← 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
1326	RAM Riggs Asset Management Dallas, Pennsylvania	$4.16M	+$3.94M	1	0.74%	New
1327	CCAM Capelight Capital Asset Management New York	$4.15M	+$3.11M	2	1.99%	New
1328	DA Dover Advisors Richmond, Virginia	$4.15M	+$30.6K	1	1.7%	Increased
1329	MAMA Myriad Asset Management Advisors West Palm Beach, Florida	$4.14M	+$42.3K	1	0.98%	Increased
1330	Davis Selected Advisers Tucson, Arizona	$4.13M	+$921K	1	0.02%	Increased
1331	CAM Cypress Asset Management Houston, Texas	$4.13M	+$261K	1	0.8%	Increased
1332	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$4.12M	+$75.8K	1	0.64%	Increased
1333	SIC Samalin Investment Counsel Chappaqua, New York	$4.11M	-$904K	3	1.29%	Reduced
1334	S Storgate Dallas, Texas	$4.11M	+$1.09M	3	0.85%	Increased
1335	PWP Private Wealth Partners Mill Valley, California	$4.1M	-$93.6K	1	0.29%	Reduced
1336	BFA Bill Few Associates Pittsburgh, Pennsylvania	$4.1M	-$90.7K	1	0.87%	Reduced
1337	PCM Prelude Capital Management New York	$4.09M	+$1.58M	8	0.3%	Increased
1338	PTCG Pring Turner Capital Group Alamo, California	$4.08M	-$578K	1	2.33%	Reduced
1339	IAS Insigneo Advisory Services Miami, Florida	$4.07M	+$1.12M	4	0.15%	Increased
1340	Obermeyer Wealth Partners Aspen, Colorado	$4.06M	-$46.8K	1	0.17%	Reduced
1341	SFG Snider Financial Group Bellevue, Washington	$4.05M	+$4.4M	1	1.03%	New
1342	N Numerai San Francisco, California	$4.05M	+$2.79M	2	0.33%	Increased
1343	IFWM Institute for Wealth Management Denver, Colorado	$4.04M	+$709K	4	0.36%	Increased
1344	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$4.04M	-$825K	1	0.98%	Reduced
1345	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$4.01M	-$13.3K	1	4.76%	Reduced
1346	SRL Scientech Research LLC Jersey City, New Jersey	$4.01M	+$2.5M	4	3.25%	Increased
1347	LGT Fund Management Vaduz, Liechtenstein	$4M	-$451K	1	0.17%	Reduced
1348	CW CrossGen Wealth Greenville, North Carolina	$3.99M	+$58.5K	1	3.1%	Increased
1349	ACM Aubrey Capital Management Edinburgh, United Kingdom	$3.98M	+$3.54M	1	2.49%	New
1350	S Sunpointe St. Louis, Missouri	$3.95M	+$396K	3	1.12%	Increased