← 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
2151	DOA D'Orazio & Associates Falls Church, Virginia	$941K	-$410	2	0.11%	Reduced
2152	SC Sepio Capital Salt Lake City, Utah	$940K	-$61.7K	2	0.05%	Reduced
2153	WC Wexford Capital West Palm Beach, Florida	$940K	+$553K	3	0.12%	Increased
2154	DCM Dimension Capital Management Coral Gables, Florida	$937K	+$6.05K	1	0.11%	Increased
2155	MVF Markin Volterra Fund Rye, New York	$937K	+$800K	3	0.64%	New
2156	E Evansbrook Bolingbrook, Illinois	$937K	+$10.1K	1	0.56%	Increased
2157	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$935K	+$20.6K	1	0.42%	Increased
2158	VH VVR Holdings Bellingham, Washington	$935K	+$869K	1	0.4%	New
2159	GDP Great Diamond Partners Portland, Maine	$934K	-$30.2K	1	0.16%	Reduced
2160	HAM Harber Asset Management Asheville, North Carolina	$932K	+$874K	1	0.56%	New
2161	OP Oslo Pensjonsforsikring Oslo,	$931K	+$265K	3	0.11%	Increased
2162	PL Parthenon LLC Louisville, Kentucky	$931K	+$243K	2	0.1%	Increased
2163	OL Optas LLC Austin, Texas	$931K	+$9.29K	2	0.13%	Increased
2164	CA CGN Advisors Manhattan, Kansas	$929K	+$880K	1	0.07%	New
2165	MCM Mainstay Capital Management Grand Blanc, Michigan	$926K	+$293K	2	0.07%	Increased
2166	TDC Thompson Davis & Co Richmond, Virginia	$922K	$0	2	0.55%	Maintained
2167	DI Diligent Investors Redlands, California	$921K	-$2.42K	1	0.21%	Reduced
2168	WG Wellington Group Indianapolis, Indiana	$919K	+$129K	1	0.24%	Increased
2169	Flow Traders U.S. New York	$919K	+$498K	2	0.04%	Increased
2170	ET Equitable Trust Nashville, Tennessee	$918K	+$16.1K	1	0.04%	Increased
2171	MWS MFA Wealth Services Thousand Oaks, California	$912K	+$60.1K	1	0.54%	Increased
2172	MCM Marathon Capital Management Hunt Valley, Maryland	$910K	+$181K	1	0.18%	Increased
2173	BFA Beacon Financial Advisory Cleveland, Ohio	$908K	-$37.5K	1	0.18%	Reduced
2174	HR Howe & Rusling Rochester, New York	$905K	+$301K	3	0.05%	Increased
2175	FWA FSM Wealth Advisors Cleveland, Ohio	$905K	+$454K	2	0.1%	Increased