← 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	DA Dillon & Associates Jackson, Michigan	$361K	-$1.62K	1	0.11%	Reduced
977	PGIM Pacific Global Investment Management Glendale, California	$357K	+$395K	1	0.08%	New
978	Hills Bank & Trust North Liberty, Iowa	$356K	-$3.24K	1	0.09%	Reduced
979	HPC Hobart Private Capital Charlotte, North Carolina	$351K	+$39.5K	1	0.24%	Increased
980	FAN Financial Advisors Network Tustin, California	$348K	+$19.3K	1	0.19%	Increased
981	Savant Capital Rockford, Illinois	$346K	-$1.38K	1	0.05%	Reduced
982	SXL Summit X LLC Chesterfield, Missouri	$346K	+$15.8K	1	0.14%	Increased
983	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$344K	-$53.3K	1	0.15%	Reduced
984	SignatureFD Atlanta, Georgia	$344K	+$944	4	0.03%	Increased
985	GIA Gargoyle Investment Advisor Englewood, New Jersey	$343K	$0	1	0.38%	Maintained
986	RIM Redwood Investment Management Scottsdale, Arizona	$343K	+$56.7K	1	0.1%	Increased
987	WI Wedgewood Investors Erie, Pennsylvania	$343K	$0	1	0.49%	Maintained
988	Western Wealth Management Golden, Colorado	$343K	-$26.5K	1	0.05%	Reduced
989	RCS Retirement Capital Strategies San Jose, California	$342K	$0	1	0.17%	Maintained
990	BCM Birmingham Capital Management Birmingham, Alabama	$341K	$0	1	0.15%	Maintained
991	IIM Ironwood Investment Management Boston, Massachusetts	$341K	$0	1	0.27%	Maintained
992	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$340K	$0	1	0.03%	Maintained
993	IPW Inlet Private Wealth Jupiter, Florida	$333K	$0	1	0.12%	Maintained
994	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$330K	-$35.7K	1	0.23%	Reduced
995	CM CoreCommodity Management Stamford, Connecticut	$328K	$0	1	0.18%	Maintained
996	Montag & Associates Atlanta, Georgia	$327K	-$474K	1	0.03%	Reduced
997	TCB Texas Capital Bancshares Dallas, Texas	$327K	$0	1	0.55%	Maintained
998	BIA Bigelow Investment Advisors Portland, Maine	$325K	-$26.7K	1	0.22%	Reduced
999	NewEdge Advisors New Orleans, Louisiana	$324K	-$42.5K	1	0.02%	Reduced
1000	RIM Regent Investment Management Louisville, Kentucky	$324K	$0	1	0.11%	Maintained