← 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
1301	Wilmington Savings Fund Society Wilmington, Delaware	$4.36M	-$88.9K	3	0.1%	Reduced
1302	CBA Coastal Bridge Advisors Westport, Connecticut	$4.36M	+$462K	3	0.27%	Increased
1303	FFA Florida Financial Advisors Tampa, Florida	$4.35M	+$3.76M	3	0.74%	Increased
1304	HUB Investment Partners Austin, Texas	$4.35M	+$1.36M	3	0.08%	Increased
1305	LB Legacy Bridge West Des Moines, Iowa	$4.34M	+$62.9K	1	1.34%	Increased
1306	TC T3 Companies New York	$4.34M	+$3.08M	2	4.63%	Increased
1307	IWS Insight Wealth Strategies San Ramon, California	$4.32M	+$3.41M	1	0.42%	New
1308	HA Harfst & Associates Sheridan, Wyoming	$4.32M	-$246K	1	0.67%	Reduced
1309	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$4.31M	-$57.7K	1	0.81%	Reduced
1310	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.31M	-$4.89K	4	0.1%	Reduced
1311	NG Norden Group Provo, Utah	$4.29M	+$182K	4	0.35%	Increased
1312	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.29M	+$3.38M	3	0.22%	Increased
1313	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$4.27M	+$4.04M	1	0.52%	New
1314	Advent Capital Management New York	$4.26M	$0	1	0.1%	Maintained
1315	SIA Soltis Investment Advisors St. George, Utah	$4.25M	+$7.17K	2	0.24%	Increased
1316	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$4.24M	-$219K	2	0.08%	Reduced
1317	JCM Jacobi Capital Management Pittston, Pennsylvania	$4.24M	+$245K	3	0.21%	Increased
1318	PCM Prentice Capital Management Greenwich, Connecticut	$4.23M	+$1.14M	1	8.01%	Increased
1319	NL NVWM LLC Yardley, Pennsylvania	$4.23M	-$94.6K	3	0.85%	Reduced
1320	ISWM Independent Solutions Wealth Management Williamsville, New York	$4.23M	-$133K	1	0.55%	Reduced
1321	BHA Beech Hill Advisors New York	$4.23M	-$68.2K	1	1.87%	Reduced
1322	RCYC Richard C. Young & Co Newport, Rhode Island	$4.21M	+$3.98M	1	0.31%	New
1323	HWM Hohimer Wealth Management Seattle, Washington	$4.2M	+$128K	1	0.42%	Increased
1324	NFG Nations Financial Group Cedar Rapids, Iowa	$4.17M	+$2.51M	1	0.2%	Increased
1325	PI PFG Investments Woodbury, New York	$4.17M	+$1.39M	5	0.16%	Increased