← 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	FIM Fruth Investment Management Houston, Texas	$778K	-$92.3K	1	0.36%	Reduced
727	MAM Meeder Asset Management Dublin, Ohio	$777K	-$4.71M	3	0.07%	Reduced
728	Benjamin F. Edwards & Company St. Louis, Missouri	$772K	+$630K	2	0.11%	Increased
729	FAN Financial Advisors Network Tustin, California	$771K	+$25.8K	1	0.67%	Increased
730	CG Clinton Group New York	$769K	+$740K	1	0.04%	New
731	Glenview Trust Louisville, Kentucky	$769K	+$5.33K	1	0.06%	Increased
732	Mariner Overland Park, Kansas	$769K	+$40.1K	1	0.03%	Increased
733	Twin Tree Management Dallas, Texas	$768K	+$726K	1	0.01%	New
734	VWM Valley Wealth Managers Paramus, New Jersey	$766K	+$14.6K	1	0.1%	Increased
735	PA Probity Advisors Dallas, Texas	$765K	-$24K	1	0.3%	Reduced
736	FCAG First Capital Advisors Group Little Silver, New Jersey	$761K	+$63.9K	1	0.57%	Increased
737	NRS Neville Rodie & Shaw New York	$754K	$0	1	0.09%	Maintained
738	ZIM ZPR Investment Management Orange City, Florida	$751K	+$677K	1	1.22%	New
739	PPCM Pillar Pacific Capital Management Pacifica, California	$747K	-$49.4K	1	0.11%	Reduced
740	Brinker Capital Berwyn, Pennsylvania	$728K	+$45.5K	2	0.03%	Increased
741	ACM Americafirst Capital Management Roseville, California	$727K	+$691K	2	0.87%	New
742	FG Fiduciary Group Savannah, Georgia	$727K	-$10.1K	1	0.17%	Reduced
743	ZF Zhang Financial Portage, Michigan	$723K	-$140K	1	0.36%	Reduced
744	TCB Texas Capital Bancshares Dallas, Texas	$716K	$0	1	1.9%	Maintained
745	RI Ridgewood Investments Springfield, New Jersey	$715K	+$4.83K	1	0.77%	Increased
746	IIC Ironwood Investment Counsel Scottsdale, Arizona	$707K	$0	1	0.3%	Maintained
747	BCM Birmingham Capital Management Birmingham, Alabama	$705K	-$89.8K	1	0.29%	Reduced
748	SC Searle & Co Greenwich, Connecticut	$701K	-$3.55K	1	0.49%	Reduced
749	Prudential plc London, England, United Kingdom	$698K	+$79.8K	1	0%	Increased
750	BFIM Beese Fulmer Investment Management Canton, Ohio	$685K	+$34.1K	1	0.17%	Increased