← 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	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$240K	+$27.3K	1	0.03%	Increased
1027	Integrated Wealth Concepts Waltham, Massachusetts	$240K	+$13.3K	1	0.08%	Increased
1028	Choate Investment Advisors Boston, Massachusetts	$239K	-$851	1	0.01%	Reduced
1029	Fenimore Asset Management Cobleskill, New York	$238K	$0	1	0.01%	Maintained
1030	HCM Hodges Capital Management Dallas, Texas	$237K	-$18.6M	1	0.02%	Reduced
1031	HA Hays Advisory Franklin, Tennessee	$236K	-$22.7K	1	0.13%	Reduced
1032	Krilogy Financial St. Louis, Missouri	$236K	-$34K	1	0.06%	Reduced
1033	SIC Shoker Investment Counsel Oxford, Ohio	$236K	+$244K	1	0.18%	New
1034	KLWA Kelly Lawrence W & Associates Pasadens, California	$234K	$0	1	0.04%	Maintained
1035	GAM Gemmer Asset Management Walnut Creek, California	$233K	$0	2	0.08%	Maintained
1036	Martingale Asset Management Boston, Massachusetts	$233K	-$1.07M	1	0%	Reduced
1037	CFA Carroll Financial Associates Charlotte, North Carolina	$228K	+$5.18K	2	0.02%	Increased
1038	MRCM M&R Capital Management Summit, New Jersey	$228K	-$15.5K	1	0.05%	Reduced
1039	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$225K	-$8.43K	2	0.04%	Reduced
1040	Handelsbanken Fonder Stockholm, Sweden	$224K	+$232K	1	0%	New
1041	RIM Redwood Investment Management Scottsdale, Arizona	$224K	+$15.2K	1	0.09%	Increased
1042	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$224K	+$213K	1	0.13%	New
1043	HP Hikari Power Tokyo, Japan	$222K	+$242K	1	0.02%	New
1044	CCG Cypress Capital Group Palm Beach, Florida	$218K	+$226K	1	0.05%	New
1045	FWM Focused Wealth Management Newburgh, New York	$218K	-$77.3K	2	0.08%	Reduced
1046	Horizon Kinetics New York	$218K	-$29.4K	1	0.01%	Reduced
1047	ACM AUA Capital Management Camp Hill, Pennsylvania	$217K	-$9.67K	1	0.19%	Reduced
1048	KA KLCM Advisors Milwaukee, Wisconsin	$217K	$0	1	0.06%	Maintained
1049	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$215K	-$53.2K	1	0.14%	Reduced
1050	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$214K	+$191K	1	0.01%	Increased