← 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
3251	TMC Themes Management Co Greenwich, Connecticut	$145K	-$12.6K	1	0.1%	Reduced
3252	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$143K	+$108K	2	0.11%	New
3253	LM Luminus Management Houston, Texas	$142K	+$98K	1	0.1%	New
3254	KA Kozak & Associates Highlands Ranch, Colorado	$141K	$0	2	0.02%	Maintained
3255	MI Markowski Investments Tampa, Florida	$141K	+$127K	4	0.03%	New
3256	EC Elequin Capital New York	$141K	-$148K	3	0%	Reduced
3257	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$141K	-$58.9K	1	0.09%	Reduced
3258	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$139K	+$40.7K	3	0.1%	Increased
3259	ECA Elevated Capital Advisors Sandy, Utah	$138K	-$2.02K	1	0.04%	Reduced
3260	MEAC M.E. Allison & Co San Antonio, Texas	$137K	+$94.8K	1	0.08%	New
3261	AT Arlington Trust Birmingham, Alabama	$135K	+$51.1K	2	0.01%	Increased
3262	CG Curat Global Springfield, New Hampshire	$135K	$0	1	0.11%	Maintained
3263	DIP DT Investment Partners Chadds Ford, Pennsylvania	$131K	$0	2	0.01%	Maintained
3264	FFA Frazier Financial Advisors Columbus, Ohio	$130K	-$23.4K	3	0.07%	Reduced
3265	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$129K	$0	2	0.02%	Maintained
3266	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$129K	-$1.19K	1	0.06%	Reduced
3267	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$128K	$0	1	0.02%	Maintained
3268	APA Astoria Portfolio Advisors New York	$127K	+$88K	1	0.02%	New
3269	MWM Mascoma Wealth Management Hanover, New Hampshire	$127K	+$429	2	0.02%	Increased
3270	CB Centennial Bank Conway, Arkansas	$121K	$0	1	0.04%	Maintained
3271	RG RHL Group Holly, Michigan	$121K	-$4.44K	1	0.1%	Reduced
3272	BAM Byrne Asset Management Kingston, New Jersey	$120K	+$85.6K	2	0.06%	New
3273	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$118K	$0	1	0.06%	Maintained
3274	BTC Bank & Trust Company Litchfield, Illinois	$117K	$0	1	0.07%	Maintained
3275	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$115K	+$90.9K	2	0.05%	New