← 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	Capital Analysts LLC Fort Washington, Pennsylvania	$695K	+$16.7K	1	0.12%	Increased
727	Glenview Trust Louisville, Kentucky	$690K	+$675K	1	0.06%	New
728	1GA 1st Global Advisors Dallas, Texas	$687K	+$9.48K	1	0.09%	Increased
729	Bank of Nova Scotia Toronto, Ontario, Canada	$686K	+$62.4K	1	0%	Increased
730	FAN Financial Advisors Network Tustin, California	$685K	+$634K	3	0.58%	New
731	BCM Birmingham Capital Management Birmingham, Alabama	$684K	-$87.9K	1	0.29%	Reduced
732	NRS Neville Rodie & Shaw New York	$683K	-$19.7K	1	0.08%	Reduced
733	VWM Valley Wealth Managers Paramus, New Jersey	$679K	-$81.6K	1	0.1%	Reduced
734	FG Fiduciary Group Savannah, Georgia	$668K	-$91.1K	1	0.17%	Reduced
735	Highbridge Capital Management New York	$658K	-$3.16M	1	0.01%	Reduced
736	Mariner Overland Park, Kansas	$658K	-$188K	1	0.03%	Reduced
737	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$652K	+$3.28K	1	0.05%	Increased
738	TCB Texas Capital Bancshares Dallas, Texas	$648K	-$62.7K	1	1.48%	Reduced
739	HighPoint Advisor Group Downers Grove, Illinois	$644K	+$327K	1	0.21%	Increased
740	RI Ridgewood Investments Springfield, New Jersey	$642K	+$628K	1	0.76%	New
741	Catalyst Capital Advisors Huntington, New York	$640K	+$43K	1	0.04%	Increased
742	IIC Ironwood Investment Counsel Scottsdale, Arizona	$640K	+$68.5K	1	0.29%	Increased
743	PPCM Pillar Pacific Capital Management Pacifica, California	$640K	$0	1	0.1%	Maintained
744	SC Searle & Co Greenwich, Connecticut	$637K	$0	1	0.53%	Maintained
745	FBC Fairfield, Bush & Co Darien, Connecticut	$629K	$0	1	0.2%	Maintained
746	FCAG First Capital Advisors Group Little Silver, New Jersey	$628K	+$614K	1	0.58%	New
747	BIG Bellwether Investment Group Chattanooga, Tennessee	$622K	+$609K	3	0.56%	New
748	AI ArchPoint Investors Coral Gables, Florida	$614K	+$150K	1	0.36%	Increased
749	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$612K	+$341K	2	0.12%	Increased
750	Busey Bank Urbana, Illinois	$609K	+$35.1K	1	0.08%	Increased