← 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
526	BFO Boston Family Office Boston, Massachusetts	$30.5M	+$2.63M	3	1.85%	Increased
527	RG Renaissance Group Covington, Kentucky	$30.5M	-$2.71M	3	1.24%	Reduced
528	Select Equity Group New York	$30.4M	+$8.03M	1	0.15%	Increased
529	Cable Car Capital San Francisco, California	$30.1M	+$26.5M	2	0.65%	New
530	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$30.1M	+$26M	2	1.13%	New
531	Boston Trust Walden Boston, Massachusetts	$30.1M	+$4.74M	1	0.23%	Increased
532	Waverly Advisors Birmingham, Alabama	$29.8M	+$10.6M	5	0.17%	Increased
533	Nykredit A/S Nordhavn, Denmark	$29.8M	+$32.2M	4	0.11%	New
534	Bragg Financial Advisors Charlotte, North Carolina	$29.5M	+$150K	1	0.79%	Increased
535	Peregrine Capital Management Minneapolis, Minnesota	$29.3M	+$5.45M	2	0.95%	Increased
536	GWM GDS Wealth Management Flower Mound, Texas	$29.3M	+$1.13M	2	1.39%	Increased
537	Chicago Capital Chicago, Illinois	$29.2M	+$768K	2	0.7%	Increased
538	OHIS Oak Harvest Investment Services Houston, Texas	$29.2M	+$10M	3	2.72%	Increased
539	Concurrent Investment Advisors Tampa, Florida	$28.7M	+$5.83M	9	0.24%	Increased
540	Park Avenue Securities New York	$28.7M	+$16.7M	6	0.18%	Increased
541	WesBanco Bank Wheeling, West Virginia	$28.5M	-$1.25M	1	0.71%	Reduced
542	Private Advisor Group Morristown, New Jersey	$28.5M	-$4.41M	7	0.13%	Reduced
543	Stephens Inc Little Rock, Arkansas	$28.5M	+$631K	5	0.32%	Increased
544	Dakota Wealth Management Palm Beach Gardens, Florida	$28.4M	+$13.6M	2	0.54%	Increased
545	Arax Advisory Partners Denver, Colorado	$28.3M	+$18M	10	0.19%	Increased
546	Atria Investments Charlotte, North Carolina	$28.3M	-$3.3M	7	0.28%	Reduced
547	Allstate Corporation Northbrook, Illinois	$28.2M	-$4.05M	4	0.28%	Reduced
548	FLII First Long Island Investors Jericho, New York	$28.1M	+$4.4M	1	1.99%	Increased
549	RWA Wealth Partners Newton, Massachusetts	$28M	+$3.62M	2	0.27%	Increased
550	ASR Vermogensbeheer Utrecht, Netherlands	$28M	-$2.49M	3	0.29%	Reduced