← 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
1951	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$1.33M	+$815K	1	0.02%	Increased
1952	SI Symmetry Investments St Helier, Jersey	$1.33M	-$2.26M	1	0.09%	Reduced
1953	NS NBC Securities Birmingham, Alabama	$1.33M	-$47.6K	5	0.09%	Reduced
1954	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.33M	$0	1	0.03%	Maintained
1955	KC Knuff & Co Foster City, California	$1.33M	+$353K	2	0.34%	Increased
1956	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$1.32M	+$519K	2	0.25%	Increased
1957	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$1.31M	+$126K	2	0.35%	Increased
1958	PWP Ponta Wealth Partners Winter Park, Florida	$1.31M	+$346K	2	0.7%	Increased
1959	DV Trading Chicago, Illinois	$1.31M	+$912K	2	0.04%	Increased
1960	PWM Pines Wealth Management Southern Pines, North Carolina	$1.3M	-$32.3K	1	0.37%	Reduced
1961	AMG National Trust Bank Greenwood Village, Colorado	$1.3M	+$244K	2	0.03%	Increased
1962	AA Alta Advisers London, United Kingdom	$1.3M	+$281K	3	0.3%	Increased
1963	Koshinski Asset Management Decatur, Illinois	$1.3M	-$298K	2	0.07%	Reduced
1964	JB Capital Wethersfield, Connecticut	$1.3M	-$1.07M	1	0.05%	Reduced
1965	JMA J.M. Arbour Gardiner, Maine	$1.3M	-$340K	1	1.12%	Reduced
1966	LFA Legacy Financial Advisors Covington, Kentucky	$1.3M	+$180K	1	0.16%	Increased
1967	WIC Wilkins Investment Counsel Boston, Massachusetts	$1.3M	-$60.5K	1	0.17%	Reduced
1968	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.29M	$0	1	0.26%	Maintained
1969	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.29M	-$44.4K	1	0.19%	Reduced
1970	GA GSG Advisors Mount Laurel, New Jersey	$1.29M	+$1.61K	1	0.28%	Increased
1971	Pine Valley Investments Marlton, New Jersey	$1.29M	+$179K	2	0.05%	Increased
1972	CPC Congress Park Capital Saratoga Springs, New York	$1.28M	+$12.1K	1	0.35%	Increased
1973	BTD BankPlus Trust Department Jackson, Mississippi	$1.28M	-$495K	3	0.3%	Reduced
1974	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.28M	+$865K	2	0.07%	Increased
1975	DTL Dynamic Technology Lab Singapore	$1.28M	+$1.19M	1	0.29%	Increased