← 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
651	FCI Financial Counselors Inc Overland Park, Kansas	$723K	+$810K	1	0.05%	New
652	1GA 1st Global Advisors Dallas, Texas	$713K	+$5.14K	1	0.11%	Increased
653	ZF Zhang Financial Portage, Michigan	$698K	-$6.31K	1	0.48%	Reduced
654	Azimuth Capital Management Bloomfield Hills, Michigan	$693K	-$4.54M	1	0.08%	Reduced
655	BFO Boston Family Office Boston, Massachusetts	$691K	+$41.9K	1	0.09%	Increased
656	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$691K	$0	1	0.34%	Maintained
657	CWA Constellation Wealth Advisors New York	$679K	+$535K	1	0.06%	Increased
658	CS Credential Securities Vancouver,	$679K	+$43.4K	1	0.46%	Increased
659	LD Lipe & Dalton Syracuse, New York	$675K	-$8.87K	1	0.44%	Reduced
660	WPC Waters Parkerson & Co New Orleans, Louisiana	$671K	-$552K	1	0.08%	Reduced
661	Jane Street New York	$663K	+$332K	2	0.01%	Increased
662	Nordea Investment Management Stockholm, Sweden	$656K	+$215K	1	0%	Increased
663	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$654K	+$4.96K	1	1.13%	Increased
664	Shinko Asset Management Company Tokyo, Japan	$653K	-$14.2K	2	0.01%	Reduced
665	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$652K	+$108K	1	0.17%	Increased
666	PP PDT Partners New York	$651K	-$8.03M	1	0.02%	Reduced
667	TCOTO Trust Company of the Ozarks Springfield, Missouri	$651K	-$10.6K	1	0.18%	Reduced
668	WA Winfield Associates Cleveland, Ohio	$648K	-$405K	1	0.48%	Reduced
669	Stratos Wealth Partners Beachwood, Ohio	$639K	+$9.36K	1	0.15%	Increased
670	Cetera Advisor Networks El Segundo, California	$638K	-$71.8K	1	0.04%	Reduced
671	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$637K	-$366K	3	0.13%	Reduced
672	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$634K	$0	1	0.07%	Maintained
673	GCG Giovine Capital Group Santa Monica, California	$634K	+$709K	1	0.37%	New
674	IA Icon Advisers Greenwood Village, Colorado	$634K	-$2.2M	1	0.04%	Reduced
675	Park National Corp Newark, Ohio	$631K	+$26.8K	1	0.05%	Increased