← 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	M MOTCO San Antonio, Texas	$3.28M	+$44.4K	1	0.33%	Increased
502	MF MHI Funds Woodstock, New York	$3.28M	+$3.23M	1	2.84%	New
503	MIM Marco Investment Management Atlanta, Georgia	$3.27M	-$38.9K	1	0.5%	Reduced
504	VAM Visionary Asset Management Houston, Texas	$3.27M	-$6.89K	2	0.91%	Reduced
505	ISB Iowa State Bank Urbandale, Iowa	$3.26M	-$12K	1	1.47%	Reduced
506	FPFS First Personal Financial Services Charlotte, North Carolina	$3.26M	+$66.3K	3	0.64%	Increased
507	GWM Graybill Wealth Management Elmhurst, Illinois	$3.25M	+$10.1K	1	2.35%	Increased
508	TW Transform Wealth Greenwood Village, Colorado	$3.23M	+$3.18M	1	0.6%	New
509	Scotia Capital Toronto, Ontario, Canada	$3.23M	-$943K	2	0.04%	Reduced
510	RWA Wealth Partners Newton, Massachusetts	$3.23M	-$17.1K	1	0.36%	Reduced
511	Ameritas Investment Partners Lincoln, Nebraska	$3.21M	-$2.65M	5	0.15%	Reduced
512	RIM Redpoint Investment Management Sydney, NSW, Australia	$3.21M	+$3.16M	2	0.18%	New
513	Gratus Capital Atlanta, Georgia	$3.19M	-$42.8K	1	0.41%	Reduced
514	Meag Munich Ergo Munich, Germany	$3.19M	+$3.16M	1	0.12%	New
515	Tudor Investment Corp Stamford, Connecticut	$3.17M	+$1.58M	2	0.08%	Increased
516	CAM Carret Asset Management New York	$3.15M	+$70K	1	0.49%	Increased
517	Profund Advisors Bethesda, Maryland	$3.14M	+$535K	3	0.12%	Increased
518	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.14M	-$1.15M	1	0.21%	Reduced
519	First National Trust Hermitage, Pennsylvania	$3.11M	+$210K	1	0.34%	Increased
520	JWM Jackson Wealth Management Lake Mary, Florida	$3.08M	+$13.4K	1	0.78%	Increased
521	Schonfeld Strategic Advisors New York	$3.06M	+$2.96M	2	0.25%	Increased
522	O'Shaughnessy Asset Management Stamford, Connecticut	$3.04M	-$5.08M	2	0.07%	Reduced
523	BCP Blue Chip Partners Farmington Hills, Michigan	$3.04M	+$407K	1	0.9%	Increased
524	CB Cadence Bank Tupelo, Mississippi	$3.03M	+$2.98M	1	0.29%	New
525	Marshall Wace London, United Kingdom	$3.02M	+$2.99M	2	0.13%	New