← 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	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$49.8K	$0	1	0.03%	Maintained
1127	Pendal Group Sydney, Australia	$46.6K	$0	1	0%	Maintained
1128	ECM Engine Capital Management New York	$46K	-$4.21M	1	0.03%	Reduced
1129	PCA Peddock Capital Advisors Braintree, Massachusetts	$46K	$0	1	0.03%	Maintained
1130	AW Alpha Windward Westwood, Massachusetts	$45K	+$3.89K	1	0.03%	Increased
1131	GCM Gables Capital Management Miami, Florida	$44K	$0	1	0.04%	Maintained
1132	CAC Certified Advisory Corp Altamonte Springs, Florida	$42K	$0	1	0.02%	Maintained
1133	SWA Sutton Wealth Advisors Tampa, Florida	$41.9K	-$10.9K	2	0.03%	Reduced
1134	CX Institutional Auburn, Indiana	$41K	+$8.04K	2	0.01%	Increased
1135	Prime Capital Investment Advisors Overland Park, Kansas	$41K	-$45K	1	0.01%	Reduced
1136	DOA D'Orazio & Associates Falls Church, Virginia	$40K	$0	2	0.01%	Maintained
1137	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$39K	+$56.9K	1	0.01%	New
1138	MassMutual Private Wealth & Trust Windsor, Connecticut	$38.3K	-$1.4K	2	0%	Reduced
1139	BCA Berman Capital Advisors Atlanta, Georgia	$38K	+$45.9K	4	0.02%	New
1140	LFA Legacy Financial Advisors Covington, Kentucky	$37K	+$11.9K	2	0.01%	Increased
1141	FIB First Interstate Bank Billings, Montana	$36K	$0	1	0.01%	Maintained
1142	PW Price Wealth Austin, Texas	$36K	$0	1	0.02%	Maintained
1143	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$36K	$0	1	0.02%	Maintained
1144	BTNA Bremer Trust National Association St. Cloud, Minnesota	$35K	+$38.7K	2	0.01%	New
1145	Penserra Capital Management Orinda, California	$35K	-$305K	1	0%	Reduced
1146	ER Enlightenment Research Miami, Florida	$34K	+$37.4K	1	0.04%	New
1147	FLI Family Legacy Inc Greenville, South Carolina	$34K	$0	1	0.03%	Maintained
1148	NSIM North Star Investment Management Chicago, Illinois	$34K	$0	1	0%	Maintained
1149	QAM QCI Asset Management Pittsford, New York	$34K	$0	1	0%	Maintained
1150	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$34K	$0	2	0.01%	Maintained