← 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
976	GLOBALT Investments Atlanta, Georgia	$9.12M	-$294K	2	0.31%	Reduced
977	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$9.11M	-$4.13M	2	1.72%	Reduced
978	PRP Peak Retirement Planning Columbus, Ohio	$9.11M	-$3.09M	2	1.44%	Reduced
979	ALPS Advisors Denver, Colorado	$9.1M	+$3.89M	2	0.04%	Increased
980	GDCM Galaxy Digital Capital Management New York	$9.09M	-$6.3M	2	4.41%	Reduced
981	EPW Evolve Private Wealth Los Angeles, California	$9.05M	-$4.39M	3	0.55%	Reduced
982	SW StrongBox Wealth Lee's Summit, Missouri	$8.95M	-$120K	1	2.55%	Reduced
983	IA Integrity Alliance Urbandale, Iowa	$8.88M	+$607K	3	0.28%	Increased
984	PCA Providence Capital Advisors Charlotte, North Carolina	$8.87M	+$8.06K	1	1.34%	Increased
985	PGAM Princeton Global Asset Management Princeton, New Jersey	$8.87M	-$22.3K	2	1.27%	Reduced
986	Dymon Asia Capital (Singapore) Singapore	$8.84M	+$7.96M	1	0.37%	New
987	Bleakley Financial Group Fairfield, New Jersey	$8.83M	+$42.7K	1	0.11%	Increased
988	MSA MUFG Securities Americas New York	$8.82M	+$1.92M	3	0.45%	Increased
989	ACM Ayrshire Capital Management Westport, Connecticut	$8.76M	-$62.1K	1	4.1%	Reduced
990	NRS Neville Rodie & Shaw New York	$8.75M	-$626K	1	0.57%	Reduced
991	Modern Wealth Management Lenexa, Kansas	$8.74M	+$656K	3	0.1%	Increased
992	SFI Siemens Fonds Invest Munich, Germany	$8.72M	+$512K	3	0.43%	Increased
993	SA Sycale Advisors New York	$8.72M	+$6.52M	1	2.67%	New
994	Saudi Central Bank Riyadh, Saudi Arabia	$8.69M	+$3.72M	2	0.11%	Increased
995	First National Trust Hermitage, Pennsylvania	$8.68M	+$1.54M	1	0.29%	Increased
996	Avanza Fonder Stockholm, Sweden	$8.68M	+$459K	2	0.19%	Increased
997	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$8.67M	+$3.19M	1	0.32%	Increased
998	IAM Iridian Asset Management Westport, Connecticut	$8.67M	-$2.4M	1	2.98%	Reduced
999	PCR Potrero Capital Research San Francisco, California	$8.65M	+$7.79M	2	4.81%	New
1000	HIC Hartline Investment Corp Winnetka, Illinois	$8.64M	+$1.13M	2	0.75%	Increased