← 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	MWVC Morgens Waterfall Vintiadis & Co New York	$310K	$0	1	0.3%	Maintained
927	BIG Bellwether Investment Group Chattanooga, Tennessee	$309K	-$35.4K	1	1.43%	Reduced
928	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$308K	$0	1	0.09%	Maintained
929	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$307K	+$347K	1	0.29%	New
930	HA Hays Advisory Franklin, Tennessee	$306K	+$13.6K	1	0.07%	Increased
931	MCM Manchester Capital Management Manchester, Vermont	$304K	$0	1	0.05%	Maintained
932	Perpetual Ltd Sydney, New South Wales, Australia	$304K	$0	1	0.02%	Maintained
933	Cetera Advisor Networks El Segundo, California	$301K	+$10.4K	1	0.01%	Increased
934	CFN Cordasco Financial Network Naples, Florida	$300K	-$216K	1	0.34%	Reduced
935	PAM Paradigm Asset Management New York	$299K	-$314K	2	0.06%	Reduced
936	LIM Leavell Investment Management Mobile, Alabama	$299K	$0	1	0.04%	Maintained
937	SAA Southeast Asset Advisors Thomasville, Georgia	$296K	$0	1	0.1%	Maintained
938	CONA Capital One National Association New York	$295K	-$62.2K	1	0.02%	Reduced
939	Element Capital Management New York	$295K	+$293K	1	0.06%	New
940	Savant Capital Rockford, Illinois	$293K	+$2.67K	1	0.07%	Increased
941	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$290K	+$32.5K	1	0.01%	Increased
942	Bridgeway Capital Management Houston, Texas	$289K	$0	1	0%	Maintained
943	CWM Cornerstone Wealth Management St. Peters, Missouri	$278K	-$75.7K	1	0.06%	Reduced
944	AFA Abacus FCF Advisors Orlando, Florida	$275K	+$139K	1	1.07%	Increased
945	GAM Griffin Asset Management New York	$274K	+$269K	1	0.07%	New
946	NFG Next Financial Group Houston, Texas	$273K	-$12.5K	3	0.07%	Reduced
947	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$272K	$0	1	0.3%	Maintained
948	PCM Parsons Capital Management Providence, Rhode Island	$271K	+$16.4K	1	0.03%	Increased
949	OI Oakbrook Investments Lisle, Illinois	$270K	-$1.45M	1	0.02%	Reduced
950	WPA West Paces Advisors Atlanta, Georgia	$269K	-$2.29K	1	0.21%	Reduced