← 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	Edmond de Rothschild Holding Chambesy, Switzerland	$1.56M	+$151K	2	0.04%	Increased
627	Westover Capital Advisors Wilmington, Delaware	$1.51M	-$107K	1	0.89%	Reduced
628	CG Cutler Group San Francisco, California	$1.51M	-$170K	4	0.06%	Reduced
629	NewEdge Advisors New Orleans, Louisiana	$1.51M	+$146K	1	0.23%	Increased
630	Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.5M	-$171K	1	0.07%	Reduced
631	Bogart Wealth LLC Mclean, Virginia	$1.48M	+$1.43M	1	1.09%	New
632	Wolverine Trading Chicago, Illinois	$1.47M	+$188K	2	0.01%	Increased
633	CCT Capital City Trust Tallahassee, Florida	$1.44M	$0	1	0.56%	Maintained
634	Engineers Gate Manager New York	$1.44M	+$325K	1	0.12%	Increased
635	KCM Investment Advisors Greenbrae, California	$1.44M	-$56.8K	1	0.09%	Reduced
636	CC ClearArc Capital Cincinnati, Ohio	$1.43M	-$2.73M	1	0.22%	Reduced
637	CA Cornerstone Advisors Asheville, North Carolina	$1.42M	+$264K	1	0.16%	Increased
638	Denver Investment Advisors Denver, Colorado	$1.41M	+$13.2K	1	0.07%	Increased
639	Palladium Partners Norfolk, Virginia	$1.41M	-$49.1K	1	0.11%	Reduced
640	IFP Advisors Tampa, Florida	$1.4M	-$19.8K	5	0.06%	Reduced
641	CCM Compton Capital Management Providence, Rhode Island	$1.39M	-$34K	1	0.63%	Reduced
642	MM Midas Management New York	$1.38M	$0	1	0.73%	Maintained
643	OIM Opus Investment Management Worcester, Massachusetts	$1.38M	$0	1	0.25%	Maintained
644	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.38M	+$404K	2	0.02%	Increased
645	4IG 440 Investment Group Overland Park, Kansas	$1.37M	+$1.34M	1	1.04%	New
646	Truist Financial Charlotte, North Carolina	$1.36M	-$307K	2	0.03%	Reduced
647	Fred Alger Management New York	$1.36M	-$27.3K	2	0.01%	Reduced
648	Zeke Capital Advisors Berwyn, Pennsylvania	$1.36M	+$901K	2	0.19%	Increased
649	MML Investors Services Springfield, Massachusetts	$1.35M	+$105K	2	0.03%	Increased
650	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.35M	+$14K	1	1.01%	Increased