← 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	BAC Boys Arnold & Co Asheville, North Carolina	$256K	+$1.55K	1	0.04%	Increased
1027	CTA Chesley Taft & Associates Chicago, Illinois	$256K	-$945K	1	0.02%	Reduced
1028	Horizon Kinetics New York	$254K	-$1.63K	1	0.01%	Reduced
1029	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$254K	-$7.26K	1	0.04%	Reduced
1030	Fenimore Asset Management Cobleskill, New York	$252K	+$2.56K	1	0.01%	Increased
1031	Polen Capital Management Boca Raton, Florida	$252K	+$261K	1	0%	New
1032	IC InterOcean Capital Chicago, Illinois	$247K	$0	1	0.03%	Maintained
1033	KLWA Kelly Lawrence W & Associates Pasadens, California	$247K	$0	1	0.05%	Maintained
1034	Belpointe Asset Management Reno, Nevada	$244K	-$59.6K	1	0.05%	Reduced
1035	DIM DC Investments Management Mclean, Virginia	$243K	+$239K	1	0.1%	New
1036	MC Menta Capital San Francisco, California	$242K	+$191K	1	0.05%	New
1037	CPIM Columbia Partners Investment Management Alexandria, Virginia	$241K	-$270K	1	0.03%	Reduced
1038	AssetMark Inc Concord, California	$239K	-$135K	4	0%	Reduced
1039	ACM AUA Capital Management Camp Hill, Pennsylvania	$239K	+$11.7K	1	0.22%	Increased
1040	CM Capital Management Glen Allen, Virginia	$237K	$0	1	0.06%	Maintained
1041	CA Calton & Associates Tampa, Florida	$236K	+$216K	1	0.06%	New
1042	FWM Focused Wealth Management Newburgh, New York	$236K	+$43.4K	2	0.08%	Increased
1043	RCM RB Capital Management Reno, Nevada	$236K	-$9.95K	1	0.17%	Reduced
1044	GAM Gemmer Asset Management Walnut Creek, California	$234K	$0	2	0.08%	Maintained
1045	OAM Origin Asset Management London, United Kingdom	$232K	$0	1	0.01%	Maintained
1046	AT Argent Trust San Antonio, Texas	$231K	-$15.5K	1	0.06%	Reduced
1047	Douglass Winthrop Advisors New York	$231K	-$40.1K	1	0.01%	Reduced
1048	MCM Maple Capital Management Montpelier, Vermont	$231K	+$42.3K	1	0.06%	Increased
1049	GAMCO Investors Greenwich, Connecticut	$228K	$0	1	0%	Maintained
1050	RIM Reliant Investment Management Memphis, Tennessee	$228K	+$225K	1	0.16%	New