← 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
1226	SAM Scopus Asset Management New York	$5.13M	-$19.2M	1	0.07%	Reduced
1227	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$5.12M	$0	1	0.69%	Maintained
1228	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$5.12M	+$2.28M	6	0.16%	Increased
1229	SIA SGL Investment Advisors Missoula, Montana	$5.11M	+$515K	1	1.76%	Increased
1230	SC Syon Capital San Francisco, California	$5.11M	+$225K	4	0.22%	Increased
1231	F8IS Figure 8 Investment Strategies Boise, Idaho	$5.1M	-$898K	1	4.31%	Reduced
1232	PT Plimoth Trust Plymouth, Massachusetts	$5.1M	+$39.1K	1	1.02%	Increased
1233	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$5.1M	$0	1	0.3%	Maintained
1234	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$5.1M	-$3.41M	2	0.62%	Reduced
1235	RF Robbins Farley Bedford, New Hampshire	$5.1M	+$7.26K	1	1.96%	Increased
1236	CP Clayton Partners Berkeley, California	$5.09M	-$3.97M	1	3.34%	Reduced
1237	VWA Visionary Wealth Advisors O'fallon, Illinois	$5.08M	-$6.05K	2	0.2%	Reduced
1238	SRM Shelter Rock Management Jericho, New York	$5.08M	-$2.2M	2	4.93%	Reduced
1239	Guardian Capital (Canada) Toronto, Ontario, Canada	$5.07M	+$78.1K	1	0.12%	Increased
1240	MCM Mill Capital Management Concord, North Carolina	$5.05M	$0	1	0.34%	Maintained
1241	FAT First American Trust Santa Ana, California	$5.04M	-$4.18M	1	0.3%	Reduced
1242	AWA Aaron Wealth Advisors Chicago, Illinois	$5.03M	+$76K	2	0.26%	Increased
1243	WI Wealth Intelligence Columbus, Georgia	$5.01M	+$64.5K	1	2.33%	Increased
1244	1WA 180 Wealth Advisors Federal Way, Washington	$5M	+$125K	2	0.5%	Increased
1245	AC AXQ Capital Jersey City, New Jersey	$4.99M	+$3.34M	1	0.54%	Increased
1246	HIC Holderness Investments Company Greensboro, North Carolina	$4.99M	+$129K	1	0.83%	Increased
1247	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$4.99M	-$63.7K	1	1.68%	Reduced
1248	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.99M	$0	1	0.52%	Maintained
1249	PTB Pioneer Trust Bank Salem, Oregon	$4.98M	+$478K	1	1.13%	Increased
1250	SC Searle & Co Greenwich, Connecticut	$4.97M	$0	1	1.12%	Maintained