← 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	Stratos Wealth Partners Beachwood, Ohio	$600K	-$1.08M	1	0.08%	Reduced
652	BCM Birmingham Capital Management Birmingham, Alabama	$599K	$0	1	0.26%	Maintained
653	CK Cohen Klingenstein New York	$595K	$0	1	0.12%	Maintained
654	AFG American Financial Group Cincinnati, Ohio	$590K	$0	1	0.04%	Maintained
655	CIA Capital Impact Advisors Boston, Massachusetts	$588K	$0	1	0.3%	Maintained
656	NERM New England Research & Management Chicago, Illinois	$584K	-$41.3K	1	0.56%	Reduced
657	Simplex Trading Chicago, Illinois	$583K	+$653K	3	0.04%	Increased
658	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$576K	+$49.8K	1	0.18%	Increased
659	BFO Boston Family Office Boston, Massachusetts	$574K	$0	1	0.08%	Maintained
660	Nomura Holdings Tokyo, Japan	$571K	-$5.14M	1	0%	Reduced
661	EMG Ellington Management Group Old Greenwich, Connecticut	$570K	+$100K	2	0.16%	Increased
662	WPP Whalerock Point Partners Providence, Rhode Island	$570K	$0	1	0.25%	Maintained
663	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$560K	-$8.86K	1	0.18%	Reduced
664	CIBC World Market Toronto, Ontario, Canada	$560K	+$190K	1	0%	Increased
665	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$559K	$0	1	0.3%	Maintained
666	PVWM Point View Wealth Management Summit, New Jersey	$557K	+$191K	2	0.45%	Increased
667	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$550K	-$1.87M	1	0.05%	Reduced
668	Analytic Investors Los Angeles, California	$545K	+$527K	1	0.01%	New
669	TCB Texas Capital Bancshares Dallas, Texas	$544K	$0	1	0.46%	Maintained
670	PCM Piermont Capital Management St. Louis, Missouri	$542K	$0	1	0.18%	Maintained
671	NA Navellier & Associates Reno, Nevada	$541K	-$16.4K	1	0.05%	Reduced
672	Hillsdale Investment Management Toronto, Ontario, Canada	$531K	-$614K	1	0.18%	Reduced
673	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$528K	+$432K	1	1.25%	Increased
674	Cannell & Spears New York	$520K	+$599K	1	0.06%	New
675	CI Constellation Investments Montgomery, Ohio	$515K	$0	1	0.11%	Maintained