← 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
1176	WAM Wilson Asset Management Sydney, Australia	$5.75M	+$5.44M	1	1.58%	New
1177	MK MASTERINVEST Kapitalanlage Vienna,	$5.74M	-$18.9K	3	0.49%	Reduced
1178	SWM StoneCrest Wealth Management Chandler, Arizona	$5.74M	+$5.34M	1	1.83%	New
1179	OIMU Osmosis Investment Management UK London, United Kingdom	$5.72M	-$3.94M	3	0.27%	Reduced
1180	MFAM Motley Fool Asset Management Alexandria, Virginia	$5.71M	+$6.14M	2	0.22%	New
1181	VF Virtu Financial New York	$5.69M	+$862K	3	0.18%	Increased
1182	GCM Genus Capital Management Vancouver, British Columbia, Canada	$5.67M	+$5.51M	2	0.56%	Increased
1183	SBI Okasan Asset Management Tokyo, Japan	$5.66M	-$79.6K	2	0.19%	Reduced
1184	VCM Vennlight Capital Management Weston, Connecticut	$5.61M	+$4.46M	2	3.76%	New
1185	Mission Wealth Management Santa Barbara, California	$5.59M	+$1.8M	4	0.07%	Increased
1186	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$5.58M	-$39.5K	1	2.35%	Reduced
1187	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$5.58M	-$1.37M	3	0.18%	Reduced
1188	TC Trilogy Capital Irvine, California	$5.55M	-$1.17M	2	0.22%	Reduced
1189	RCG Ridge Creek Global Strongsville, Ohio	$5.52M	-$84.9K	2	4.29%	Reduced
1190	RAM Ramirez Asset Management New York	$5.51M	-$403	1	0.57%	Reduced
1191	LCM Lakewood Capital Management New York	$5.5M	+$3.79M	1	0.28%	New
1192	MCM Mitchell Capital Management Leawood, Kansas	$5.48M	-$2.14M	1	0.83%	Reduced
1193	IFP Advisors Tampa, Florida	$5.47M	-$138K	10	0.1%	Reduced
1194	NB NBT Bank Norwich, New York	$5.46M	+$56.9K	2	0.36%	Increased
1195	Belpointe Asset Management Reno, Nevada	$5.46M	-$450K	1	0.18%	Reduced
1196	WPW Winthrop Partners - WNY Buffalo, New York	$5.43M	+$39.5K	1	2.68%	Increased
1197	HCM Howland Capital Management Boston, Massachusetts	$5.42M	-$160K	1	0.2%	Reduced
1198	First Merchants Corp Muncie, Indiana	$5.42M	+$4.33M	1	0.19%	Increased
1199	MKC M. Kraus & Co Shelburne, Vermont	$5.41M	+$3.56M	1	1.43%	Increased
1200	Western Wealth Management Golden, Colorado	$5.4M	+$271K	2	0.18%	Increased