← 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
1251	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.97M	-$293K	3	0.1%	Reduced
1252	OneDigital Investment Advisors Overland Park, Kansas	$4.97M	+$175K	6	0.04%	Increased
1253	DBG De Burlo Group Boston, Massachusetts	$4.96M	-$1.59M	1	0.91%	Reduced
1254	MCM MV Capital Management Bethesda, Maryland	$4.96M	-$116K	4	0.44%	Reduced
1255	BAM Bell Asset Management Melbourne, Australia	$4.95M	+$4.68M	1	1.32%	New
1256	MF Manchester Financial Westlake Village, California	$4.93M	-$382K	2	0.88%	Reduced
1257	AIM Aigen Investment Management New York	$4.92M	+$3.32M	3	1.35%	Increased
1258	WFS Weitzel Financial Services Dubuque, Iowa	$4.92M	-$109K	1	1.67%	Reduced
1259	CCM Canal Capital Management Richmond, Virginia	$4.92M	+$764K	1	0.6%	Increased
1260	Busey Bank Urbana, Illinois	$4.9M	-$3.63K	1	0.12%	Reduced
1261	BFM Brooklands Fund Management London, United Kingdom	$4.86M	+$1.95M	1	3.8%	Increased
1262	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$4.86M	$0	1	1.15%	Maintained
1263	Independent Financial Group San Diego, California	$4.85M	+$261K	3	0.09%	Increased
1264	SAM Shikiar Asset Management New York	$4.82M	+$3.94M	1	1.22%	New
1265	SSA South Street Advisors New York	$4.82M	-$625K	1	0.63%	Reduced
1266	Dynamic Advisor Solutions Phoenix, Arizona	$4.78M	+$150K	3	0.14%	Increased
1267	Krilogy Financial St. Louis, Missouri	$4.77M	+$139K	4	0.14%	Increased
1268	VSQM V-Square Quantitative Management Chicago, Illinois	$4.76M	+$366K	3	0.45%	Increased
1269	DWM Darwin Wealth Management Tampa, Florida	$4.76M	+$880K	2	1.3%	Increased
1270	Sumitomo Life Insurance Tokyo, Japan	$4.76M	-$73.7K	2	0.08%	Reduced
1271	COI Connable Office Inc Kalamazoo, Michigan	$4.75M	-$704K	3	0.42%	Reduced
1272	PEAK6 Chicago, Illinois	$4.74M	+$2.46M	5	0.01%	Increased
1273	LTI Laffer Tengler Investments Nashville, Tennessee	$4.73M	-$225K	1	0.61%	Reduced
1274	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$4.72M	-$8.47K	1	1.99%	Reduced
1275	CWP Concord Wealth Partners Abingdon, Virginia	$4.72M	+$288K	4	0.54%	Increased