← 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
1001	WC Westerkirk Capital Victoria,	$8.61M	-$2.65M	1	0.83%	Reduced
1002	Ballentine Partners Waltham, Massachusetts	$8.57M	+$280K	6	0.1%	Increased
1003	PWS Peterson Wealth Services South Ogden, Utah	$8.55M	+$445K	3	1.86%	Increased
1004	LCS Levin Capital Strategies New York	$8.55M	+$1.25M	2	0.57%	Increased
1005	Harbour Investments Madison, Wisconsin	$8.53M	+$207K	9	0.11%	Increased
1006	CCAM Codex Capital Asset Management Dallas, Texas	$8.48M	-$40.3K	1	2.94%	Reduced
1007	Diversify Advisory Services Sandy, Utah	$8.46M	+$8.85M	6	0.14%	Increased
1008	Diversify Wealth Management Sandy, Utah	$8.46M	+$985K	6	0.14%	Increased
1009	ArrowMark Colorado Holdings Denver, Colorado	$8.43M	+$2.82M	1	0.35%	Increased
1010	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$8.41M	-$514K	2	0.48%	Reduced
1011	EIA Eastover Investment Advisors Charlotte, North Carolina	$8.39M	+$102K	1	3.31%	Increased
1012	SIC SFE Investment Counsel Los Angeles, California	$8.35M	-$169K	1	1.13%	Reduced
1013	Atalanta Sosnoff Capital New York	$8.33M	-$1.96M	1	0.15%	Reduced
1014	DGM Delta Global Management New York	$8.32M	+$3.48M	1	0.9%	Increased
1015	KIA KCM Investment Advisors Greenbrae, California	$8.32M	+$238K	3	0.25%	Increased
1016	Conestoga Capital Advisors Wayne, Pennsylvania	$8.32M	+$6.8M	1	0.18%	New
1017	TC TownSquare Capital Provo, Utah	$8.3M	-$1.77M	3	1.53%	Reduced
1018	Aware Super Sydney, Australia	$8.29M	-$13.6M	1	0.12%	Reduced
1019	JGCM Joseph Group Capital Management Columbus, Ohio	$8.29M	+$76.3K	2	1.74%	Increased
1020	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.28M	-$2.62M	1	0.78%	Reduced
1021	ISB Iowa State Bank Urbandale, Iowa	$8.26M	+$39.1K	1	1.38%	Increased
1022	Altshuler Shaham Tel Aviv, Israel	$8.24M	+$2.48M	4	0.09%	Increased
1023	BFG Beacon Financial Group Dallas, Texas	$8.17M	-$309K	1	0.74%	Reduced
1024	Pallas Capital Advisors Braintree, Massachusetts	$8.17M	+$33.7K	5	0.25%	Increased
1025	ACM American Capital Management New York	$8.15M	-$635K	1	0.37%	Reduced