← 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	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$920K	-$450K	1	0.19%	Reduced
652	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$918K	+$185K	1	0.11%	Increased
653	TC Telemus Capital Southfield, Michigan	$916K	+$204K	1	0.1%	Increased
654	Jefferies Group New York	$910K	+$410K	4	0%	Increased
655	CA Callahan Advisors Houston, Texas	$901K	-$54.6K	1	0.23%	Reduced
656	SIC SFE Investment Counsel Los Angeles, California	$896K	$0	1	0.43%	Maintained
657	Mariner Independent Advisor Network Overland Park, Kansas	$892K	+$878K	1	0.13%	New
658	AMIM Aull & Monroe Investment Management Mobile, Alabama	$890K	-$12.9K	1	0.51%	Reduced
659	CG Cutler Group San Francisco, California	$889K	+$176K	3	0.04%	Increased
660	Penserra Capital Management Orinda, California	$876K	+$749K	3	0.11%	Increased
661	Twin Tree Management Dallas, Texas	$873K	+$25.9K	2	0.01%	Increased
662	Private Advisor Group Morristown, New Jersey	$865K	-$262K	2	0.04%	Reduced
663	RWA River Wealth Advisors Camp Hill, Pennsylvania	$849K	-$69.1K	1	0.47%	Reduced
664	CIBC World Market Toronto, Ontario, Canada	$848K	+$100K	1	0%	Increased
665	Sigma Planning Corp Ann Arbor, Michigan	$839K	-$647	1	0.1%	Reduced
666	Mariner Overland Park, Kansas	$831K	+$303K	1	0.04%	Increased
667	Burney Company Reston, Virginia	$830K	+$831K	1	0.06%	New
668	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$824K	-$65.7K	2	0.38%	Reduced
669	IB Intrust Bank Wichita, Kansas	$814K	-$15.3K	1	0.32%	Reduced
670	Wolverine Trading Chicago, Illinois	$804K	+$358K	3	0%	Increased
671	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$784K	-$6.47K	1	0.23%	Reduced
672	NB NBT Bank Norwich, New York	$776K	+$44K	1	0.14%	Increased
673	FIM Fruth Investment Management Houston, Texas	$775K	+$280K	1	0.38%	Increased
674	EI EDMP Inc Lutz, Florida	$772K	+$28.8K	1	0.74%	Increased
675	Park National Corp Newark, Ohio	$762K	-$1.1K	1	0.05%	Reduced