← 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	LCP Legacy Capital Partners Milwaukee, Wisconsin	$389K	+$405K	1	0.25%	New
727	NAM North American Management Boston, Massachusetts	$389K	$0	1	0.06%	Maintained
728	VNA Valley National Advisers Bethlehem, Pennsylvania	$388K	+$209K	2	0.23%	Increased
729	PPCM Pillar Pacific Capital Management Pacifica, California	$387K	$0	1	0.07%	Maintained
730	Twin Tree Management Dallas, Texas	$386K	+$386K	2	0.01%	Increased
731	SGA Strategic Global Advisors Newport Beach, California	$385K	+$385K	1	0.16%	New
732	DBT Dubuque Bank & Trust Dubuque, Iowa	$383K	-$330K	1	0.08%	Reduced
733	Advisory Services Network Atlanta, Georgia	$382K	+$3.74K	2	0.12%	Increased
734	HIC Holderness Investments Company Greensboro, North Carolina	$381K	-$24.3K	1	0.38%	Reduced
735	HIS Horizon Investment Services Hammond, Indiana	$380K	+$13.3K	1	0.16%	Increased
736	SIA SeaBridge Investment Advisors Summit, New Jersey	$380K	-$1.89M	1	0.08%	Reduced
737	CAS Cue Advisory Services Phoenix, Arizona	$378K	-$119K	1	0.34%	Reduced
738	AHC Adell Harriman & Carpenter Houston, Texas	$375K	-$78.5K	1	0.1%	Reduced
739	LH Lebenthal Holdings New York	$369K	+$151K	1	0.09%	Increased
740	AIM Assured Investment Management New York	$367K	-$768K	2	0.01%	Reduced
741	QIM Quantitative Investment Management Charlottesville, Virginia	$355K	-$1.18M	1	0.02%	Reduced
742	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$348K	+$291K	2	0.01%	Increased
743	FP FDO Partners Cambridge, Massachusetts	$346K	+$360K	1	0.2%	New
744	BFO Boston Family Office Boston, Massachusetts	$343K	-$249K	1	0.05%	Reduced
745	FTC Farmers Trust Company Youngstown, Ohio	$343K	+$18.1K	1	0.12%	Increased
746	Capital Investment Advisors Atlanta, Georgia	$342K	+$356K	1	0.04%	New
747	CS Comerica Securities Detroit, Michigan	$341K	-$14.3K	1	0.09%	Reduced
748	LD Lipe & Dalton Syracuse, New York	$334K	-$142K	1	0.27%	Reduced
749	PTC Private Trust Company Cleveland, Ohio	$334K	+$129K	1	0.1%	Increased
750	Laird Norton Wetherby Wealth Management San Francisco, California	$333K	-$9.37K	1	0.08%	Reduced