← 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	SignatureFD Atlanta, Georgia	$4K	-$1.83K	3	0%	Reduced
977	TCI Wealth Advisors Tucson, Arizona	$4K	$0	1	0%	Maintained
978	CS Credential Securities Vancouver,	$3.73K	$0	1	0%	Maintained
979	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
980	TC Trust Company Manhattan, Kansas	$3K	+$2.62K	1	0%	New
981	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
982	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	$0	1	0%	Maintained
983	RWA Ropes Wealth Advisors Boston, Massachusetts	$2K	+$1.63K	1	0%	New
984	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
985	RWM Raffa Wealth Management Washington, District of Columbia	$1.87K	+$483	3	0%	Increased
986	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	+$680	1	0%	New
987	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
988	abrdn Investment Management Edinburgh, United Kingdom	$0	-$1.3M	0	–	Closed
989	AL Airain Ltd St. Peter Port, Guernsey	$0	-$3.32M	0	–	Closed
990	ACM Alta Capital Management Salt Lake City, Utah	$0	-$298K	0	–	Closed
991	Analytic Investors Los Angeles, California	$0	-$1.22M	0	–	Closed
992	ACM Aviance Capital Management Sarasota, Florida	$0	-$2.81M	0	–	Closed
993	BAM Banta Asset Management Newport Beach, California	$0	-$2.05M	0	–	Closed
994	BCM BBT Capital Management Fort Worth, Texas	$0	-$2.35M	0	–	Closed
995	Bridgewater Associates Westport, Connecticut	$0	-$338K	0	–	Closed
996	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$191K	0	–	Closed
997	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$4.45M	0	–	Closed
998	CC Cannell & Co New York	$0	-$409K	0	–	Closed
999	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$268K	0	–	Closed
1000	CCP Clarkston Capital Partners Rochester, Michigan	$0	-$406K	0	–	Closed