← 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	ICOA Investment Centers of America Bismarck, North Dakota	$960K	-$263K	1	0.11%	Reduced
627	P Pitcairn Conshohocken, Pennsylvania	$954K	-$25.7K	1	0.12%	Reduced
628	FHC First Heartland Consultants Lake St. Louis, Missouri	$929K	-$134K	1	0.1%	Reduced
629	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$927K	+$293K	1	0.39%	Increased
630	Caprock Group Boise, Idaho	$922K	-$51.2K	1	0.22%	Reduced
631	HMS Hanseatic Management Services Albuquerque, New Mexico	$922K	-$103K	2	0.35%	Reduced
632	CTA Chesley Taft & Associates Chicago, Illinois	$921K	+$14.3K	1	0.09%	Increased
633	SG Americas Securities New York	$921K	-$8.09M	2	0.01%	Reduced
634	Societe Generale	$921K	+$963K	2	0.01%	New
635	Verition Fund Management Greenwich, Connecticut	$921K	+$953K	2	0.12%	New
636	LMAM Legg Mason Asset Management Tokyo, Japan	$920K	-$24.7K	1	0.99%	Reduced
637	NPC National Planning Corporation El Segundo, California	$913K	-$244K	1	0.07%	Reduced
638	CIA Capital Impact Advisors Boston, Massachusetts	$902K	$0	1	0.42%	Maintained
639	SIC SFE Investment Counsel Los Angeles, California	$896K	-$50.4K	1	0.42%	Reduced
640	Boothbay Fund Management New York	$894K	+$477K	3	0.35%	Increased
641	SA Strategic Advisors New York	$888K	$0	1	0.51%	Maintained
642	HWP Hefty Wealth Partners Auburn, Indiana	$877K	+$903K	1	0.72%	New
643	KIA KCM Investment Advisors Greenbrae, California	$872K	+$4.12K	1	0.06%	Increased
644	CA Callahan Advisors Houston, Texas	$869K	+$91.2K	1	0.23%	Increased
645	Freestone Capital Holdings Seattle, Washington	$858K	$0	1	0.08%	Maintained
646	IFP Advisors Tampa, Florida	$851K	+$736K	5	0.05%	Increased
647	RWA River Wealth Advisors Camp Hill, Pennsylvania	$836K	-$38.3K	1	0.48%	Reduced
648	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$823K	+$820K	1	0.04%	Increased
649	AMIM Aull & Monroe Investment Management Mobile, Alabama	$821K	-$16.8K	1	0.47%	Reduced
650	Simplicity Solutions Minneapolis, Minnesota	$821K	+$84.5K	1	0.44%	Increased