← 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
1651	Maverick Capital Dallas, Texas	$2.27M	+$2.09M	3	0.02%	New
1652	PMA Prudent Man Advisors Naperville, Illinois	$2.27M	+$2.15M	1	0.52%	New
1653	UBG United Bank (Georgia) Zebulon, Georgia	$2.27M	+$172K	1	0.69%	Increased
1654	AWM Arista Wealth Management Las Vegas, Nevada	$2.26M	+$262K	2	0.24%	Increased
1655	WIM Walsky Investment Management Wyomissing, Pennsylvania	$2.26M	-$82.7K	1	2.1%	Reduced
1656	WAM WNY Asset Management Williamsville, New York	$2.26M	+$2.1M	1	0.2%	New
1657	Douglass Winthrop Advisors New York	$2.25M	+$168K	2	0.04%	Increased
1658	Geneos Wealth Management Englewood, Colorado	$2.25M	+$61.4K	3	0.05%	Increased
1659	IIA IPG Investment Advisors San Diego, California	$2.25M	+$1.9M	3	0.32%	Increased
1660	MCC Money Concepts Capital Palm Beach Gardens, Florida	$2.24M	+$360K	2	0.1%	Increased
1661	EC EntryPoint Capital New York	$2.23M	+$994K	3	0.54%	Increased
1662	GC Grizzlyrock Capital Chicago, Illinois	$2.23M	+$1.54M	1	1.56%	New
1663	WFP Worthington Financial Partners Worthington, Ohio	$2.23M	-$40.5K	1	1.85%	Reduced
1664	XWM Xcel Wealth Management Holly Hill, Florida	$2.23M	+$479K	1	0.53%	Increased
1665	SIC Sterling Investment Counsel Buffalo, New York	$2.23M	-$20.6K	1	0.52%	Reduced
1666	SWM SHP Wealth Management Plymouth, Massachusetts	$2.22M	+$640K	7	0.15%	Increased
1667	BA Bridgewater Advisors New York	$2.22M	+$489K	3	0.12%	Increased
1668	TIA Trust Investment Advisors Indianapolis, Indiana	$2.22M	-$5.24K	1	1.06%	Reduced
1669	DIM Delta Investment Management San Francisco, California	$2.22M	+$504K	1	0.36%	Increased
1670	TWP Triad Wealth Partners Lawrence, Kansas	$2.2M	-$793K	2	0.13%	Reduced
1671	MIM MTM Investment Management Spartanburg, South Carolina	$2.2M	+$3.63K	2	0.63%	Increased
1672	Howard Capital Management Roswell, Georgia	$2.2M	+$1.63M	2	0.03%	Increased
1673	Choate Investment Advisors Boston, Massachusetts	$2.2M	+$72.1K	2	0.04%	Increased
1674	CH Canton Hathaway Providence, Rhode Island	$2.19M	$0	1	0.42%	Maintained
1675	ADMI Albert D. Mason Inc Boston, Massachusetts	$2.19M	-$403	1	1.25%	Reduced