← 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
1751	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.88M	+$216K	3	0.48%	Increased
1752	IWA Invera Wealth Advisors Bend, Oregon	$1.88M	+$24.2K	3	1.01%	Increased
1753	HCM Heights Capital Management San Francisco, California	$1.87M	+$1.4M	1	0.43%	New
1754	LA LVW Advisors Pittsford, New York	$1.87M	+$297K	3	0.16%	Increased
1755	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$1.86M	-$48.4K	6	0.18%	Reduced
1756	SBI Securities Tokyo, Japan	$1.86M	+$288K	12	0.04%	Increased
1757	YMRC Yorktown Management & Research Company Forest, Virginia	$1.86M	+$785K	2	1.14%	Increased
1758	PC Parrish Capital Kennesaw, Georgia	$1.86M	-$380K	1	1.79%	Reduced
1759	WEG World Equity Group Schaumburg, Illinois	$1.86M	-$46.4K	1	0.42%	Reduced
1760	National Philanthropic Trust Jenkintown, Pennsylvania	$1.86M	+$947K	2	0.03%	Increased
1761	CFO Cambient Family Office Ada, Michigan	$1.85M	+$10.9K	1	0.23%	Increased
1762	DCA DSG Capital Advisors Edina, Minnesota	$1.84M	-$37.5K	1	0.26%	Reduced
1763	DCM Davis Capital Management Jacksonville, Florida	$1.84M	+$5.24K	2	1.09%	Increased
1764	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$1.84M	-$15.2K	2	0.21%	Reduced
1765	KIG Kennedy Investment Group West Depford, New Jersey	$1.84M	-$217K	1	0.62%	Reduced
1766	A Argentarii Cincinnati, Ohio	$1.83M	-$8.87K	1	0.55%	Reduced
1767	OC Oakworth Capital Birmingham, Alabama	$1.82M	-$6.45K	2	0.09%	Reduced
1768	Maven Securities St Helier, Jersey	$1.82M	-$11.4M	2	0.04%	Reduced
1769	Empirical Finance Havertown, Pennsylvania	$1.82M	+$94.6K	1	0.08%	Increased
1770	RIA Regal Investment Advisors Kentwood, Michigan	$1.82M	+$988K	1	0.09%	Increased
1771	BWM Buckley Wealth Management Las Vegas, Nevada	$1.81M	-$38.3K	1	0.45%	Reduced
1772	PCG Prosperity Consulting Group Owings Mills, Maryland	$1.8M	+$331K	2	0.07%	Increased
1773	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$1.79M	+$38.3K	2	0.27%	Increased
1774	SW SlateStone Wealth Jupiter, Florida	$1.79M	-$23K	1	0.14%	Reduced
1775	OE OFS Enterprise Kearney, Nebraska	$1.79M	-$6.05K	1	0.46%	Reduced