← 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
1876	MIA MainStreet Investment Advisors Chicago, Illinois	$1.53M	+$279K	1	0.21%	Increased
1877	OA Oasis Advisors Forest City, Iowa	$1.53M	-$14.9M	1	0.99%	Reduced
1878	LC LCNB Corp Lebanon, Ohio	$1.52M	+$3.23K	1	0.47%	Increased
1879	CP Canopy Partners Cincinnati, Ohio	$1.52M	+$10.5K	1	0.46%	Increased
1880	BCA Bay Colony Advisors Concord, Massachusetts	$1.51M	+$405K	3	0.17%	Increased
1881	TTIC Tower Trust & Investment Company Davenport, Iowa	$1.51M	-$179K	2	0.92%	Reduced
1882	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$1.51M	-$132K	2	0.16%	Reduced
1883	RGC Regents Gate Capital London, United Kingdom	$1.51M	-$18.2M	1	2.01%	Reduced
1884	TM TigerOak Management Albuquerque, New Mexico	$1.5M	-$8.72K	3	0.42%	Reduced
1885	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$1.49M	$0	1	0.99%	Maintained
1886	AWM Aprio Wealth Management Atlanta, Georgia	$1.49M	+$233K	2	0.07%	Increased
1887	SPF South Plains Financial Lubbock, Texas	$1.49M	-$40.3K	2	0.8%	Reduced
1888	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.48M	-$671K	1	0%	Reduced
1889	AWM Aviso Wealth Management Bellevue, Washington	$1.48M	-$317K	1	0.5%	Reduced
1890	PWMG Prestige Wealth Management Group Flemington, New Jersey	$1.48M	+$375K	3	0.27%	Increased
1891	TP Thayer Partners Wyndmoor, Pennsylvania	$1.48M	-$11.7K	1	0.61%	Reduced
1892	MCM Mainstream Capital Management Los Angeles, California	$1.47M	+$11.7K	1	0.89%	Increased
1893	CPIH Consolidated Press International Holdings Sydney, Australia	$1.47M	+$1.53M	1	56.42%	New
1894	OAM Oxford Asset Management Oxford, United Kingdom	$1.47M	+$1.41M	3	0.72%	New
1895	IA Inspire Advisors Meridian, Idaho	$1.46M	+$1.27M	3	0.1%	New
1896	LF Lee Financial Dallas, Texas	$1.46M	+$213K	1	0.19%	Increased
1897	GWA Geometric Wealth Advisors Washington, District of Columbia	$1.46M	+$1.21K	1	0.16%	Increased
1898	KCM KRS Capital Management Bloomfield, Michigan	$1.46M	+$14.1K	1	0.68%	Increased
1899	OWA Outlook Wealth Advisors Shenandoah, Texas	$1.46M	-$43.2K	2	0.32%	Reduced
1900	BCM BluePath Capital Management Atlanta, Georgia	$1.45M	-$78.2K	1	0.8%	Reduced