← 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	SA Strategic Advisors New York	$930K	-$106K	1	0.53%	Reduced
627	FHC First Houston Capital Houston, Texas	$920K	+$204K	1	0.88%	Increased
628	RWA River Wealth Advisors Camp Hill, Pennsylvania	$914K	-$35.8K	1	0.55%	Reduced
629	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$912K	+$55.2K	2	0.35%	Increased
630	PAM Paradigm Asset Management New York	$910K	$0	1	0.17%	Maintained
631	KIA KCM Investment Advisors Greenbrae, California	$909K	-$128K	1	0.07%	Reduced
632	LH Lebenthal Holdings New York	$897K	+$401K	1	0.16%	Increased
633	AMIM Aull & Monroe Investment Management Mobile, Alabama	$876K	-$5.52K	1	0.53%	Reduced
634	BA BKS Advisors Southfield, Michigan	$872K	+$51.4K	1	0.45%	Increased
635	Tokio Marine Asset Management Tokyo, Japan	$871K	+$52.9K	1	0.09%	Increased
636	AFG Albion Financial Group Salt Lake City, Utah	$866K	+$247K	1	0.15%	Increased
637	Sigma Planning Corp Ann Arbor, Michigan	$855K	+$33.6K	1	0.12%	Increased
638	Sit Investment Associates Minneapolis, Minnesota	$842K	+$666K	1	0.02%	Increased
639	CIA Capital Impact Advisors Boston, Massachusetts	$840K	+$102K	1	0.4%	Increased
640	CTA Chesley Taft & Associates Chicago, Illinois	$831K	+$698K	1	0.09%	New
641	Capstone Investment Advisors New York	$823K	-$40K	2	0.03%	Reduced
642	CA Callahan Advisors Houston, Texas	$817K	-$85.1K	1	0.22%	Reduced
643	Segall Bryant & Hamill Chicago, Illinois	$806K	+$22.1K	1	0.02%	Increased
644	Stratos Wealth Partners Beachwood, Ohio	$802K	+$2.6K	1	0.07%	Increased
645	Smithfield Trust Pittsburgh, Pennsylvania	$801K	+$11.2K	1	0.16%	Increased
646	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$797K	-$47.6K	2	0.36%	Reduced
647	Freestone Capital Holdings Seattle, Washington	$786K	-$371K	1	0.08%	Reduced
648	UFF USA Financial Formulas Ada, Michigan	$786K	+$661K	1	0.25%	New
649	MN Services Vermogensbeheer The Hague, Netherlands	$785K	+$790K	2	0.18%	New
650	BCM Bayesian Capital Management Brooklyn, New York	$780K	+$8K	2	0.74%	Increased