← 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	GBT Grove Bank & Trust Miami, Florida	$378K	+$175K	1	0.31%	Increased
852	RG Renaissance Group Covington, Kentucky	$378K	-$3.54K	1	0.01%	Reduced
853	HC Henshaw Capital Woburn, Massachusetts	$377K	$0	1	0.04%	Maintained
854	Capital Fund Management (CFM) Paris, France	$369K	-$5.79M	1	0%	Reduced
855	Dynamic Advisor Solutions Phoenix, Arizona	$366K	+$1.63K	1	0.14%	Increased
856	WA Wheatland Advisors Lancaster, Pennsylvania	$366K	$0	1	0.33%	Maintained
857	RR Robotti Robert	$365K	$0	1	0.11%	Maintained
858	WPC Waters Parkerson & Co New Orleans, Louisiana	$365K	-$7.94K	1	0.03%	Reduced
859	WIS Wright Investors Service Shelton, Connecticut	$364K	+$25.9K	1	0.15%	Increased
860	Nuveen Fund Advisors Chicago, Illinois	$363K	-$32.3K	1	0.05%	Reduced
861	BAS Brown Advisory Securities Baltimore, Maryland	$362K	+$355	1	0.09%	Increased
862	KSA Ken Stern & Associates San Diego, California	$362K	$0	1	0.17%	Maintained
863	Lido Advisors Los Angeles, California	$361K	+$106K	1	0.1%	Increased
864	P8IP Pier 88 Investment Partners San Francisco, California	$358K	-$182K	1	0.15%	Reduced
865	YWP YorkBridge Wealth Partners New York	$357K	+$99.6K	3	0.19%	Increased
866	TCM Teza Capital Management Chicago, Illinois	$356K	+$343K	1	0.1%	New
867	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$355K	$0	1	0.16%	Maintained
868	AIM Allen Investment Management New York	$354K	+$116K	1	0.02%	Increased
869	NCM Novare Capital Management Charlotte, North Carolina	$351K	+$336K	1	0.08%	New
870	WEC Winslow Evans & Crocker Boston, Massachusetts	$350K	+$71.7K	2	0.11%	Increased
871	SI SII Investments Appleton, Wisconsin	$349K	-$155K	1	0.02%	Reduced
872	WI Wedgewood Investors Erie, Pennsylvania	$345K	$0	1	0.3%	Maintained
873	MWVC Morgens Waterfall Vintiadis & Co New York	$344K	$0	1	0.3%	Maintained
874	CONA Capital One National Association New York	$342K	+$4.97K	1	0.03%	Increased
875	VFA Voya Financial Advisors Windsor, Connecticut	$341K	+$17.2K	1	0.03%	Increased