← 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
876	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$11.4M	+$8.54M	1	1.11%	New
877	Longaeva Partners Chicago, Illinois	$11.4M	+$3.2M	2	0.25%	Increased
878	MWA Meridian Wealth Advisors Austin, Texas	$11.4M	+$635K	3	1.29%	Increased
879	Confluence Wealth Services Mcmurray, Pennsylvania	$11.4M	+$3.98M	3	0.33%	Increased
880	Dai-ichi Life Insurance Company Tokyo, Japan	$11.3M	-$303K	3	0.27%	Reduced
881	Axxcess Wealth Management Carlsbad, California	$11.3M	+$2.57M	2	0.18%	Increased
882	Fiera Capital (Canada) Montreal, Quebec, Canada	$11.2M	-$7.35M	1	0.04%	Reduced
883	W.H. Reaves & Co Jersey City, New Jersey	$11.2M	+$9.13M	1	0.17%	New
884	Crawford Investment Counsel Atlanta, Georgia	$11.2M	-$4.56M	2	0.19%	Reduced
885	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$11.1M	-$159K	1	1.63%	Reduced
886	Apollon Wealth Management Mount Pleasant, South Carolina	$11.1M	+$1.05M	6	0.13%	Increased
887	CCS Concentric Capital Strategies Stamford, Connecticut	$11.1M	-$3.72M	5	0.61%	Reduced
888	MNBTD Moody National Bank Trust Division Galveston, Texas	$11.1M	+$6.26M	3	0.92%	Increased
889	ATC Argent Trust Co Nashville, Tennessee	$10.9M	+$971K	3	0.32%	Increased
890	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$10.9M	+$22.6K	1	1.54%	Increased
891	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$10.9M	+$1.62M	1	0.57%	Increased
892	WB Webster Bank Waterbury, Connecticut	$10.9M	+$1.39M	3	0.95%	Increased
893	Annex Advisory Services Brookfield, Wisconsin	$10.9M	-$2.46M	1	0.19%	Reduced
894	Metis Global Partners San Diego, California	$10.9M	+$1.64M	3	0.25%	Increased
895	BCM BTC Capital Management Des Moines, Iowa	$10.9M	-$129K	1	0.66%	Reduced
896	PCTC Perkins Coie Trust Company Seattle, Washington	$10.8M	-$307K	1	1.79%	Reduced
897	CCM Crestwood Capital Management New York	$10.8M	-$3.98M	1	7.06%	Reduced
898	CWG Cornerstone Wealth Group Huntersville, North Carolina	$10.8M	-$1.49M	2	0.64%	Reduced
899	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$10.7M	+$130K	1	2.89%	Increased
900	DA Denali Advisors San Diego, California	$10.7M	-$163K	1	1.08%	Reduced