← 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
776	VA VestGen Advisors Inverness, Illinois	$14.2M	+$2.61M	3	0.42%	Increased
777	PCM Pinnbrook Capital Management New York	$14.2M	+$11.6M	3	1.52%	New
778	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$14.2M	+$960K	3	0.64%	Increased
779	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$14.1M	+$9.22M	2	0.76%	Increased
780	DWA Dorsey Wright & Associates Pasadena, California	$14.1M	+$10.4M	2	2.39%	Increased
781	KM KP Management Edina, Minnesota	$14.1M	+$3.83M	2	2.65%	Increased
782	BFT Bitwise Funds Trust San Francisco, California	$14.1M	+$10.5M	1	3.11%	New
783	DCP Diameter Capital Partners New York	$14M	+$12.5M	2	1.13%	New
784	Lighthouse Investment Partners Palm Beach Gardens, Florida	$14M	+$1.98M	5	0.38%	Increased
785	BL BWCP LP Dallas, Texas	$13.9M	+$12.3M	1	1.98%	New
786	Atreides Management Boston, Massachusetts	$13.8M	+$12.4M	1	0.1%	New
787	M MOTCO San Antonio, Texas	$13.8M	-$52.8K	4	1.18%	Reduced
788	CWM Compass Wealth Management Guilford, Connecticut	$13.8M	-$761K	2	2.6%	Reduced
789	Ameritas Investment Partners Lincoln, Nebraska	$13.8M	-$11.3M	9	0.37%	Reduced
790	CIM Coleford Investment Management Toronto, Ontario, Canada	$13.7M	+$6.53M	1	2.99%	Increased
791	PAM Pegasus Asset Management Montebello, New York	$13.7M	+$39.1K	1	3.89%	Increased
792	SLG Stanley-Laman Group Berwyn, Pennsylvania	$13.6M	-$372K	2	1.38%	Reduced
793	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$13.6M	+$10.4M	2	2.02%	Increased
794	MAP Managed Asset Portfolios Rochester, Michigan	$13.5M	+$72.6K	1	1.55%	Increased
795	NP NS Partners London, United Kingdom	$13.5M	+$10.1M	1	0.58%	New
796	BOK Financial Tulsa, Oklahoma	$13.5M	-$204K	2	0.19%	Reduced
797	ET Entropy Technologies New York	$13.4M	+$9.25M	4	0.53%	Increased
798	SCM Spring Capital Management Amarillo, Texas	$13.4M	-$162K	1	6.51%	Reduced
799	CCPM Cooper Creek Partners Management New York	$13.4M	+$10.9M	1	0.32%	New
800	HFS Haverford Financial Services Radnor, Pennsylvania	$13.3M	-$81.9K	1	3.93%	Reduced