← 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
626	Capstone Investment Advisors New York	$723K	+$753K	1	0.02%	New
627	SM Sciencast Management Princeton, New Jersey	$723K	+$753K	1	0.75%	New
628	IHL Investment House LLC Redondo Beach, California	$707K	+$525K	1	0.12%	Increased
629	BCM Bayesian Capital Management Brooklyn, New York	$702K	+$694K	2	1.01%	New
630	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$693K	+$113K	1	0.22%	Increased
631	Private Advisor Group Morristown, New Jersey	$685K	-$133K	1	0.03%	Reduced
632	Park National Corp Newark, Ohio	$681K	-$24.1K	1	0.05%	Reduced
633	Cetera Advisor Networks El Segundo, California	$680K	+$214K	1	0.04%	Increased
634	Sigma Planning Corp Ann Arbor, Michigan	$679K	+$15.8K	1	0.1%	Increased
635	BA BKS Advisors Southfield, Michigan	$677K	-$152K	1	0.35%	Reduced
636	Tokio Marine Asset Management Tokyo, Japan	$675K	-$49.5K	1	0.07%	Reduced
637	ODCM Old Dominion Capital Management Charlottesville, Virginia	$672K	+$10.2K	1	0.85%	Increased
638	Stratos Wealth Partners Beachwood, Ohio	$665K	+$58.2K	1	0.06%	Increased
639	Cornerstone Investment Partners Atlanta, Georgia	$655K	-$207K	1	0.02%	Reduced
640	Smithfield Trust Pittsburgh, Pennsylvania	$655K	+$812	1	0.14%	Increased
641	Janus Henderson Group London,	$651K	$0	1	0.01%	Maintained
642	Segall Bryant & Hamill Chicago, Illinois	$650K	-$1.17M	1	0.02%	Reduced
643	Fort Washington Investment Advisors Cincinnati, Ohio	$647K	+$389K	1	0.01%	Increased
644	Laurel Wealth Advisors (California) Solana Beach, California	$647K	+$673K	1	0.33%	New
645	Fiduciary Group Savannah, Georgia	$646K	-$800K	1	0.19%	Reduced
646	CIBC World Market Toronto, Ontario, Canada	$645K	+$80.1K	1	0%	Increased
647	IFS Ifrah Financial Services Little Rock, Arkansas	$640K	-$5.08K	1	0.25%	Reduced
648	BCM Birmingham Capital Management Birmingham, Alabama	$637K	$0	1	0.26%	Maintained
649	Nomura Holdings Tokyo, Japan	$637K	+$39.6K	2	0%	Increased
650	IFP Advisors Tampa, Florida	$636K	+$666K	5	0.04%	New