← 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
1451	NSIM North Star Investment Management Chicago, Illinois	$3.27M	-$200K	4	0.18%	Reduced
1452	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$3.27M	-$39.1K	1	0.81%	Reduced
1453	Csenge Advisory Group Clearwater, Florida	$3.26M	+$18.6K	2	0.13%	Increased
1454	HA Herold Advisors New York	$3.26M	-$96.8K	1	0.64%	Reduced
1455	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$3.25M	+$79.7K	3	0.66%	Increased
1456	KA KLCM Advisors Milwaukee, Wisconsin	$3.25M	+$2.42K	2	0.26%	Increased
1457	WC Whitney & Co Rochester, New York	$3.25M	-$34.7K	2	0.24%	Reduced
1458	GC Gratia Capital Los Angeles, California	$3.24M	-$3.11M	1	1.96%	Reduced
1459	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$3.24M	+$56.9K	1	0.51%	Increased
1460	PFG Prosperity Financial Group San Ramon, California	$3.24M	+$114K	2	1%	Increased
1461	Two Seas Capital Rye, New York	$3.23M	+$2.07M	1	0.06%	Increased
1462	HCS Himension Capital (Singapore) Singapore	$3.23M	+$331K	3	0.2%	Increased
1463	Foster Group West Des Moines, Iowa	$3.22M	+$286K	2	0.09%	Increased
1464	BJF Blue Jean Financial Albany, New York	$3.22M	+$2.86M	1	2.24%	New
1465	TSW Three Seasons Wealth Salt Lake City, Utah	$3.21M	+$1.06M	3	0.29%	Increased
1466	BCM Buckhead Capital Management Atlanta, Georgia	$3.2M	+$31.1K	1	1.1%	Increased
1467	ONGA O'Neil Global Advisors Los Angeles, California	$3.18M	+$2.82M	1	0.71%	New
1468	PAS Parsonex Advisory Services Englewood, Colorado	$3.17M	+$241K	1	2.76%	Increased
1469	BCM Bannerstone Capital Management Wayzata, Minnesota	$3.17M	+$903K	3	2.66%	Increased
1470	WA Wealth Alliance Mellville, New York	$3.17M	-$279K	2	0.27%	Reduced
1471	AMIM Aull & Monroe Investment Management Mobile, Alabama	$3.16M	-$9.28K	1	1.32%	Reduced
1472	SRC Sage Rhino Capital Menlo Park, California	$3.16M	-$886K	2	0.51%	Reduced
1473	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$3.15M	+$522K	1	0.63%	Increased
1474	CB CNB Bank Clearfield, Pennsylvania	$3.15M	-$171K	2	1.23%	Reduced
1475	CT Coastline Trust Providence, Rhode Island	$3.15M	+$8.06K	1	0.28%	Increased