dai-ichi Life Insurance Company Tokyo, Japan	$2.75M	-$953K	3	0.06%	Reduced
525	CT Coastline Trust Providence, Rhode Island	$2.75M	-$35.1K	1	0.5%	Reduced