← 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
2101	ZI ZEGA Investments Palm Beach Gardens, Florida	$1.02M	-$133K	1	0.1%	Reduced
2102	Conning Inc Hartford, Connecticut	$1.02M	-$53.1K	2	0.03%	Reduced
2103	FCG Fielder Capital Group Nashville, Tennessee	$1.02M	-$23.3K	2	0.22%	Reduced
2104	ARC Advisor Resource Council Dallas, Texas	$1.02M	+$35.5K	1	0.29%	Increased
2105	RR Robotti Robert	$1.02M	$0	1	0.16%	Maintained
2106	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$1.02M	-$241K	1	0.08%	Reduced
2107	NWWA New Wave Wealth Advisors Springdale, Arkansas	$1.01M	-$12K	1	0.28%	Reduced
2108	Partners Capital Investment Group Boston, Massachusetts	$1.01M	+$522K	1	0.04%	Increased
2109	CA Cannon Advisors Charlotte, North Carolina	$1.01M	$0	1	0.61%	Maintained
2110	TFG Turner Financial Group Pace, Florida	$1.01M	+$924K	2	1%	New
2111	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$1M	-$59.3K	1	0.57%	Reduced
2112	BWM Bullock Wealth Management Bloomington, Indiana	$1,000K	+$22.6K	2	0.43%	Increased
2113	AI Axecap Investments Mason, Ohio	$999K	-$456K	1	0.55%	Reduced
2114	ALAM Asahi Life Asset Management Tokyo, Japan	$995K	+$996K	2	0.56%	New
2115	DE Diversified Enterprises Wilmington, Delaware	$992K	+$31.8K	2	0.05%	Increased
2116	LGM Lykos Global Management Stamford, Connecticut	$989K	-$5.7M	1	0.52%	Reduced
2117	VFG Victory Financial Group Austin, Texas	$989K	+$534K	2	0.1%	Increased
2118	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$987K	$0	1	0.41%	Maintained
2119	ACP Aviance Capital Partners Naples, Florida	$983K	-$33.1K	1	0.1%	Reduced
2120	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$983K	-$64.1K	1	1.28%	Reduced
2121	GTAM Global Trust Asset Management West Palm Beach, Florida	$980K	+$256K	1	0.31%	Increased
2122	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$979K	+$334K	2	0.08%	Increased
2123	CT Chicago Trust Grayslake, Illinois	$979K	+$9.68K	1	0.14%	Increased
2124	Leonteq Securities AG Zurich, Switzerland	$979K	+$476K	5	0.03%	Increased
2125	RIM RW Investment Management Eagle, Idaho	$976K	$0	1	0.09%	Maintained