← 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
1426	1CM 1492 Capital Management Milwaukee, Wisconsin	$3.44M	+$2.38M	2	1.02%	Increased
1427	Reinhart Partners Mequon, Wisconsin	$3.43M	+$3.22M	1	0.08%	New
1428	Beutel, Goodman & Co Toronto, Ontario, Canada	$3.43M	-$141K	1	0.03%	Reduced
1429	VIA Virtus Investment Advisers Hartford, Connecticut	$3.41M	+$847K	2	0.79%	Increased
1430	Capital Investment Advisors Atlanta, Georgia	$3.41M	+$352K	2	0.04%	Increased
1431	CL CVFG LLC Shelbyville, Indiana	$3.41M	$0	1	0.36%	Maintained
1432	BA Bellwether Advisors Lincoln, Nebraska	$3.41M	+$688K	2	0.5%	Increased
1433	SWM SeaCrest Wealth Management Purchase, New York	$3.39M	+$1.51M	4	0.38%	Increased
1434	SIG Sky Investment Group Hartford, Connecticut	$3.39M	+$50.4K	1	0.53%	Increased
1435	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$3.39M	+$28.2K	1	1.69%	Increased
1436	VNA Valley National Advisers Bethlehem, Pennsylvania	$3.37M	+$55.8K	3	0.37%	Increased
1437	GIS Graphene Investments SAS Paris, France	$3.37M	-$3.17M	1	1.96%	Reduced
1438	FRA Front Row Advisors Tiburon, California	$3.37M	-$12.1K	1	0.97%	Reduced
1439	MFS Miller Financial Services Marshall, Michigan	$3.35M	+$571K	1	2.7%	Increased
1440	GWM Glass Wealth Management San Antonio, Texas	$3.35M	+$565K	1	1.12%	Increased
1441	CF Centaurus Financial Anaheim, California	$3.35M	+$1.14M	4	0.13%	Increased
1442	FBT First Bankers Trust Louisville, Kentucky	$3.34M	+$38.3K	1	1.04%	Increased
1443	HP Hilltop Partners Mishawaka, Indiana	$3.33M	+$154K	2	0.81%	Increased
1444	PPWP Premier Path Wealth Partners Madison, New Jersey	$3.32M	+$83.6K	2	0.38%	Increased
1445	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$3.3M	+$1.87M	2	0.7%	Increased
1446	ACM Alpha Capital Management Austin, Texas	$3.29M	+$3.12M	1	0.43%	New
1447	EWM Elevation Wealth Management Eden Prairie, Minnesota	$3.29M	+$3.43M	1	2.46%	New
1448	Avantax Planning Partners Dubuque, Iowa	$3.28M	+$27.8K	2	0.08%	Increased
1449	Sowell Financial Services North Little Rock, Arkansas	$3.28M	-$568K	5	0.11%	Reduced
1450	DWG Darden Wealth Group Ann Arbor, Michigan	$3.27M	-$28.6K	1	1.3%	Reduced