← 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
1926	GCM Greenland Capital Management New York	$1.38M	-$1.32M	2	0.17%	Reduced
1927	HAM Harmony Asset Management Scottsdale, Arizona	$1.38M	+$81.1K	1	0.37%	Increased
1928	PM Phraction Management Colchester, Connecticut	$1.38M	$0	1	0.23%	Maintained
1929	MAWA Moss Adams Wealth Advisors Seattle, Washington	$1.38M	+$239K	3	0.09%	Increased
1930	AT American Trust Lexington, Kentucky	$1.37M	-$288K	2	0.11%	Reduced
1931	FPF First Pacific Financial Vancouver, Washington	$1.37M	-$34.1K	3	0.16%	Reduced
1932	FFA Fortune Financial Advisors Overland Park, Kansas	$1.37M	+$41.9K	1	0.59%	Increased
1933	BWG Boomfish Wealth Group Alpharetta, Georgia	$1.37M	-$336K	1	0.62%	Reduced
1934	KFA Kelleher Financial Advisors New York	$1.36M	+$825K	3	0.19%	Increased
1935	Thompson Siegel & Walmsley Richmond, Virginia	$1.35M	+$1.05M	2	0.02%	New
1936	WPC Waters Parkerson & Co New Orleans, Louisiana	$1.35M	$0	1	0.07%	Maintained
1937	CWM Castle Wealth Management West Palm Beach, Florida	$1.35M	-$15.7K	1	0.4%	Reduced
1938	KSB Kennebec Savings Bank Augusta, Maine	$1.35M	+$14.9K	1	1.08%	Increased
1939	TW Tempo Wealth Independence, Ohio	$1.35M	+$106K	2	0.2%	Increased
1940	HighPoint Advisor Group Downers Grove, Illinois	$1.35M	+$58.5K	1	0.05%	Increased
1941	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.35M	-$40.3K	1	0.21%	Reduced
1942	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$1.34M	-$130K	2	0.23%	Reduced
1943	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$1.34M	+$908K	2	0.25%	Increased
1944	Perpetual Ltd Sydney, New South Wales, Australia	$1.34M	+$19.8K	2	0.02%	Increased
1945	CIA Citadel Investment Advisory Chesterland, Ohio	$1.34M	$0	1	0.61%	Maintained
1946	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$1.34M	+$1.27M	1	0.09%	New
1947	AGP Aspire Growth Partners Miromar Lakes, Florida	$1.34M	+$13.7K	1	0.78%	Increased
1948	LA Lifeworks Advisors Grand Rapids, Michigan	$1.34M	-$1.19M	2	0.14%	Reduced
1949	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$1.34M	+$999K	1	0.71%	New
1950	MIC Means Investment Company Bangor, Maine	$1.33M	+$42.3K	1	0.1%	Increased