← 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	WRM Westport Resources Management Westport, Connecticut	$1.53M	+$176K	2	0.42%	Increased
527	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.51M	+$17.9K	1	0.14%	Increased
528	PCM Princeton Capital Management Red Bank, New Jersey	$1.51M	+$49.6K	1	1.37%	Increased
529	SSA South Street Advisors New York	$1.51M	+$231K	1	0.55%	Increased
530	Cambridge Investment Research Advisors Fairfield, Iowa	$1.47M	+$134K	1	0.04%	Increased
531	AF Ally Financial Detroit, Michigan	$1.46M	-$3.69M	1	0.2%	Reduced
532	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.42M	+$333K	1	0.05%	Increased
533	FHC First Houston Capital Houston, Texas	$1.42M	-$805K	1	1.33%	Reduced
534	DC Deere & Company Moline, Illinois	$1.39M	-$3.78M	3	0.08%	Reduced
535	BAM Banta Asset Management Newport Beach, California	$1.39M	+$1.41M	1	3.05%	New
536	GMIM General Motors Investment Management New York	$1.39M	+$1.03M	2	0.11%	Increased
537	Daiwa Securities Group Tokyo, Japan	$1.39M	-$89.2K	2	0.01%	Reduced
538	SA Strategic Advisors New York	$1.38M	-$94.2K	1	0.91%	Reduced
539	WA WealthTrust Axiom Wayne, Pennsylvania	$1.38M	+$10.8K	1	0.49%	Increased
540	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.38M	-$593K	2	1.2%	Reduced
541	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.37M	+$1.53M	1	1.08%	New
542	PCM Prelude Capital Management New York	$1.34M	-$4.08K	4	0.19%	Reduced
543	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.34M	-$70.9K	1	2.62%	Reduced
544	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.33M	-$330K	1	0.01%	Reduced
545	Meiji Yasuda Life Insurance Tokyo, Japan	$1.33M	-$168K	2	0.2%	Reduced
546	United Capital Financial Advisors Irving, Texas	$1.32M	+$274K	1	0.02%	Increased
547	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.31M	+$1.17M	1	0.01%	Increased
548	AT Arden Trust Wilmington, Delaware	$1.31M	+$1.47M	1	0.18%	New
549	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.3M	$0	1	0.06%	Maintained
550	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.29M	+$94.7K	1	0.18%	Increased