← 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
2051	FRM Fox Run Management Greenwich, Connecticut	$1.12M	-$1.19M	3	0.19%	Reduced
2052	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.12M	-$1.4M	1	0.08%	Reduced
2053	Pure Financial Advisors San Diego, California	$1.12M	+$63K	2	0.01%	Increased
2054	RWM Revisor Wealth Management Akron, Ohio	$1.11M	+$440K	2	0.27%	Increased
2055	RAM Redmond Asset Management Henrico, Virginia	$1.11M	-$59.7K	1	0.28%	Reduced
2056	KCP Kera Capital Partners San Jose, California	$1.11M	-$98.5K	2	0.11%	Reduced
2057	ZCP Z3 Capital Partners Richmond, Virginia	$1.1M	$0	2	0.23%	Maintained
2058	CS Capital Square Chattanooga, Tennessee	$1.1M	+$1.09M	1	0.48%	New
2059	MIA MeadowBrook Investment Advisors Livonia, Michigan	$1.1M	-$4.84K	1	0.87%	Reduced
2060	ABC Anchor Bay Capital Carlsbad, California	$1.1M	+$990K	1	0.59%	New
2061	PG Proffitt & Goodson Knoxville, Tennessee	$1.09M	+$21.4K	2	0.15%	Increased
2062	TWA Tandem Wealth Advisors Phoenix, Arizona	$1.09M	+$54.8K	1	0.44%	Increased
2063	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.09M	+$387K	1	0.51%	Increased
2064	PCM Pincus Capital Management New York	$1.09M	$0	1	0.65%	Maintained
2065	AU AlphaGrep UK London,	$1.09M	+$19.4K	4	0.32%	Increased
2066	RDWM Red Door Wealth Management Memphis, Tennessee	$1.09M	+$109K	1	0.1%	Increased
2067	RIA Realta Investment Advisors Wilmington, Delaware	$1.09M	+$93.2K	1	0.34%	Increased
2068	Bogart Wealth LLC Mclean, Virginia	$1.09M	+$112K	7	0.04%	Increased
2069	CM Cercano Management Bellevue, Washington	$1.09M	$0	1	0.14%	Maintained
2070	LWA Lineweaver Wealth Advisors Valley View, Ohio	$1.09M	+$58.9K	1	0.13%	Increased
2071	TF TLWM Financial San Antonio, Texas	$1.08M	+$1.02M	1	0.18%	New
2072	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$1.08M	$0	1	0.11%	Maintained
2073	KC Kepler Cheuvreux Nyon,	$1.08M	-$8.24M	1	0.06%	Reduced
2074	SIA SeaBridge Investment Advisors Summit, New Jersey	$1.08M	+$242K	1	0.16%	Increased
2075	BWM Baron Wealth Management Troy, Michigan	$1.07M	+$1.75K	1	0.28%	Increased