← 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
1101	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$6.92M	+$6.23M	1	0.11%	New
1102	WCM Windward Capital Management Los Angeles, California	$6.9M	+$48.4K	1	0.52%	Increased
1103	Wedbush Securities Los Angeles, California	$6.9M	-$361K	3	0.18%	Reduced
1104	RAM Revere Asset Management Dallas, Texas	$6.87M	+$5.14M	1	2.64%	New
1105	SWM Scissortail Wealth Management Tulsa, Oklahoma	$6.85M	-$171K	1	1.32%	Reduced
1106	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$6.82M	-$2.11M	1	0.59%	Reduced
1107	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$6.8M	+$129K	1	0.33%	Increased
1108	JWCA J.W. Cole Advisors Tampa, Florida	$6.79M	+$391K	3	0.12%	Increased
1109	AWP Ascent Wealth Partners New Hartford, New York	$6.78M	+$6.41M	1	0.68%	New
1110	CreativeOne Wealth Overland Park, Kansas	$6.78M	-$2.16M	3	0.15%	Reduced
1111	PTC Private Trust Company Cleveland, Ohio	$6.74M	-$1.2M	5	0.54%	Reduced
1112	ICM Ionic Capital Management New York	$6.74M	-$986K	2	0.98%	Reduced
1113	FNA First National Advisers Omaha, Nebraska	$6.74M	-$1.04M	2	0.95%	Reduced
1114	TIS Titan Investment Solutions London,	$6.71M	-$7.29M	1	0.75%	Reduced
1115	PCM Polymer Capital Management New York	$6.68M	-$293K	4	0.88%	Reduced
1116	DL Dockside LLC New York	$6.65M	+$5.91M	3	1.56%	New
1117	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$6.61M	-$37.9K	1	0.32%	Reduced
1118	Dynasty Wealth Management St. Petersburg, Florida	$6.6M	-$353K	1	0.05%	Reduced
1119	SAM Synergy Asset Management Vancouver, Washington	$6.58M	+$2.42K	1	0.62%	Increased
1120	CCM Compass Capital Management Minneapolis, Minnesota	$6.58M	+$6.22M	1	0.4%	New
1121	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$6.57M	+$50.8K	1	1.74%	Increased
1122	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$6.56M	+$22.6K	1	0.35%	Increased
1123	FIM Fruth Investment Management Houston, Texas	$6.52M	-$32.3K	1	1.55%	Reduced
1124	SA Strategic Advisors New York	$6.51M	-$2.16M	1	1.42%	Reduced
1125	SI Shaker Investments Cleveland, Ohio	$6.5M	+$1.83M	2	2.34%	Increased