← 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	JIP Jaffetilchin Investment Partners Tampa, Florida	$961K	+$939K	1	0.29%	New
677	CG Cutler Group San Francisco, California	$956K	+$43.3K	5	0.03%	Increased
678	MN Services Vermogensbeheer The Hague, Netherlands	$945K	$0	2	0.19%	Maintained
679	CA Callahan Advisors Houston, Texas	$938K	+$18K	1	0.23%	Increased
680	EI EDMP Inc Lutz, Florida	$936K	+$144K	1	0.92%	Increased
681	COI Connable Office Inc Kalamazoo, Michigan	$932K	-$114K	2	0.21%	Reduced
682	AMIM Aull & Monroe Investment Management Mobile, Alabama	$909K	$0	1	0.51%	Maintained
683	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$902K	-$1.41M	3	0.11%	Reduced
684	CL CIM LLC Albany, New York	$901K	+$455K	2	0.45%	Increased
685	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$901K	+$843K	1	0.11%	New
686	GVT Genesee Valley Trust Pittsford, New York	$898K	-$417K	2	0.63%	Reduced
687	Adams Diversified Equity Fund Baltimore, Maryland	$881K	+$446K	1	0.05%	Increased
688	SA Strategic Advisors New York	$880K	-$81.2K	1	0.46%	Reduced
689	TFA Toth Financial Advisory Leesburg, Virginia	$870K	+$637K	1	0.25%	Increased
690	BUB BBVA USA Bancshares Houston, Texas	$861K	+$132K	1	0.06%	Increased
691	Burney Company Reston, Virginia	$857K	-$4.86K	1	0.06%	Reduced
692	Ronald Blue & Co Roswell, Georgia	$854K	-$203K	2	0.03%	Reduced
693	RWA River Wealth Advisors Camp Hill, Pennsylvania	$845K	-$21.2K	1	0.43%	Reduced
694	MSAM Moloney Securities Asset Management Manchester, Missouri	$843K	+$824K	1	0.51%	New
695	Park National Corp Newark, Ohio	$838K	+$58.7K	1	0.05%	Increased
696	NPC National Planning Corporation El Segundo, California	$830K	+$45.9K	1	0.06%	Increased
697	PG Patten Group Chattanooga, Tennessee	$827K	-$13.1K	1	0.37%	Reduced
698	AE Wealth Management Topeka, Kansas	$820K	+$802K	1	0.33%	New
699	CS Comerica Securities Detroit, Michigan	$819K	+$244K	2	0.2%	Increased
700	Clearstead Advisors Cleveland, Ohio	$815K	+$797K	1	0.13%	New