← 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
1051	MAM Mystic Asset Management Warwick, Rhode Island	$7.71M	-$149K	1	1.65%	Reduced
1052	IWA Icon Wealth Advisors Houston, Texas	$7.69M	+$676K	2	0.46%	Increased
1053	CoreCap Advisors Southfield, Michigan	$7.69M	+$2.8M	6	0.23%	Increased
1054	First Manhattan New York	$7.68M	-$2.06M	1	0.02%	Reduced
1055	ACA Atlas Capital Advisors Jackson, Wyoming	$7.67M	-$52.9K	2	0.84%	Reduced
1056	Perigon Wealth Management San Francisco, California	$7.66M	+$835K	4	0.12%	Increased
1057	RBC Romano Brothers & Co Evanston, Illinois	$7.64M	+$5.24K	1	0.77%	Increased
1058	EFG Everest Financial Group Minneapolis, Minnesota	$7.63M	+$59.3K	2	1.03%	Increased
1059	Smith Salley Wealth Management Greensboro, North Carolina	$7.63M	-$402K	1	0.33%	Reduced
1060	FWC First Washington Corp Seattle, Washington	$7.61M	+$167K	2	1.85%	Increased
1061	ELI Empire Life Investments Toronto, Ontario, Canada	$7.59M	-$237K	1	0.42%	Reduced
1062	LNB Ledyard National Bank	$7.57M	-$532K	1	0.61%	Reduced
1063	CIAM Caitong International Asset Management Hong Kong	$7.55M	+$608K	8	1.04%	Increased
1064	TAM Titleist Asset Management San Antonio, Texas	$7.54M	+$4.61M	3	0.51%	Increased
1065	IB Intrust Bank Wichita, Kansas	$7.5M	-$236K	3	0.55%	Reduced
1066	JIR James Investment Research Alpha, Ohio	$7.45M	-$398K	1	0.76%	Reduced
1067	Miracle Mile Advisors Los Angeles, California	$7.44M	+$2.85M	3	0.09%	Increased
1068	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.43M	+$1.91M	2	0.77%	Increased
1069	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$7.43M	+$3.62M	2	0.72%	Increased
1070	FCM FirstWave Capital Management Miami, Florida	$7.42M	+$5.87M	3	3.28%	New
1071	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$7.41M	+$1.79M	1	0.72%	Increased
1072	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$7.36M	-$37.1K	1	1.44%	Reduced
1073	FWP FAS Wealth Partners Leawood, Kansas	$7.36M	+$546K	1	0.38%	Increased
1074	LCM Legato Capital Management San Francisco, California	$7.34M	-$4.34M	3	0.61%	Reduced
1075	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$7.32M	+$1.08M	2	0.28%	Increased