← 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
626	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.02M	+$16.2K	1	0.65%	Increased
627	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.01M	$0	1	0.28%	Maintained
628	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.01M	-$594K	2	0.08%	Reduced
629	Verition Fund Management Greenwich, Connecticut	$1.01M	+$644K	2	0.18%	Increased
630	Veritable Wilmington, Delaware	$1.01M	-$837K	1	0.03%	Reduced
631	Nordea Investment Management Stockholm, Sweden	$1M	+$32.6K	1	0%	Increased
632	LMAM Legg Mason Asset Management Tokyo, Japan	$1M	-$89.2K	1	0.91%	Reduced
633	PG Patten Group Chattanooga, Tennessee	$998K	-$5.29K	1	0.47%	Reduced
634	RDM Retirement Design & Management Westport, Connecticut	$996K	+$24.3K	1	0.86%	Increased
635	NRS Neville Rodie & Shaw New York	$972K	-$87.5K	1	0.11%	Reduced
636	Shelton Capital Management Denver, Colorado	$971K	$0	2	0.1%	Maintained
637	LA Lucus Advisors New York	$969K	+$458K	2	0.46%	Increased
638	WIA Westbourne Investment Advisors Annapolis, Maryland	$967K	+$1.01M	1	0.88%	New
639	Capital Analysts LLC Fort Washington, Pennsylvania	$959K	-$67.1K	1	0.2%	Reduced
640	Conning Inc Hartford, Connecticut	$953K	+$61.8K	1	0.04%	Increased
641	Park National Corp Newark, Ohio	$934K	+$251K	1	0.06%	Increased
642	CB Chemical Bank Detroit, Michigan	$926K	+$23.4K	1	0.12%	Increased
643	LH Lebenthal Holdings New York	$914K	+$638K	1	0.19%	Increased
644	DTL Dynamic Technology Lab Singapore	$905K	+$944K	2	0.31%	New
645	R RQSI Nassau, Bahamas	$899K	+$419K	1	0.4%	Increased
646	BAC Boys Arnold & Co Asheville, North Carolina	$887K	-$21.2K	1	0.17%	Reduced
647	DA Dillon & Associates Jackson, Michigan	$881K	+$847	1	0.43%	Increased
648	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$870K	-$11.7K	1	0%	Reduced
649	Sigma Planning Corp Ann Arbor, Michigan	$869K	+$63.3K	1	0.12%	Increased
650	Advisory Services Network Atlanta, Georgia	$853K	+$145K	2	0.25%	Increased