← 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
1801	ZWJ Investment Counsel Atlanta, Georgia	$1.72M	+$6.45K	1	0.06%	Increased
1802	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$1.72M	+$634	3	0.35%	Increased
1803	SOS Silver Oak Securities Jackson, Tennessee	$1.72M	-$440K	2	0.1%	Reduced
1804	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$1.71M	+$166K	2	0.11%	Increased
1805	GTS Securities Miami, Florida	$1.71M	+$946K	3	0.04%	Increased
1806	AW Alaethes Wealth Glenbrook, Nevada	$1.71M	+$1.62M	1	0.5%	New
1807	EB Emprise Bank Wichita, Kansas	$1.71M	-$16.1K	1	0.63%	Reduced
1808	Wasatch Advisors Salt Lake City, Utah	$1.71M	-$2.56M	1	0.01%	Reduced
1809	SAM Steinberg Asset Management New York	$1.71M	$0	1	1.06%	Maintained
1810	HCM HMS Capital Management Nashville, Tennessee	$1.71M	+$569K	2	0.64%	Increased
1811	AF Ally Financial Detroit, Michigan	$1.7M	-$807K	1	0.22%	Reduced
1812	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$1.7M	+$1.61M	2	0.66%	New
1813	HFO Heritage Family Offices Scottsdale, Arizona	$1.7M	-$717K	2	0.66%	Reduced
1814	RCS Retirement Capital Strategies San Jose, California	$1.7M	$0	1	0.59%	Maintained
1815	FG Formula Growth Montreal, Quebec, Canada	$1.69M	-$2.4M	1	0.6%	Reduced
1816	CTC Cetera Trust Company St. Paul, Minnesota	$1.69M	-$30.2K	3	0.85%	Reduced
1817	CCG Ceeto Capital Group Coral Gables, Florida	$1.69M	+$1.29M	1	0.46%	Increased
1818	LWA Lantern Wealth Advisors Melville, New York	$1.69M	+$10.1K	1	0.77%	Increased
1819	EW Elyxium Wealth San Mateo, California	$1.69M	+$621K	2	0.18%	Increased
1820	CL CIM LLC Albany, New York	$1.69M	-$974K	1	0.22%	Reduced
1821	NFSG Newbridge Financial Services Group Boca Raton, Florida	$1.69M	+$1.12M	1	0.21%	Increased
1822	MC Matisse Capital Portland, Oregon	$1.69M	$0	1	0.68%	Maintained
1823	Avior Wealth Management Omaha, Nebraska	$1.69M	+$9.29K	2	0.04%	Increased
1824	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$1.68M	+$44.4K	1	0.43%	Increased
1825	CA Cullinan Associates Louisville, Kentucky	$1.68M	-$12.5K	1	0.13%	Reduced