← 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
1026	Crestwood Advisors Group Boston, Massachusetts	$8.15M	+$603K	3	0.12%	Increased
1027	Spire Wealth Management Mclean, Virginia	$8.13M	+$2.87M	5	0.25%	Increased
1028	TIAA-CREF Individual & Institutional Services New York	$8.11M	+$51.6K	2	0.03%	Increased
1029	TAM Telemark Asset Management Boston, Massachusetts	$8.1M	+$6.06M	1	0.59%	New
1030	GF Goodman Financial Houston, Texas	$8.1M	+$7.67M	1	1.25%	New
1031	Readystate Asset Management Chicago, Illinois	$8.09M	+$3.37M	4	0.28%	Increased
1032	RC Rithm Capital New York	$8.04M	$0	3	9.88%	Maintained
1033	GWM Greenwich Wealth Management Greenwich, Connecticut	$8.04M	-$34.6K	2	0.29%	Reduced
1034	Savvy Advisors Inc New York	$8.01M	+$1.24M	4	0.17%	Increased
1035	Horizon Kinetics Asset Management New York	$7.99M	+$1.85M	3	0.09%	Increased
1036	Ameritas Advisory Services Lincoln, Nebraska	$7.98M	+$6.76M	5	0.16%	Increased
1037	PA PFG Advisors Phoenix, Arizona	$7.94M	-$342K	2	0.4%	Reduced
1038	NA Navellier & Associates Reno, Nevada	$7.93M	+$1.22M	2	0.63%	Increased
1039	iA Global Asset Management Quebec, Quebec, Canada	$7.92M	-$14.1M	1	0.09%	Reduced
1040	Stock Yards Bank & Trust Louisville, Kentucky	$7.92M	-$128K	1	0.23%	Reduced
1041	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$7.87M	-$868K	2	0.78%	Reduced
1042	AlphaCore Capital La Jolla, California	$7.86M	+$638K	3	0.14%	Increased
1043	TCOT Trust Company of Toledo Holland, Ohio	$7.85M	+$152K	4	0.65%	Increased
1044	MAG Members Advisory Group Williamsville, New York	$7.85M	+$7.3M	1	2.19%	New
1045	Central Trust Company Jefferson City, Missouri	$7.84M	+$321K	4	0.14%	Increased
1046	Capital Wealth Planning Naples, Florida	$7.83M	-$167K	1	0.04%	Reduced
1047	FFA First Foundation Advisors Irvine, California	$7.81M	-$1.59M	2	0.28%	Reduced
1048	SAM Securian Asset Management St Paul, Minnesota	$7.8M	-$2.23M	4	0.28%	Reduced
1049	SIC Schwartz Investment Counsel Plymouth, Michigan	$7.78M	$0	1	0.26%	Maintained
1050	RC Roundview Capital Princeton, New Jersey	$7.73M	+$1.33M	2	0.42%	Increased