← 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
726	FA FDx Advisors Chicago, Illinois	$481K	+$370K	2	0.05%	Increased
727	Bradley Foster & Sargent Hartford, Connecticut	$473K	-$8.46K	2	0.03%	Reduced
728	DWA Dorsey Wright & Associates Pasadena, California	$473K	+$6.54K	1	0.07%	Increased
729	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$472K	-$11.9K	1	0.27%	Reduced
730	Advisor Partners Walnut Creek, California	$467K	+$55.3K	1	0.27%	Increased
731	BCM Birmingham Capital Management Birmingham, Alabama	$461K	-$9.7K	1	0.17%	Reduced
732	Virginia Retirement Systems Richmond, Virginia	$458K	+$103K	1	0.01%	Increased
733	Salem Investment Counselors Winston Salem, North Carolina	$457K	$0	1	0.06%	Maintained
734	Legacy Private Trust Neenah, Wisconsin	$453K	-$2.82K	2	0.08%	Reduced
735	Rothschild Investment LLC Chicago, Illinois	$450K	-$30.2K	1	0.06%	Reduced
736	BBI Baxter Bros Inc Riverside, Connecticut	$445K	+$24.5K	1	0.21%	Increased
737	Hilltop Holdings Dallas, Texas	$441K	+$9.7K	1	0.23%	Increased
738	Advisory Services Network Atlanta, Georgia	$435K	+$407K	2	0.22%	New
739	Kovack Advisors Ft. Lauderdale, Florida	$434K	-$45.2K	1	2.36%	Reduced
740	Atria Investments Charlotte, North Carolina	$430K	+$190K	1	0.04%	Increased
741	Farmers Trust Company Youngstown, Ohio	$430K	+$44K	1	0.15%	Increased
742	SG Swarthmore Group Philadelphia, Pennsylvania	$428K	-$491K	1	0.05%	Reduced
743	FIM Frontier Investment Management Dallas, Texas	$426K	$0	1	0.08%	Maintained
744	CK Cohen Klingenstein New York	$425K	$0	1	0.08%	Maintained
745	Constellation Wealth Advisors New York	$423K	-$61.5K	1	0.04%	Reduced
746	Hanson & Doremus Investment Management Burlington, Vermont	$423K	+$14.7K	2	0.2%	Increased
747	First Manhattan New York	$407K	$0	2	0%	Maintained
748	AIM Acuity Investment Management Toronto, Ontario, Canada	$404K	+$377K	1	0.16%	New
749	WI Wedgewood Investors Erie, Pennsylvania	$398K	$0	1	0.45%	Maintained
750	Laird Norton Wetherby Wealth Management San Francisco, California	$396K	+$14.4K	1	0.11%	Increased