← 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
1126	DA Doliver Advisors Houston, Texas	$6.5M	+$1.25M	2	1.47%	Increased
1127	IHT Wealth Management Chicago, Illinois	$6.49M	+$168K	5	0.14%	Increased
1128	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$6.49M	-$5.57M	1	0.23%	Reduced
1129	DSCM Divisadero Street Capital Management Miami, Florida	$6.48M	+$4.85M	1	0.15%	New
1130	RBF Capital San Francisco, California	$6.48M	$0	1	0.27%	Maintained
1131	Wealthspire Advisors (New York) New York	$6.47M	+$2.04M	3	0.04%	Increased
1132	E Fund Management Guangzhou, China	$6.43M	+$1.39M	3	0.14%	Increased
1133	Blue Trust Inc Alpharetta, Georgia	$6.39M	-$95.8K	7	0.07%	Reduced
1134	KWM Keebeck Wealth Management Chicago, Illinois	$6.37M	+$610K	4	0.62%	Increased
1135	RPC Rossmore Private Capital Glastonbury, Connecticut	$6.33M	+$629K	1	0.51%	Increased
1136	Ossiam Paris, France	$6.31M	+$184K	3	0.08%	Increased
1137	FDP Financiere des Professionnels Montreal, Quebec, Canada	$6.31M	-$1.55M	3	0.36%	Reduced
1138	Venture Visionary Partners Sylvania, Ohio	$6.31M	+$1.16M	3	0.18%	Increased
1139	TC Tairen Capital Hong Kong	$6.29M	+$2.29M	1	0.56%	Increased
1140	Simon Quick Advisors Morristown, New Jersey	$6.26M	+$15.3K	1	0.25%	Increased
1141	FNB Farmers National Bank Danville, Kentucky	$6.24M	+$924K	1	1.3%	Increased
1142	FRA Frank Rimerman Advisors Palo Alto, California	$6.22M	+$817K	4	0.35%	Increased
1143	BAM Ballast Asset Management Dallas, Texas	$6.2M	-$2.77M	1	2.47%	Reduced
1144	MIM Marco Investment Management Atlanta, Georgia	$6.2M	-$26.2K	1	0.41%	Reduced
1145	MA Mutual Advisors Omaha, Nebraska	$6.19M	-$87.2K	2	0.12%	Reduced
1146	SCA St. Clair Advisors Mayfield Hts, Ohio	$6.19M	$0	1	1.59%	Maintained
1147	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$6.15M	+$446K	2	0.32%	Increased
1148	DG Daventry Group New York	$6.15M	+$5.77M	1	4.64%	New
1149	JSAM J. Safra Asset Management New York	$6.15M	-$865K	4	0.28%	Reduced
1150	TC TwinBeech Capital Purchase, New York	$6.15M	+$6.57M	2	1.11%	New