← 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
851	OMERS Administration Corp Toronto, Ontario, Canada	$244K	+$215K	1	0.01%	New
852	PC Palo Capital Newport Beach, California	$241K	+$213K	1	0.19%	New
853	Homrich & Berg Atlanta, Georgia	$237K	+$209K	1	0.02%	New
854	WEC Winslow Evans & Crocker Boston, Massachusetts	$237K	-$11.6K	1	0.07%	Reduced
855	Prospera Financial Services Dallas, Texas	$236K	-$4.03K	1	0.05%	Reduced
856	Nomura Holdings Tokyo, Japan	$234K	-$413K	1	0%	Reduced
857	Perpetual Ltd Sydney, New South Wales, Australia	$231K	+$204K	1	0.02%	New
858	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$230K	-$21K	1	0.05%	Reduced
859	MRCM M&R Capital Management Summit, New Jersey	$229K	+$202K	1	0.07%	New
860	Rafferty Asset Management New York	$229K	+$214K	1	0.01%	New
861	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$226K	-$751K	1	0.05%	Reduced
862	Wedbush Securities Los Angeles, California	$224K	+$198K	1	0.04%	New
863	CONA Capital One National Association New York	$223K	+$197K	1	0.02%	New
864	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	+$196K	1	0.02%	New
865	Grimes & Company Westborough, Massachusetts	$220K	+$194K	1	0.03%	New
866	Seizert Capital Partners Birmingham, Michigan	$218K	+$192K	1	0.01%	New
867	DA Denali Advisors San Diego, California	$213K	+$188K	1	0.05%	New
868	YP Yellowstone Partners Idaho Falls, Idaho	$213K	+$188K	1	0.09%	New
869	Cetera Advisors Denver, Colorado	$209K	+$186K	1	0.02%	New
870	Burney Company Reston, Virginia	$208K	+$183K	1	0.02%	New
871	DIA Denver Investment Advisors Denver, Colorado	$208K	+$195K	1	0.01%	New
872	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$202K	+$7.63K	2	0.19%	Increased
873	QC QCM Cayman Houston, Texas	$201K	+$177K	1	0.14%	New
874	Bartlett & Co Cincinnati, Ohio	$198K	$0	1	0.01%	Maintained
875	WTB Washington Trust Bank Spokane, Washington	$198K	-$108K	1	0.05%	Reduced