← 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	NFG Next Financial Group Houston, Texas	$279K	-$97.6K	3	0.08%	Reduced
902	GAMCO Investors Greenwich, Connecticut	$277K	+$21.3K	1	0%	Increased
903	Savant Capital Rockford, Illinois	$277K	+$5.75K	1	0.07%	Increased
904	Bridgeway Capital Management Houston, Texas	$276K	-$3.53M	1	0%	Reduced
905	Cetera Advisor Networks El Segundo, California	$275K	+$7.96K	1	0.01%	Increased
906	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$267K	+$142	2	0.22%	Increased
907	AIM Arcadia Investment Management Kalamazoo, Michigan	$264K	+$230K	1	0.08%	Increased
908	CAM Columbia Asset Management Ann Arbor, Michigan	$263K	+$10.7K	1	0.09%	Increased
909	CI Cavalier Investments Alpharetta, Georgia	$261K	+$235K	1	0.15%	New
910	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$260K	$0	1	0.28%	Maintained
911	AssetMark Inc Concord, California	$259K	-$13.9K	1	0%	Reduced
912	Waverly Advisors Birmingham, Alabama	$259K	+$248K	1	0.07%	New
913	WPA West Paces Advisors Atlanta, Georgia	$258K	$0	1	0.21%	Maintained
914	ARK Investment Management St. Petersburg, Florida	$258K	+$48.8K	1	0.07%	Increased
915	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$256K	-$104K	1	0.03%	Reduced
916	MRCM M&R Capital Management Summit, New Jersey	$256K	-$14.2K	1	0.06%	Reduced
917	Prospera Financial Services Dallas, Texas	$253K	-$9.02K	1	0.05%	Reduced
918	MJP Michael J. Puzo	$252K	-$42.6K	1	0.14%	Reduced
919	MC Miles Capital West Des Moines, Iowa	$249K	+$3.99K	1	0.14%	Increased
920	KI Koch Industries Wichita, Kansas	$248K	+$223K	1	0.21%	New
921	Parallel Advisors San Francisco, California	$248K	+$34.9K	3	0.05%	Increased
922	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$247K	-$3.09K	1	0.04%	Reduced
923	BAC Boys Arnold & Co Asheville, North Carolina	$245K	$0	1	0.04%	Maintained
924	Grimes & Company Westborough, Massachusetts	$245K	$0	1	0.03%	Maintained
925	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$244K	-$69K	1	0.01%	Reduced