← 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
926	PCM Parsons Capital Management Providence, Rhode Island	$10.1M	+$537K	1	0.46%	Increased
927	Sigma Planning Corp Ann Arbor, Michigan	$10.1M	+$298K	5	0.25%	Increased
928	M&G plc London, United Kingdom	$10.1M	-$5.27M	2	0.05%	Reduced
929	Sanibel Captiva Trust Company Sanibel, Florida	$10.1M	+$3.33M	2	0.25%	Increased
930	CIG Consolidated Investment Group Englewood, Colorado	$10M	+$1.73M	1	0.87%	Increased
931	IEFM IQ EQ Fund Management Dublin 2, Ireland	$10M	-$415K	1	0.64%	Reduced
932	YIA YHB Investment Advisors West Hartford, Connecticut	$10M	+$669K	1	0.64%	Increased
933	HC Hendley & Co Zanesville, Ohio	$9.96M	+$87.9K	1	3.52%	Increased
934	BWP Burling Wealth Partners Chicago, Illinois	$9.93M	+$1.27M	2	1.45%	Increased
935	MIA MMBG Investment Advisors Miami, Florida	$9.92M	-$117K	1	0.79%	Reduced
936	Sagespring Wealth Partners Franklin, Tennessee	$9.87M	+$73.1K	3	0.15%	Increased
937	CT Colonial Trust Spartanburg, South Carolina	$9.87M	-$161K	2	1.25%	Reduced
938	KA Kerrisdale Advisers Miami, Florida	$9.84M	+$5.62M	2	2.47%	Increased
939	Polen Capital Management Boca Raton, Florida	$9.83M	+$2.58M	3	0.08%	Increased
940	Shelton Capital Management Denver, Colorado	$9.83M	-$1.45M	4	0.18%	Reduced
941	DCM Dilation Capital Management New York	$9.82M	+$8.03M	1	3.96%	New
942	SCM Sirios Capital Management Boston, Massachusetts	$9.81M	-$5.43M	2	1.19%	Reduced
943	TCA Trifecta Capital Advisors Northbrook, Illinois	$9.79M	+$328K	2	1.26%	Increased
944	SL Summitry LLC Foster City, California	$9.75M	+$374K	1	0.32%	Increased
945	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$9.72M	+$95.5K	2	0.52%	Increased
946	SGM Scalar Gauge Management Dallas, Texas	$9.69M	+$9.09M	1	5.34%	New
947	LS Leelyn Smith Geneva, Illinois	$9.68M	+$2.81M	2	1.18%	Increased
948	ACM AlphaStar Capital Management Cornelius, North Carolina	$9.64M	+$1.17M	2	0.61%	Increased
949	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$9.62M	+$277K	3	0.44%	Increased
950	CMF Counterpoint Mutual Funds San Diego, California	$9.58M	+$9.16M	4	0.95%	Increased