← 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
2301	NERM New England Research & Management Chicago, Illinois	$754K	-$1.12M	1	0.29%	Reduced
2302	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$753K	-$40.3K	1	0.1%	Reduced
2303	MWM Meadowbrook Wealth Management Garden City, New York	$752K	+$736K	1	0.81%	New
2304	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$750K	-$70.6K	1	0.17%	Reduced
2305	MFS Mirabella Financial Services London, United Kingdom	$750K	-$8.74M	2	0.07%	Reduced
2306	SFG SageGuard Financial Group Goodlettsville, Tennessee	$750K	$0	1	0.11%	Maintained
2307	DJYG David J. Yvars Group University Park, Florida	$748K	$0	1	0.35%	Maintained
2308	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$746K	+$52.4K	1	0.42%	Increased
2309	AFT Alpha Family Trust Los Angeles, California	$745K	$0	2	0.3%	Maintained
2310	SI Severin Investments St. Louis, Missouri	$742K	+$555K	1	0.56%	New
2311	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$740K	-$20.2K	1	0.12%	Reduced
2312	WPP Whalerock Point Partners Providence, Rhode Island	$740K	$0	1	0.13%	Maintained
2313	WIC Woodmont Investment Counsel Nashville, Tennessee	$739K	-$17.3K	1	0.04%	Reduced
2314	WMA Wealth Management Associates Cherry Hill, New Jersey	$738K	+$403	1	0.2%	Increased
2315	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$737K	$0	1	0.1%	Maintained
2316	WCG Weaver Consulting Group Huntington Beach, California	$737K	+$1.42K	2	0.15%	Increased
2317	North Star Asset Management Neenah, Wisconsin	$735K	+$807	1	0.03%	Increased
2318	FOA Five Oceans Advisors Santa Monica, California	$735K	+$262K	2	0.24%	Increased
2319	SFS Symphony Financial Services Akron, Ohio	$735K	+$6.99K	2	0.33%	Increased
2320	TAM Trust Asset Management Houston, Texas	$734K	-$9.01K	1	0.05%	Reduced
2321	CAS CTC Alternative Strategies Chicago, Illinois	$733K	+$796K	1	1.06%	New
2322	FWM Focused Wealth Management Newburgh, New York	$729K	-$589K	1	0.06%	Reduced
2323	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$727K	$0	1	0.15%	Maintained
2324	BPAMU BTG Pactual Asset Management US New York	$726K	+$681K	3	0.05%	New
2325	FPW Fairvoy Private Wealth Birmingham, Alabama	$726K	-$807	1	0.15%	Reduced