← 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
2326	CAM Chesapeake Asset Management New York	$725K	-$4.03K	1	0.55%	Reduced
2327	Isthmus Partners Madison, Wisconsin	$722K	$0	1	0.07%	Maintained
2328	UB Umpqua Bank Lake Oswego, Oregon	$722K	+$24.2K	1	0.16%	Increased
2329	Jacobson & Schmitt Advisors Middleton, Wisconsin	$720K	$0	1	0.12%	Maintained
2330	MHR Matthew Hamilton Rosenberg	$720K	+$21.8K	2	0.13%	Increased
2331	DDD Partners Bellevue, Washington	$720K	+$1.21K	1	0.04%	Increased
2332	LBMC Investment Advisors Brentwood, Tennessee	$718K	-$80.7K	1	0.04%	Reduced
2333	MCM Monument Capital Management Alexandria, Virginia	$717K	+$10.5K	1	0.14%	Increased
2334	QC Quantessence Capital New York	$717K	+$744K	2	2.11%	New
2335	Crescent Grove Advisors Lake Forest, Illinois	$716K	-$7.66K	1	0.06%	Reduced
2336	LVZ Inc Holland, Michigan	$715K	+$12.1K	1	0.07%	Increased
2337	CBT Central Bank & Trust Lexington, Kentucky	$714K	+$324K	1	0.1%	Increased
2338	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$714K	$0	1	0.32%	Maintained
2339	Optiver Holding Amsterdam, Netherlands	$713K	+$100K	3	0%	Increased
2340	Sentinus LLC Oak Brook, Illinois	$712K	+$132K	2	0.06%	Increased
2341	FAOAI Fund Advisors of America Inc Orland, Florida	$711K	-$11.3K	1	0.65%	Reduced
2342	QCIG Quad-Cities Investment Group Davenport, Iowa	$709K	$0	1	0.25%	Maintained
2343	EW Evexia Wealth Stevens Point, Wisconsin	$708K	+$5.24K	1	0.19%	Increased
2344	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$708K	+$1.21K	1	0.13%	Increased
2345	Arvest Investments Lowell, Arkansas	$704K	+$1.61K	1	0.09%	Increased
2346	Goldstone Financial Group Oakbrook Terrace, Illinois	$703K	-$57.7K	1	0.06%	Reduced
2347	Madison Asset Management Madison, Wisconsin	$701K	+$262K	1	0.01%	Increased
2348	Joel Isaacson & Co New York	$700K	$0	1	0.02%	Maintained
2349	Oak Ridge Investments Chicago, Illinois	$698K	-$189K	1	0.04%	Reduced
2350	Fortis Capital Management Bellevue, Washington	$698K	+$191K	2	0.08%	Increased