← 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
1351	Main Management ETF Advisors San Francisco, California	$3.95M	+$3.7M	1	0.12%	New
1352	MFS Mattson Financial Services Kentwood, Michigan	$3.94M	-$848K	1	0.83%	Reduced
1353	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$3.94M	-$208K	4	0.19%	Reduced
1354	RFG Advisory Birmingham, Alabama	$3.92M	+$8.15K	3	0.06%	Increased
1355	SONA Asset Management (US) New York	$3.91M	+$3.09M	2	0.08%	New
1356	PP Patten & Patten Chattanooga, Tennessee	$3.9M	+$153K	1	0.21%	Increased
1357	DI DAGCO Inc Westlake, Ohio	$3.89M	+$37.5K	1	0.72%	Increased
1358	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$3.89M	-$81.9K	1	1.4%	Reduced
1359	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$3.89M	+$2.69M	1	0.79%	New
1360	C Certuity North Palm Beach, Florida	$3.88M	-$458K	2	0.19%	Reduced
1361	SIC Sigma Investment Counselors Northville, Michigan	$3.88M	-$66.5K	1	0.19%	Reduced
1362	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3.88M	+$131K	1	1.18%	Increased
1363	WTA Washington Trust Advisors Wellesley, Massachusetts	$3.86M	-$244K	2	0.29%	Reduced
1364	SFS Stiles Financial Services Edina, Minnesota	$3.85M	+$21K	1	0.97%	Increased
1365	CA Cache Advisors San Francisco, California	$3.84M	+$2.81M	1	0.33%	Increased
1366	NWM Northcape Wealth Management Williamsville, New York	$3.84M	-$24.2K	1	1.01%	Reduced
1367	TCP TMB Capital Partners Little Rock, Arkansas	$3.84M	-$147K	1	1.2%	Reduced
1368	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$3.83M	+$403K	1	1.78%	Increased
1369	WSCM Wellington Shields Capital Management New York	$3.83M	+$531K	2	0.49%	Increased
1370	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3.83M	+$172K	5	0.2%	Increased
1371	CCT Capital City Trust Tallahassee, Florida	$3.83M	-$17.7K	1	0.79%	Reduced
1372	WWM Whalen Wealth Management Las Vegas, Nevada	$3.83M	-$463K	4	1.72%	Reduced
1373	SCI S&CO Inc Boston, Massachusetts	$3.82M	$0	1	0.22%	Maintained
1374	GCP GSA Capital Partners London, United Kingdom	$3.79M	+$583K	6	0.24%	Increased
1375	Evercore Wealth Management New York	$3.78M	+$53K	3	0.05%	Increased