← 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
701	1GA 1st Global Advisors Dallas, Texas	$872K	+$10.9K	1	0.1%	Increased
702	WPP Whalerock Point Partners Providence, Rhode Island	$870K	$0	1	0.32%	Maintained
703	DSI Daiwa SB Investments Tokyo, Japan	$863K	+$15.7K	1	0.23%	Increased
704	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$862K	-$14.3K	1	0.25%	Reduced
705	WIP Wellesley Investment Partners Wellesley, Massachusetts	$861K	+$60.6K	1	0.38%	Increased
706	Segall Bryant & Hamill Chicago, Illinois	$855K	$0	1	0.02%	Maintained
707	NPC National Planning Corporation El Segundo, California	$853K	-$33.4K	1	0.06%	Reduced
708	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$847K	+$42.6K	1	0.61%	Increased
709	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$839K	+$97.4K	2	0.17%	Increased
710	TCW Group Los Angeles, California	$838K	-$2.25M	1	0.01%	Reduced
711	HCM HMS Capital Management Nashville, Tennessee	$837K	+$741K	2	0.76%	New
712	Spot Trading Chicago, Illinois	$833K	+$702K	2	0.03%	Increased
713	Adams Diversified Equity Fund Baltimore, Maryland	$830K	-$247K	1	0.05%	Reduced
714	IFS Ifrah Financial Services Little Rock, Arkansas	$830K	-$30.8K	1	0.33%	Reduced
715	Laird Norton Wetherby Wealth Management San Francisco, California	$830K	+$19.9K	1	0.15%	Increased
716	IH IFC Holdings Tampa, Florida	$827K	+$791K	1	0.07%	New
717	Jefferies Group New York	$820K	-$1.21M	3	0.01%	Reduced
718	PG Patten Group Chattanooga, Tennessee	$815K	-$51.1K	1	0.35%	Reduced
719	UFF USA Financial Formulas Ada, Michigan	$811K	+$743K	2	0.2%	New
720	RWA River Wealth Advisors Camp Hill, Pennsylvania	$808K	-$121K	1	0.39%	Reduced
721	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$808K	$0	1	0.36%	Maintained
722	Calamos Wealth Management Naperville, Illinois	$797K	-$339K	1	0.12%	Reduced
723	Capstone Investment Advisors New York	$793K	-$2.22M	1	0.02%	Reduced
724	Empowered Funds Havertown, Pennsylvania	$782K	+$705K	1	0.8%	New
725	Independent Advisor Alliance Charlotte, North Carolina	$782K	+$519K	2	0.12%	Increased