← 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	RR Robotti Robert	$252K	$0	1	0.09%	Maintained
852	ZDA Zweig-DiMenna Associates New York	$249K	-$7.73K	1	0.02%	Reduced
853	CAM Columbia Asset Management Ann Arbor, Michigan	$248K	-$32.3K	1	0.09%	Reduced
854	HighPoint Advisor Group Downers Grove, Illinois	$247K	-$68.2K	1	0.09%	Reduced
855	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$246K	+$7.31K	1	0.06%	Increased
856	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$245K	-$38.7K	1	0.04%	Reduced
857	AIM Alambic Investment Management Belvedere, California	$244K	-$434K	1	0.06%	Reduced
858	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$241K	-$1.1K	1	0.05%	Reduced
859	Prospera Financial Services Dallas, Texas	$241K	-$46.2K	1	0.05%	Reduced
860	MRCM M&R Capital Management Summit, New Jersey	$240K	$0	1	0.07%	Maintained
861	WEC Winslow Evans & Crocker Boston, Massachusetts	$240K	$0	1	0.07%	Maintained
862	LIM Leavell Investment Management Mobile, Alabama	$239K	+$9.7K	1	0.04%	Increased
863	IP Investment Partners New Philadelphia, Ohio	$238K	+$234K	1	0.13%	New
864	RWA Ropes Wealth Advisors Boston, Massachusetts	$236K	+$112K	1	0.08%	Increased
865	Cetera Advisors Denver, Colorado	$229K	+$19.4K	1	0.02%	Increased
866	Bartlett & Co Cincinnati, Ohio	$228K	+$6.47K	1	0.01%	Increased
867	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$226K	-$498K	1	0.3%	Reduced
868	GLRA Gerald L. Ray & Associates Dallas, Texas	$223K	-$78.9K	1	0.03%	Reduced
869	AWA ARS Wealth Advisors St. Petersburg, Florida	$222K	-$22.5K	1	0.09%	Reduced
870	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$217K	+$129	2	0.2%	Increased
871	BAC Boys Arnold & Co Asheville, North Carolina	$217K	+$214K	1	0.04%	New
872	Grimes & Company Westborough, Massachusetts	$217K	-$19.4K	1	0.03%	Reduced
873	KA Kovack Advisors Ft. Lauderdale, Florida	$215K	-$28.5K	1	0.1%	Reduced
874	PCM Parsons Capital Management Providence, Rhode Island	$215K	+$211K	1	0.03%	New
875	TFA Toth Financial Advisory Leesburg, Virginia	$213K	+$2K	1	0.06%	Increased