← 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
1826	HT Headlands Technologies Chicago, Illinois	$1.67M	+$1.21M	2	0.18%	New
1827	NDBT North Dallas Bank & Trust Dallas, Texas	$1.67M	+$386K	1	0.99%	Increased
1828	BCG Breakwater Capital Group Paramus, New Jersey	$1.66M	-$23.8K	1	0.2%	Reduced
1829	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$1.66M	-$110K	1	0.58%	Reduced
1830	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.66M	+$301K	1	0.07%	Increased
1831	DFC DB Fitzpatrick & Co Boise, Idaho	$1.66M	-$23.8K	1	1.34%	Reduced
1832	CCM Condor Capital Management Martinsville, New Jersey	$1.66M	+$24.2K	1	0.12%	Increased
1833	NAAA New Age Alpha Advisors Rye, New York	$1.65M	-$2.73M	2	0.07%	Reduced
1834	TPA Trivium Point Advisory Westport, Connecticut	$1.65M	+$308K	1	0.15%	Increased
1835	MIC Maxi Investments CY Limassol, Cyprus	$1.65M	-$65.1K	2	0.33%	Reduced
1836	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$1.65M	-$300K	3	0.4%	Reduced
1837	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.65M	-$24.2K	2	0.22%	Reduced
1838	SP SmartHarvest Portfolios Poulsbo, Washington	$1.65M	+$355K	3	0.53%	Increased
1839	1C 111 Capital Paris, France	$1.65M	+$429K	4	0.28%	Increased
1840	Caxton Associates (UK) London,	$1.64M	+$1.58M	3	0.03%	New
1841	MEG Millstone Evans Group Boulder, Colorado	$1.64M	-$17.7K	3	0.89%	Reduced
1842	AIM Advyzon Investment Management Lisle, Illinois	$1.64M	+$390K	2	0.12%	Increased
1843	Advisory Alpha Holland, Michigan	$1.64M	+$365K	3	0.04%	Increased
1844	PPC Park Place Capital Homewood, Alabama	$1.63M	+$681K	4	0.26%	Increased
1845	PWP Prasad Wealth Partners Independence, Ohio	$1.63M	-$8.87K	1	0.39%	Reduced
1846	EAM Empirical Asset Management Wellesley, Massachusetts	$1.62M	-$793K	2	0.36%	Reduced
1847	YCM Yakira Capital Management Westport, Connecticut	$1.62M	+$1M	1	0.46%	Increased
1848	RWP Revolve Wealth Partners Hackensack, New Jersey	$1.61M	+$888K	3	0.17%	Increased
1849	BFG Berger Financial Group Plymouth, Minnesota	$1.61M	-$12.9K	1	0.08%	Reduced
1850	CCWM Correct Capital Wealth Management Clayton, Missouri	$1.61M	-$26.2K	1	0.28%	Reduced