← 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
1851	AWA Artemis Wealth Advisors New York	$1.61M	+$1.43M	1	0.19%	New
1852	PA Probity Advisors Dallas, Texas	$1.61M	-$103K	2	0.23%	Reduced
1853	TI TrueMark Investments Chicago, Illinois	$1.61M	+$827K	1	0.2%	Increased
1854	PAR Capital Management Boston, Massachusetts	$1.61M	+$1.2M	1	0.04%	New
1855	RFL RD Finance Ltd Limassol, Cyprus	$1.61M	+$1.52M	1	1.59%	New
1856	BG BDF Gestion Paris, France	$1.6M	-$406K	1	0.21%	Reduced
1857	PCG PFC Capital Group Los Angeles, California	$1.59M	+$33.5K	1	0.61%	Increased
1858	ML McAdam LLC Philadelphia, Pennsylvania	$1.59M	+$397K	4	0.06%	Increased
1859	Twin Tree Management Dallas, Texas	$1.59M	+$1.04M	2	0.03%	Increased
1860	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$1.59M	+$454K	1	0.2%	Increased
1861	SC Simcoe Capital Spokane, Washington	$1.59M	-$2.06M	1	0.97%	Reduced
1862	UCB United Community Bank Greenville, South Carolina	$1.58M	-$271K	2	0.49%	Reduced
1863	IIA Integral Investment Advisors Turlock, California	$1.57M	$0	1	0.35%	Maintained
1864	SF Sun Financial Midvale, Utah	$1.57M	+$14.1K	1	0.74%	Increased
1865	1M 1248 Management Kansas City, Missouri	$1.57M	$0	2	0.61%	Maintained
1866	AIM Aspen Investment Management Grand Rapids, Michigan	$1.57M	+$27.4K	1	0.42%	Increased
1867	BWM Biltmore Wealth Management Tempe, Arizona	$1.56M	+$21K	1	0.49%	Increased
1868	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.56M	-$44.4K	1	1.35%	Reduced
1869	Focus Financial Network Minneapolis, Minnesota	$1.56M	+$427K	3	0.05%	Increased
1870	BAG Bauman Advisory Group Las Vegas, Nevada	$1.56M	+$936K	3	0.82%	Increased
1871	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.55M	-$458K	2	0.04%	Reduced
1872	FAM Formidable Asset Management Cincinnati, Ohio	$1.54M	$0	1	0.24%	Maintained
1873	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$1.53M	+$29.4K	1	0.88%	Increased
1874	TPI Trust Point Inc La Crosse, Wisconsin	$1.53M	-$316K	2	0.13%	Reduced
1875	FHC First Horizon Corporation Memphis, Tennessee	$1.53M	+$55.8K	4	0.06%	Increased