← 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
1201	Great Valley Advisor Group Wilmington, Delaware	$5.39M	-$177K	2	0.09%	Reduced
1202	Diversified Trust Memphis, Tennessee	$5.39M	-$857K	3	0.09%	Reduced
1203	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$5.38M	+$1.55M	3	0.33%	Increased
1204	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.37M	+$59.8K	2	0.06%	Increased
1205	HH Hilltop Holdings Dallas, Texas	$5.34M	-$8.49K	2	0.41%	Reduced
1206	CWM CMH Wealth Management Portsmouth, New Hampshire	$5.32M	-$58.5K	1	0.81%	Reduced
1207	CCM Candelo Capital Management New York	$5.31M	-$830K	1	3.27%	Reduced
1208	Sculptor Capital New York	$5.31M	+$2.24M	2	0.04%	Increased
1209	HWA HCR Wealth Advisors Los Angeles, California	$5.29M	+$14.9K	1	0.47%	Increased
1210	OFG Oxford Financial Group Carmel, Indiana	$5.29M	-$27K	1	0.27%	Reduced
1211	CCG Cypress Capital Group Palm Beach, Florida	$5.28M	+$780K	2	0.49%	Increased
1212	Y.D. More Investments Ramat Gan, Israel	$5.26M	+$4.52M	2	0.16%	Increased
1213	DJE Kapital 82049 Pullach, Germany	$5.23M	+$5.06M	1	0.1%	New
1214	EFS Essex Financial Services Essex, Connecticut	$5.21M	+$1.37M	4	0.26%	Increased
1215	PLC Pillsbury Lake Capital San Francisco, California	$5.21M	+$4.63M	1	1.42%	New
1216	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5.21M	-$458K	1	0.79%	Reduced
1217	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$5.2M	+$4.34M	2	0.3%	Increased
1218	IEQ Capital Foster City, California	$5.18M	+$3.39M	5	0.02%	Increased
1219	CWI Conscious Wealth Investments Coral Gables, Florida	$5.17M	-$142K	1	2.66%	Reduced
1220	TD Private Client Wealth New York	$5.17M	-$1.04M	4	0.09%	Reduced
1221	NL NWAM LLC Mercer Island, Washington	$5.16M	+$333K	2	0.26%	Increased
1222	QCM Qsemble Capital Management New York	$5.16M	+$4.72M	3	0.66%	New
1223	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$5.16M	-$7.11K	2	1.39%	Reduced
1224	BFA Bright Financial Advisors Portage, Michigan	$5.14M	+$212K	1	2.15%	Increased
1225	TIP Torray Investment Partners Bethesda, Maryland	$5.14M	+$12K	1	0.69%	Increased