← 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
676	PA Probity Advisors Dallas, Texas	$758K	-$70.7K	1	0.33%	Reduced
677	PG Patten Group Chattanooga, Tennessee	$750K	-$9.7K	1	0.35%	Reduced
678	VWM Valley Wealth Managers Paramus, New Jersey	$747K	+$101K	1	0.11%	Increased
679	FG Fiduciary Group Savannah, Georgia	$745K	-$19.4K	1	0.2%	Reduced
680	CB Chemical Bank Detroit, Michigan	$734K	-$38.5K	1	0.1%	Reduced
681	Segall Bryant & Hamill Chicago, Illinois	$732K	-$64.7K	1	0.02%	Reduced
682	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$725K	$0	1	0.35%	Maintained
683	IFS Ifrah Financial Services Little Rock, Arkansas	$721K	-$17.2K	1	0.29%	Reduced
684	CK Cohen Klingenstein New York	$718K	$0	1	0.12%	Maintained
685	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$716K	$0	1	0.35%	Maintained
686	TH Timber Hill Greenwich, Connecticut	$714K	+$304K	1	0%	Increased
687	HCM Hilton Capital Management Garden City, New York	$711K	+$700K	1	0.18%	New
688	PCM Prelude Capital Management New York	$708K	-$512K	2	0.07%	Reduced
689	ZF Zhang Financial Portage, Michigan	$708K	-$5.82K	1	0.39%	Reduced
690	BWM BerganKDV Wealth Management Bloomington, Minnesota	$699K	+$50.6K	1	0.24%	Increased
691	NPC National Planning Corporation El Segundo, California	$697K	-$201K	1	0.06%	Reduced
692	TCB Texas Capital Bancshares Dallas, Texas	$697K	$0	1	1.58%	Maintained
693	WIP Wellesley Investment Partners Wellesley, Massachusetts	$697K	+$261K	1	0.36%	Increased
694	CP Camelot Portfolios Maumee, Ohio	$691K	+$680K	1	0.37%	New
695	WPP Whalerock Point Partners Providence, Rhode Island	$691K	+$681K	1	0.29%	New
696	NRS Neville Rodie & Shaw New York	$689K	$0	1	0.08%	Maintained
697	BPM Bowling Portfolio Management Cincinnati, Ohio	$685K	+$615K	1	0.1%	New
698	Oberweis Asset Management Lisle, Illinois	$684K	+$88.7K	1	0.2%	Increased
699	Laird Norton Wetherby Wealth Management San Francisco, California	$672K	+$37.8K	1	0.14%	Increased
700	Azimuth Capital Management Bloomfield Hills, Michigan	$667K	$0	1	0.06%	Maintained