← 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	AWA ARS Wealth Advisors St. Petersburg, Florida	$231K	+$3.87K	1	0.1%	Increased
902	GAMCO Investors Greenwich, Connecticut	$231K	+$24.9K	1	0%	Increased
903	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$229K	+$197	2	0.2%	Increased
904	AIM Acrospire Investment Management Chicago, Illinois	$229K	+$137K	2	0.09%	Increased
905	HA Hays Advisory Franklin, Tennessee	$229K	+$224K	1	0.05%	New
906	CAM Columbia Asset Management Ann Arbor, Michigan	$228K	-$24.6K	1	0.08%	Reduced
907	WEC Winslow Evans & Crocker Boston, Massachusetts	$225K	-$25.4K	2	0.07%	Reduced
908	CCA Checchi Capital Advisers Beverly Hills, California	$223K	+$218K	1	0.03%	New
909	BAC Boys Arnold & Co Asheville, North Carolina	$222K	$0	1	0.04%	Maintained
910	BTNA Bremer Trust National Association St. Cloud, Minnesota	$222K	+$47.1K	1	0.06%	Increased
911	Grimes & Company Westborough, Massachusetts	$222K	$0	1	0.03%	Maintained
912	RCM RB Capital Management Reno, Nevada	$222K	+$217K	1	0.22%	New
913	Trexquant Investment Stamford, Connecticut	$221K	-$1.65M	1	0.04%	Reduced
914	PCM Parsons Capital Management Providence, Rhode Island	$219K	$0	1	0.03%	Maintained
915	GH GAM Holding Zurich, Switzerland	$218K	-$702K	1	0%	Reduced
916	MC Miles Capital West Des Moines, Iowa	$218K	+$13.8K	1	0.13%	Increased
917	YWP YorkBridge Wealth Partners New York	$218K	+$212K	2	0.13%	New
918	BFO Boston Family Office Boston, Massachusetts	$217K	-$45.9K	1	0.03%	Reduced
919	Lido Advisors Los Angeles, California	$216K	+$211K	1	0.05%	New
920	MLM Mount Lucas Management Newtown, Pennsylvania	$216K	+$203K	1	0.04%	New
921	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$214K	+$212K	1	0.04%	New
922	Independent Advisor Alliance Charlotte, North Carolina	$211K	+$205K	1	0.09%	New
923	TNAM Terra Nova Asset Management New York	$211K	+$207K	1	0.42%	New
924	AIM Allen Investment Management New York	$210K	+$205K	1	0.01%	New
925	VF Virtu Financial New York	$209K	+$204K	1	0.02%	New