← 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
2226	MCM Manchester Capital Management Manchester, Vermont	$844K	+$9.91K	4	0.11%	Increased
2227	ASC Ares Systematic Credit London,	$844K	+$791K	1	0.51%	New
2228	SAM Sompo Asset Management Tokyo, Japan	$844K	-$214K	1	0.14%	Reduced
2229	PCFFS Pacific Center for Financial Services San Ramon, California	$842K	-$4.03K	3	0.19%	Reduced
2230	MCC Malaga Cove Capital Pv Estates, California	$841K	+$397K	1	0.27%	Increased
2231	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$840K	-$6.01K	3	0.1%	Reduced
2232	ST Spinnaker Trust Portland, Maine	$839K	+$6.86K	1	0.04%	Increased
2233	VAG VisionPoint Advisory Group Dallas, Texas	$839K	+$225K	3	0.14%	Increased
2234	MA Mosaic Advisors Houston, Texas	$838K	$0	1	1.12%	Maintained
2235	CSI Cross Staff Investments Pittsford, New York	$836K	+$364K	2	0.47%	Increased
2236	HS HighVista Strategies Boston, Massachusetts	$835K	+$783K	1	0.19%	New
2237	I InceptionR Lafayette, California	$835K	-$238K	1	0.21%	Reduced
2238	MBC Michael Brady & Co Westlake, Ohio	$834K	-$58.5K	1	0.74%	Reduced
2239	BM Brandywine Managers Hockessin, Delaware	$834K	+$91.6K	1	0.41%	Increased
2240	TCM TruNorth Capital Management Kalamazoo, Michigan	$829K	$0	2	0.13%	Maintained
2241	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$829K	+$411K	2	0.05%	Increased
2242	JGC J. Goldman & Co New York	$828K	-$13.8M	1	0.02%	Reduced
2243	YAG Yorkville Advisors Global Mountainside, New Jersey	$827K	+$2.57M	1	0.96%	New
2244	CPA Capital Performance Advisors Walnut Creek, California	$825K	-$224K	1	0.05%	Reduced
2245	SB Sunflower Bank Dallas, Texas	$819K	-$49.5K	2	0.2%	Reduced
2246	AI Amplify Investments Lisle, Illinois	$819K	+$109K	1	11.32%	Increased
2247	PB Pinnacle Bancorp Beatrice, Nebraska	$819K	+$318K	2	0.21%	Increased
2248	RFW Rainier Family Wealth Tacoma, Washington	$818K	+$16.9K	1	0.47%	Increased
2249	GA Greenspring Advisors Towson, Maryland	$818K	+$696K	2	0.05%	New
2250	GC Globeflex Capital San Diego, California	$816K	+$414K	2	0.1%	Increased