← 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	MCM Manchester Capital Management Manchester, Vermont	$233K	$0	1	0.03%	Maintained
852	OMERS Administration Corp Toronto, Ontario, Canada	$233K	$0	1	0%	Maintained
853	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$224K	+$215K	1	0.01%	New
854	AWA ARS Wealth Advisors St. Petersburg, Florida	$223K	-$28.3K	1	0.09%	Reduced
855	ZDA Zweig-DiMenna Associates New York	$223K	-$51.9K	1	0.02%	Reduced
856	KA Kovack Advisors Ft. Lauderdale, Florida	$222K	-$17.1K	1	0.12%	Reduced
857	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$220K	+$123	1	0.04%	Increased
858	MRCM M&R Capital Management Summit, New Jersey	$218K	$0	1	0.06%	Maintained
859	WEC Winslow Evans & Crocker Boston, Massachusetts	$218K	-$8.23K	1	0.07%	Reduced
860	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$217K	+$223K	1	0.05%	New
861	Grimes & Company Westborough, Massachusetts	$216K	+$6.14K	1	0.03%	Increased
862	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$215K	$0	1	0.04%	Maintained
863	GF Gerstein Fisher New York	$214K	+$220K	1	0.03%	New
864	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$212K	$0	1	0.02%	Maintained
865	LIM Leavell Investment Management Mobile, Alabama	$209K	+$215K	1	0.03%	New
866	BCP Blue Chip Partners Farmington Hills, Michigan	$203K	+$209K	1	0.09%	New
867	DTL Dynamic Technology Lab Singapore	$203K	-$59.7K	1	0.05%	Reduced
868	Perpetual Ltd Sydney, New South Wales, Australia	$203K	-$18.4K	1	0.02%	Reduced
869	CCB Cutter & Co Brokerage Ballwin, Missouri	$202K	+$208K	1	0.09%	New
870	RR Robotti Robert	$202K	-$905K	1	0.07%	Reduced
871	Bartlett & Co Cincinnati, Ohio	$201K	+$12.3K	1	0.01%	Increased
872	WTB Washington Trust Bank Spokane, Washington	$200K	+$11.1K	1	0.05%	Increased
873	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$189K	-$8.53K	2	0.2%	Reduced
874	TFA Toth Financial Advisory Leesburg, Virginia	$183K	+$21.3K	1	0.06%	Increased
875	Cetera Advisors Denver, Colorado	$178K	-$22.6K	1	0.01%	Reduced