← 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	MC Menta Capital San Francisco, California	$353K	-$1.08M	1	0.04%	Reduced
902	FM Foster & Motley Cincinnati, Ohio	$351K	+$344K	1	0.06%	New
903	WIA Westbourne Investment Advisors Annapolis, Maryland	$350K	$0	1	0.28%	Maintained
904	AssetMark Inc Concord, California	$348K	+$77K	2	0%	Increased
905	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$348K	+$128K	3	0.06%	Increased
906	RR Robotti Robert	$344K	$0	1	0.1%	Maintained
907	SI SII Investments Appleton, Wisconsin	$344K	-$21.9K	1	0.02%	Reduced
908	BCM Bayesian Capital Management Brooklyn, New York	$342K	+$335K	1	0.13%	New
909	HFS Haverford Financial Services Radnor, Pennsylvania	$342K	-$11.8K	1	0.14%	Reduced
910	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$340K	-$4.93K	1	0.15%	Reduced
911	WIM Wilen Investment Management Bonita Springs, Florida	$339K	$0	1	0.2%	Maintained
912	YWP YorkBridge Wealth Partners New York	$339K	-$21K	3	0.18%	Reduced
913	CS Comerica Securities Detroit, Michigan	$336K	-$123K	1	0.05%	Reduced
914	RWA Ropes Wealth Advisors Boston, Massachusetts	$331K	+$5.49K	1	0.09%	Increased
915	IIM Ironwood Investment Management Boston, Massachusetts	$327K	$0	1	0.24%	Maintained
916	IAM Integre Asset Management New York	$324K	+$321K	1	0.2%	New
917	P8IP Pier 88 Investment Partners San Francisco, California	$324K	-$50.2K	1	0.13%	Reduced
918	AT Argent Trust San Antonio, Texas	$323K	-$33.5K	1	0.09%	Reduced
919	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$320K	+$362K	1	0.08%	New
920	Nuveen Fund Advisors Chicago, Illinois	$320K	-$59.4K	1	0.05%	Reduced
921	VI Versor Investments New York	$319K	+$312K	1	0.09%	New
922	WF WealthTrust Fairport Cleveland, Ohio	$319K	+$312K	1	0.04%	New
923	TI Turner Investments Berwyn, Pennsylvania	$318K	-$1.87M	1	0.21%	Reduced
924	PK Pflug Koory Omaha, Nebraska	$313K	$0	1	0.26%	Maintained
925	DA Dillon & Associates Jackson, Michigan	$312K	+$11.4K	1	0.13%	Increased