← 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
826	RCM Reynolds Capital Management Las Vegas, Nevada	$259K	+$92.9K	1	0.18%	Increased
827	ACM Alta Capital Management Salt Lake City, Utah	$256K	+$273K	1	0.02%	New
828	IRS Invictus RG (Singapore) Singapore	$253K	+$17.5K	1	0.26%	Increased
829	MBT Montecito Bank & Trust Santa Barbara, California	$250K	-$123K	1	0.15%	Reduced
830	BHA Beech Hill Advisors New York	$249K	+$238K	1	0.11%	New
831	YMRC Yorktown Management & Research Company Forest, Virginia	$247K	$0	1	0.05%	Maintained
832	ECM Everence Capital Management Goshen, Indiana	$246K	$0	1	0.09%	Maintained
833	CWA Constellation Wealth Advisors New York	$244K	+$235K	1	0.03%	New
834	CCB Cutter & Co Brokerage Ballwin, Missouri	$242K	$0	1	0.09%	Maintained
835	EEG E.E. Geduld	$240K	+$59.4K	1	0.15%	Increased
836	CM Capital Management Glen Allen, Virginia	$232K	$0	1	0.07%	Maintained
837	Fayez Sarofim & Co Houston, Texas	$232K	$0	1	0%	Maintained
838	NL NWAM LLC Mercer Island, Washington	$225K	-$5.94K	1	0.07%	Reduced
839	SCM Stux Capital Management New York	$224K	+$215K	1	0.03%	New
840	BRWM B. Riley Wealth Management Memphis, Tennessee	$223K	-$65.9K	2	0.14%	Reduced
841	MBE Michael B. Elefante	$219K	$0	1	0.09%	Maintained
842	Thomaspartners Boston, Massachusetts	$214K	$0	1	0%	Maintained
843	WAM Wood Asset Management Sarasota, Florida	$214K	+$206K	1	0.07%	New
844	LCM Landscape Capital Management Englewood, New Jersey	$213K	+$192K	1	0.14%	New
845	TFCP Twin Focus Capital Partners Boston, Massachusetts	$212K	+$203K	1	0.24%	New
846	HCM Harvest Capital Management Concord, New Hampshire	$209K	$0	1	0.1%	Maintained
847	3NC 300 North Capital Pasadena, California	$208K	+$190K	1	0.05%	New
848	BWP Baldwin Wealth Partners Marion, Massachusetts	$208K	+$200K	1	0.03%	New
849	GLI Guardian Life Insurance New York	$208K	+$1.56K	1	0.02%	Increased
850	SNS Financial Group Minneapolis, Minnesota	$208K	+$200K	1	0.08%	New