← 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
2076	PE PCM Encore Aspen, Colorado	$1.07M	+$9.86K	2	0.19%	Increased
2077	GAMC Garner Asset Management Corp Plano, Texas	$1.07M	-$36.7K	1	0.35%	Reduced
2078	UCI Uncommon Cents Investing Janesville, Wisconsin	$1.07M	-$9.1K	1	0.23%	Reduced
2079	IQI Integrated Quantitative Investments Bellevue, Washington	$1.07M	-$850K	1	0.17%	Reduced
2080	CCA Childress Capital Advisors Houston, Texas	$1.06M	+$25.1K	3	0.17%	Increased
2081	AlTi Global New York	$1.06M	+$101K	2	0.02%	Increased
2082	WDL Well Done LLC Holland, Michigan	$1.06M	-$403	1	0.14%	Reduced
2083	LA LM Advisors San Diego, California	$1.06M	+$629K	1	0.12%	Increased
2084	EWM Elmwood Wealth Management Berkeley, California	$1.06M	+$41.1K	1	0.26%	Increased
2085	DWM Drive Wealth Management Lehi, Utah	$1.06M	+$33K	2	0.19%	Increased
2086	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.06M	-$95.2K	1	0.12%	Reduced
2087	MFS Monetta Financial Services Wheaton, Illinois	$1.05M	+$788K	1	0.71%	New
2088	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$1.05M	+$25.5K	1	0.64%	Increased
2089	MTC Matrix Trust Company Denver, Colorado	$1.05M	$0	1	0.15%	Maintained
2090	PUI Purpose Unlimited Inc Toronto,	$1.05M	+$256K	4	0.04%	Increased
2091	MCA MSH Capital Advisors Scottsdale, Arizona	$1.04M	-$7.26K	1	0.18%	Reduced
2092	1IA 1620 Investment Advisors Plymouth, Massachusetts	$1.04M	-$145K	2	0.65%	Reduced
2093	FBFS First Business Financial Services Madison, Wisconsin	$1.04M	+$110K	1	0.08%	Increased
2094	EWA Exit Wealth Advisors Atlanta, Georgia	$1.04M	+$986K	1	0.47%	New
2095	TCM Thoma Capital Management Towson, Maryland	$1.04M	+$14.5K	1	0.56%	Increased
2096	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.04M	+$953K	2	0.13%	New
2097	OAG Oakmont Advisory Group Albuquerque, New Mexico	$1.04M	-$363K	3	0.87%	Reduced
2098	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$1.04M	+$498K	1	0.07%	Increased
2099	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$1.03M	+$210K	3	0.38%	Increased
2100	OF Outfitter Financial Brunswick, Maine	$1.02M	$0	1	0.72%	Maintained