← 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
1501	HT Heritage Trust Oklahoma City, Oklahoma	$2.98M	+$1.16M	2	0.26%	Increased
1502	Intact Investment Management Montreal, Quebec, Canada	$2.98M	-$3.31M	1	0.08%	Reduced
1503	DAS DMKC Advisory Services Des Moines, Iowa	$2.98M	$0	1	0.56%	Maintained
1504	MWM M3 Wealth Management Cincinnati, Ohio	$2.97M	+$81.1K	1	1.93%	Increased
1505	KIM Kane Investment Management Los Gatos, California	$2.95M	+$453K	2	1.26%	Increased
1506	LWP LMG Wealth Partners Shreveport, Louisiana	$2.93M	+$16.5K	1	0.47%	Increased
1507	KAS KPP Advisory Services Louisville, Kentucky	$2.92M	+$12.2K	2	0.37%	Increased
1508	SLA Silver Lake Advisory Cottonwood Heights, Utah	$2.91M	-$73K	1	1.04%	Reduced
1509	Welch & Forbes Boston, Massachusetts	$2.91M	+$715K	2	0.04%	Increased
1510	CSM Advisors Warrendale, Pennsylvania	$2.9M	+$2.75M	1	0.06%	New
1511	PWG Portside Wealth Group Provo, Utah	$2.9M	+$520K	5	0.34%	Increased
1512	NIA NIA Impact Advisors Berkeley, California	$2.9M	+$1.03M	2	1.2%	Increased
1513	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$2.9M	-$138K	1	0.33%	Reduced
1514	BFW Brady Family Wealth Saint Louis, Missouri	$2.89M	+$388K	1	0.83%	Increased
1515	Valmark Advisers Akron, Ohio	$2.88M	+$22.6K	1	0.03%	Increased
1516	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$2.88M	-$233K	1	0.1%	Reduced
1517	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.87M	-$87.8K	3	0.29%	Reduced
1518	Clark Capital Management Group Philadelphia, Pennsylvania	$2.87M	+$1.15M	3	0.02%	Increased
1519	SWP Strategic Wealth Partners Independence, Ohio	$2.87M	+$358K	3	0.18%	Increased
1520	TAFW Tred Avon Family Wealth Easton, Maryland	$2.86M	-$206K	2	0.87%	Reduced
1521	AI Atom Investors Austin, Texas	$2.85M	-$3M	2	0.25%	Reduced
1522	IFS Ifrah Financial Services Little Rock, Arkansas	$2.84M	-$68.7K	3	0.69%	Reduced
1523	RCM Regency Capital Management Honolulu, Hawaii	$2.83M	+$2.68M	1	1.13%	New
1524	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$2.82M	+$879K	2	1.1%	Increased
1525	Robertson Stephens Wealth Management San Francisco, California	$2.82M	+$1.21K	1	0.07%	Increased