← 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
801	Kingswood Wealth Advisors San Diego, California	$13.3M	+$548K	4	0.54%	Increased
802	CTA Clear Trail Advisors Houston, Texas	$13.3M	-$653K	1	2.03%	Reduced
803	DLP De Lisle Partners Poole, United Kingdom	$13.3M	+$9.95M	1	1.45%	New
804	AE Wealth Management Topeka, Kansas	$13.2M	-$5.43M	4	0.06%	Reduced
805	B. Metzler seel. Sohn & Co Frankfurt, Germany	$13.2M	+$149K	3	0.11%	Increased
806	Caprock Group Boise, Idaho	$13.2M	-$638K	6	0.25%	Reduced
807	Glenview Trust Louisville, Kentucky	$13.2M	+$1.14M	3	0.18%	Increased
808	Quadrant Capital Group Cincinnati, Ohio	$13.2M	+$495K	4	0.36%	Increased
809	Advisors Asset Management Monument, Colorado	$13.2M	-$3.41M	4	0.2%	Reduced
810	Moneta Group Investment Advisors St Louis, Missouri	$13.2M	+$1.53M	5	0.1%	Increased
811	RBCM Raub Brock Capital Management Larkspur, California	$13.1M	-$2.77M	1	3.61%	Reduced
812	SCM Silvant Capital Management Atlanta, Georgia	$13.1M	-$11.7M	4	0.38%	Reduced
813	NB Nicolet Bankshares Green Bay, Wisconsin	$13.1M	-$3.77M	4	0.42%	Reduced
814	CC Cornerstone Capital Palo Alto, California	$13M	+$928K	1	1.16%	Increased
815	Evelyn Partners London,	$13M	+$12.3M	2	0.03%	New
816	LSA L & S Advisors Los Angeles, California	$13M	+$128K	1	1.34%	Increased
817	New York Life Investment Management New York	$12.9M	+$1.16M	2	0.09%	Increased
818	Exchange Traded Concepts Oklahoma City, Oklahoma	$12.9M	+$1.66M	4	0.06%	Increased
819	PC Pier Capital Stamford, Connecticut	$12.9M	+$4.17M	3	1.71%	Increased
820	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$12.8M	+$9.18M	2	3.37%	New
821	Profund Advisors Bethesda, Maryland	$12.8M	+$240K	6	0.35%	Increased
822	KCM Kids Capital Management Los Angeles, California	$12.8M	+$12.1M	2	10.06%	New
823	Freestone Capital Holdings Seattle, Washington	$12.8M	+$564K	4	0.33%	Increased
824	Calamos Wealth Management Naperville, Illinois	$12.8M	-$870K	1	0.39%	Reduced
825	DJSG D.J. St. Germain Springfield, Massachusetts	$12.8M	-$52.8K	3	0.46%	Reduced