← 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	SAA Southeast Asset Advisors Thomasville, Georgia	$292K	$0	1	0.09%	Maintained
927	HighPoint Advisor Group Downers Grove, Illinois	$291K	-$374K	1	0.09%	Reduced
928	SIM SSI Investment Management Los Angeles, California	$288K	+$71.3K	1	0.02%	Increased
929	ZB Zions Bancorporation Salt Lake City, Utah	$285K	+$192K	3	0.04%	Increased
930	MC Miles Capital West Des Moines, Iowa	$281K	-$4.67K	1	0.16%	Reduced
931	LIM Leavell Investment Management Mobile, Alabama	$280K	-$15.1K	1	0.03%	Reduced
932	GCA Gideon Capital Advisors New York	$279K	+$274K	1	0.28%	New
933	OAM Origin Asset Management London, United Kingdom	$278K	$0	1	0.02%	Maintained
934	Group One Trading Chicago, Illinois	$276K	+$1.7K	4	0%	Increased
935	Schonfeld Strategic Advisors New York	$274K	-$6.98M	1	0.03%	Reduced
936	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$274K	+$51.9K	1	0.19%	Increased
937	Csenge Advisory Group Clearwater, Florida	$274K	+$246K	1	0.11%	New
938	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$63K	1	0.11%	Reduced
939	GAM Griffin Asset Management New York	$269K	-$1.89K	1	0.05%	Reduced
940	PCM Parsons Capital Management Providence, Rhode Island	$268K	$0	1	0.03%	Maintained
941	CWM Cornerstone Wealth Management St. Peters, Missouri	$267K	+$151	1	0.06%	Increased
942	WPA West Paces Advisors Atlanta, Georgia	$265K	$0	1	0.2%	Maintained
943	Douglass Winthrop Advisors New York	$265K	+$14.7K	1	0.02%	Increased
944	Greenleaf Trust Kalamazoo, Michigan	$265K	+$22.1K	1	0.01%	Increased
945	MJP Michael J. Puzo	$261K	$0	1	0.14%	Maintained
946	IAM Integre Asset Management New York	$259K	-$94.7K	1	0.17%	Reduced
947	KWMG King Wealth Management Group Naples, Florida	$258K	+$253K	1	0.1%	New
948	MRCM M&R Capital Management Summit, New Jersey	$258K	$0	1	0.06%	Maintained
949	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$257K	+$31.4K	1	0.05%	Increased
950	PEAK6 Group Chicago, Illinois	$255K	-$6.17M	1	0%	Reduced