← 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
901	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$10.7M	+$570K	1	1.36%	Increased
902	WC Westhampton Capital Winston-Salem, North Carolina	$10.6M	-$405K	1	4.41%	Reduced
903	Global Retirement Partners San Rafael, California	$10.6M	+$9.82M	9	0.16%	New
904	DA Dillon & Associates Jackson, Michigan	$10.5M	+$619K	1	1.29%	Increased
905	RIL Rothschild Investment LLC Chicago, Illinois	$10.5M	+$1.2M	9	0.39%	Increased
906	REAM Ripple Effect Asset Management New York	$10.5M	+$9.31M	1	2.43%	New
907	IPW Inlet Private Wealth Jupiter, Florida	$10.5M	-$111K	1	2.55%	Reduced
908	CIC Concord Investment Counsel Irvine, California	$10.4M	+$40.7K	1	2.85%	Increased
909	GAMCO Investors Greenwich, Connecticut	$10.4M	-$1.55M	3	0.09%	Reduced
910	OWP ORG Wealth Partners Dallas, Texas	$10.4M	+$6.66M	2	1.55%	Increased
911	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$10.4M	+$9.81M	1	0.38%	New
912	LBWM Left Brain Wealth Management Naperville, Illinois	$10.4M	+$6.78M	1	3.12%	Increased
913	ECM Estabrook Capital Management New York	$10.3M	-$327K	1	1.4%	Reduced
914	Bridgewater Associates Westport, Connecticut	$10.3M	-$23.9M	3	0.04%	Reduced
915	Banco Santander Madrid, Spain	$10.3M	-$2.71M	3	0.06%	Reduced
916	Clear Street New York	$10.3M	+$6.53M	4	0.03%	Increased
917	BNP Paribas Paris, France	$10.2M	+$5.15M	2	0.28%	Increased
918	Independent Advisor Alliance Charlotte, North Carolina	$10.2M	+$1.53M	3	0.24%	Increased
919	FA Fiduciary Alliance Greenville, South Carolina	$10.2M	-$1.19M	1	0.69%	Reduced
920	Channing Capital Management Chicago, Illinois	$10.2M	-$76M	1	0.23%	Reduced
921	EA Ellsworth Advisors Hudson, Ohio	$10.1M	+$6.49M	1	1.67%	Increased
922	WAS WESPAC Advisors SoCal Pasadena, California	$10.1M	+$588K	1	1.81%	Increased
923	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$10.1M	-$1.65M	1	1.97%	Reduced
924	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10.1M	-$798K	1	0.95%	Reduced
925	LAM L2 Asset Management Wayland, Massachusetts	$10.1M	-$8.48M	3	1.05%	Reduced