← 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
1551	SG StoneX Group New York	$2.71M	-$316K	2	0.11%	Reduced
1552	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$2.7M	-$176K	3	0.26%	Reduced
1553	CFP Catalyst Financial Partners Boston, Massachusetts	$2.7M	+$380K	3	0.27%	Increased
1554	PWP Principle Wealth Partners Madison, Connecticut	$2.7M	-$42.7K	1	0.13%	Reduced
1555	BB Burford Brothers Dallas, Texas	$2.7M	+$1.86M	1	0.99%	New
1556	CFD Creative Financial Designs Kokomo, Indiana	$2.69M	+$1.04M	7	0.13%	Increased
1557	Smithfield Trust Pittsburgh, Pennsylvania	$2.69M	-$32.2K	3	0.11%	Reduced
1558	JF JSF Financial Los Angeles, California	$2.68M	-$478K	1	0.42%	Reduced
1559	SIAG Signet Investment Advisory Group Providence, Rhode Island	$2.68M	+$21K	1	1.18%	Increased
1560	NP Nilsine Partners Greenwood Village, Colorado	$2.68M	-$23.7K	4	0.19%	Reduced
1561	TFS Thoroughbred Financial Services Brentwood, Tennessee	$2.67M	+$643K	2	0.13%	Increased
1562	CCA Checchi Capital Advisers Beverly Hills, California	$2.67M	+$270K	3	0.12%	Increased
1563	Old National Bancorp Evansville, Indiana	$2.67M	-$146K	2	0.05%	Reduced
1564	BRF B. Riley Financial Los Angeles, California	$2.65M	+$2.01M	1	0.61%	New
1565	71 West Capital Partners Boston, Massachusetts	$2.65M	+$835K	2	0.09%	Increased
1566	GC Guidance Capital Lousville, Kentucky	$2.64M	+$14.5K	2	0.57%	Increased
1567	AA Altman Advisors Chicago, Illinois	$2.64M	-$20.2K	1	0.95%	Reduced
1568	Todd Asset Management Louisville, Kentucky	$2.64M	$0	1	0.05%	Maintained
1569	RRA Round Rock Advisors Wilton, Connecticut	$2.64M	+$4.65K	3	0.34%	Increased
1570	BWG Berry Wealth Group Granbury, Texas	$2.62M	-$19.4K	1	8.43%	Reduced
1571	SP Stonebrook Private Northville, Michigan	$2.62M	-$169K	1	0.48%	Reduced
1572	BAM Blueshift Asset Management Red Bank, New Jersey	$2.62M	+$1.88M	3	0.61%	Increased
1573	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.62M	-$278K	1	1.17%	Reduced
1574	CA Claro Advisors Boston, Massachusetts	$2.61M	+$44.8K	1	0.27%	Increased
1575	HCA Harbor Capital Advisors Chicago, Illinois	$2.61M	-$476K	4	0.18%	Reduced