← 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
1626	VCM Versant Capital Management Phoenix, Arizona	$2.35M	-$62.5K	5	0.21%	Reduced
1627	NW Naviter Wealth Little Rock, Arkansas	$2.35M	+$198K	2	0.21%	Increased
1628	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.33M	+$8.87K	1	0.11%	Increased
1629	Simplicity Wealth Summit, New Jersey	$2.33M	+$957K	3	0.08%	Increased
1630	BC Bridgefront Capital Austin, Texas	$2.33M	+$963K	4	0.61%	Increased
1631	DP Dearborn Partners Chicago, Illinois	$2.33M	+$732K	2	0.13%	Increased
1632	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$2.33M	+$982K	2	0.46%	Increased
1633	SageView Advisory Group Newport Beach, California	$2.32M	+$54.1K	3	0.08%	Increased
1634	LCM Liberty Capital Management Birmingham, Michigan	$2.32M	+$2.52M	1	0.4%	New
1635	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$2.32M	+$6.45K	1	0.27%	Increased
1636	Antipodes Partners Royal Exchange, Australia	$2.31M	+$1.2M	2	0.04%	Increased
1637	FIC FCG Investment Company Germantown, Tennessee	$2.31M	+$201K	1	0.8%	Increased
1638	JA JLB & Associates Plymouth, Michigan	$2.31M	+$2.18M	1	0.31%	New
1639	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$2.3M	+$1.41M	2	0.22%	Increased
1640	PC PCB Capital East Brunswick, New Jersey	$2.3M	+$367K	2	2.8%	Increased
1641	Meridian Wealth Management Lexington, Kentucky	$2.3M	+$71.4K	1	0.07%	Increased
1642	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$2.3M	+$2.18M	1	0.79%	New
1643	PAP Persistent Asset Partners Hong Kong	$2.3M	+$2.13M	5	0.69%	New
1644	WWA WCG Wealth Advisors Las Vegas, Nevada	$2.3M	-$1.6M	1	0.05%	Reduced
1645	AP Anchyra Partners Atlanta, Georgia	$2.3M	+$326K	2	0.55%	Increased
1646	ACM Arrow Capital Management New York	$2.29M	+$1.58M	1	1.27%	New
1647	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$2.29M	+$1.58M	1	2.36%	New
1648	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$2.28M	-$234K	1	0.52%	Reduced
1649	BNA BankChampaign National Association Champaign, Illinois	$2.28M	+$540K	3	1.75%	Increased
1650	E. Ohman J:or Asset Management Stockholm, Sweden	$2.28M	$0	1	0.05%	Maintained