← 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	VCM Virtue Capital Management Brentwood, Tennessee	$267K	+$267K	1	0.1%	New
1052	RR Robotti Robert	$266K	-$32.1K	1	0.09%	Reduced
1053	BWA BDO Wealth Advisors Jacksonville, Florida	$265K	+$9.39K	1	0.07%	Increased
1054	Krilogy Financial St. Louis, Missouri	$264K	+$1.05K	1	0.05%	Increased
1055	AWA ARS Wealth Advisors St. Petersburg, Florida	$263K	+$971	1	0.08%	Increased
1056	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$262K	+$281K	2	0.08%	New
1057	BAC Boys Arnold & Co Asheville, North Carolina	$261K	+$2.75K	1	0.04%	Increased
1058	AIS AlphaOne Investment Services West Chester, Pennsylvania	$256K	+$120K	2	0.2%	Increased
1059	MA MONECO Advisors Fairfield, Connecticut	$256K	-$9.96K	1	0.21%	Reduced
1060	LB Landmark Bank Columbia, Missouri	$255K	+$26K	1	0.17%	Increased
1061	MRCM M&R Capital Management Summit, New Jersey	$254K	$0	1	0.06%	Maintained
1062	PCM Princeton Capital Management Red Bank, New Jersey	$254K	$0	1	0.12%	Maintained
1063	FRM Fox Run Management Greenwich, Connecticut	$253K	+$270K	1	0.17%	New
1064	PIA Pinion Investment Advisors Wichita, Kansas	$253K	-$5.83K	1	0.54%	Reduced
1065	Choate Investment Advisors Boston, Massachusetts	$251K	+$647	1	0.02%	Increased
1066	BAS Brown Advisory Securities Baltimore, Maryland	$250K	-$82.2K	1	0.07%	Reduced
1067	GAM Gemmer Asset Management Walnut Creek, California	$250K	$0	2	0.07%	Maintained
1068	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$244K	-$661K	1	0.33%	Reduced
1069	SAM Steinberg Asset Management New York	$244K	-$227K	1	0.23%	Reduced
1070	SIA SeaBridge Investment Advisors Summit, New Jersey	$243K	-$8.09K	1	0.08%	Reduced
1071	HH Hilltop Holdings Dallas, Texas	$242K	-$15.3K	1	0.05%	Reduced
1072	KA KLCM Advisors Milwaukee, Wisconsin	$242K	$0	1	0.06%	Maintained
1073	Wealthspire Advisors (New York) New York	$242K	+$235K	1	0.02%	New
1074	ACM AUA Capital Management Camp Hill, Pennsylvania	$241K	$0	1	0.19%	Maintained
1075	AIM Avity Investment Management Greenwich, Connecticut	$241K	-$12.6M	1	0.03%	Reduced