← 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
1276	NorthRock Partners Minneapolis, Minnesota	$4.72M	+$603K	3	0.07%	Increased
1277	ECM Everence Capital Management Goshen, Indiana	$4.72M	-$12.5K	4	0.25%	Reduced
1278	PCA Prosperity Capital Advisors Westlake, Ohio	$4.67M	+$2.08M	2	0.23%	Increased
1279	Penserra Capital Management Orinda, California	$4.67M	-$90.4K	4	0.04%	Reduced
1280	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$4.66M	+$854K	4	0.47%	Increased
1281	FCP Fidelis Capital Partners Tampa, Florida	$4.66M	-$115K	2	0.27%	Reduced
1282	PA Paragon Advisors College Station, Texas	$4.65M	+$317K	1	0.98%	Increased
1283	Groupama Asset Management Paris, France	$4.64M	+$720K	2	0.06%	Increased
1284	Bridgeway Capital Management Houston, Texas	$4.63M	$0	4	0.08%	Maintained
1285	Wedmont Private Capital West Chester, Pennsylvania	$4.63M	+$327K	3	0.13%	Increased
1286	TIG Tribune Investment Group New York	$4.6M	+$3.63M	2	1.86%	New
1287	VWS Virtus Wealth Solutions Cranford, New Jersey	$4.59M	+$3.43M	1	0.62%	New
1288	FMI Frec Markets Inc San Francisco, California	$4.58M	+$1.64M	4	0.41%	Increased
1289	SC Sawyer & Company Boston, Massachusetts	$4.57M	-$686K	1	1.54%	Reduced
1290	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$4.56M	+$66.1K	1	0.44%	Increased
1291	CWA Asset Management Group Naples, Florida	$4.54M	+$91.2K	3	0.14%	Increased
1292	CRWM Castle Rock Wealth Management Walnut Creek, California	$4.51M	+$448K	1	0.88%	Increased
1293	GCM GKV Capital Management Walnut Creek, California	$4.5M	+$119K	2	1.45%	Increased
1294	Harvest Portfolios Group Oakville, Ontario, Canada	$4.48M	+$357K	2	0.06%	Increased
1295	RFA Resurgent Financial Advisors Atlanta, Georgia	$4.47M	+$537K	1	1.24%	Increased
1296	PFM Patton Fund Management Dallas, Texas	$4.43M	+$838K	2	0.96%	Increased
1297	EverSource Wealth Advisors Birmingham, Alabama	$4.42M	+$755K	8	0.15%	Increased
1298	OCAI O'Connor Alternative Investments New York	$4.42M	+$4.14M	1	0.32%	New
1299	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$4.4M	+$17.7K	1	0.79%	Increased
1300	AG Ascent Group Virginia Beach, Virginia	$4.39M	+$535K	4	0.13%	Increased