← 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
1476	Montag & Associates Atlanta, Georgia	$3.14M	+$99.9K	4	0.13%	Increased
1477	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$3.12M	+$74.6K	1	0.52%	Increased
1478	QI Qtron Investments Boston, Massachusetts	$3.1M	-$1.3M	3	0.41%	Reduced
1479	PAA Peregrine Asset Advisers Portland, Oregon	$3.09M	+$1.01M	2	0.67%	Increased
1480	SIM Stratos Investment Management Beachwood, Ohio	$3.09M	+$160K	4	0.11%	Increased
1481	SOW State of Wyoming Cheyenne, Wyoming	$3.09M	+$461K	8	0.31%	Increased
1482	CFG Cooper Financial Group Irvine, California	$3.07M	-$107K	2	0.25%	Reduced
1483	VWM Vivid Wealth Management West Des Moines, Iowa	$3.06M	-$211K	1	1.08%	Reduced
1484	Procyon Advisors Shelton, Connecticut	$3.06M	+$42.6K	3	0.13%	Increased
1485	CAAS Capital Asset Advisory Services Williamston, Michigan	$3.05M	+$201K	1	0.11%	Increased
1486	AF Advisornet Financial Minnetonka, Minnesota	$3.05M	+$154K	5	0.14%	Increased
1487	Allianz Munich, Germany	$3.04M	+$306K	2	0.03%	Increased
1488	MPWS McCarter Private Wealth Services Boston, Massachusetts	$3.03M	-$812K	1	1.05%	Reduced
1489	SMC Smith, Moore & Co Clayton, Missouri	$3.03M	-$96K	1	0.2%	Reduced
1490	Armistice Capital New York	$3.02M	+$3.28M	1	0.04%	New
1491	NWAG Net Worth Advisory Group Sandy, Utah	$3.02M	-$187K	3	0.76%	Reduced
1492	OA Oak Associates Akron, Ohio	$3.02M	$0	1	0.17%	Maintained
1493	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$3.02M	+$104K	1	1.43%	Increased
1494	SAA Southeast Asset Advisors Thomasville, Georgia	$3.01M	$0	1	0.31%	Maintained
1495	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$3.01M	+$2.85M	1	0.25%	New
1496	AHL Abel Hall LLC Baton Rouge, Louisiana	$3M	+$468K	5	0.52%	Increased
1497	CC Cypress Capital Franklin, Tennessee	$3M	-$91.5K	1	0.81%	Reduced
1498	WI Wahed Invest New York	$3M	-$71.5K	2	0.31%	Reduced
1499	TF Trek Financial Scottsdale, Arizona	$3M	+$2.41M	3	0.15%	New
1500	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$2.98M	-$994K	2	0.99%	Reduced