← 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
1726	SCP Stamos Capital Partners Menlo Park, California	$1.97M	-$294K	1	0.3%	Reduced
1727	HFM Hartford Funds Management Wayne, Pennsylvania	$1.97M	+$1.86M	1	0.16%	New
1728	QIM Quantitative Investment Management Charlottesville, Virginia	$1.96M	+$2.13M	1	0.21%	New
1729	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$1.96M	-$3.64M	4	0.12%	Reduced
1730	PPA Pacific Point Advisors Rancho Santa Fe, California	$1.96M	-$387K	1	0.89%	Reduced
1731	PTP Platform Technology Partners New York	$1.95M	+$53.7K	2	0.32%	Increased
1732	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.94M	+$22K	2	0.21%	Increased
1733	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$1.94M	-$150K	1	0.14%	Reduced
1734	1SB 1ST Source Bank South Bend, Indiana	$1.93M	+$51.2K	1	0.09%	Increased
1735	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$1.93M	+$315K	1	1.3%	Increased
1736	OCM Orion Capital Management Coronado, California	$1.93M	$0	1	0.6%	Maintained
1737	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$1.92M	-$216K	2	0.28%	Reduced
1738	BC BDFS Capital Rehoboth Beach, Delaware	$1.92M	+$42.1K	2	0.83%	Increased
1739	AT Adelphi Trust Saint Petersburg, Florida	$1.92M	+$88.7K	1	1.27%	Increased
1740	TWM Tradition Wealth Management Edina, Minnesota	$1.91M	+$474K	3	0.12%	Increased
1741	ARG Advisory Resource Group Tulsa, Oklahoma	$1.91M	-$120K	1	0.29%	Reduced
1742	TSS Two Sigma Securities New York	$1.9M	-$2.36M	4	0.16%	Reduced
1743	ANBT American National Bank & Trust Wichita Falls, Texas	$1.9M	-$3.23K	2	0.16%	Reduced
1744	SCI Stableford Capital II Scottsdale, Arizona	$1.9M	+$156K	1	0.66%	Increased
1745	DCA DB&C Advisors Holland, Michigan	$1.89M	+$4.03K	1	2.05%	Increased
1746	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$1.89M	+$1.42M	1	0.29%	New
1747	RWB RMR Wealth Builders Montclair, New Jersey	$1.89M	+$53.6K	2	0.12%	Increased
1748	SAM Silphium Asset Management London, United Kingdom	$1.89M	+$288K	1	0.64%	Increased
1749	MIM Monashee Investment Management Boston, Massachusetts	$1.88M	-$8.55M	1	3.16%	Reduced
1750	XF XML Financial Bethesda, Maryland	$1.88M	-$163K	2	0.14%	Reduced