← 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
751	KT Kanaly Trust Houston, Texas	$254K	+$244K	1	0.08%	New
752	AI ArchPoint Investors Coral Gables, Florida	$253K	+$242K	1	0.3%	New
753	PPCM Pillar Pacific Capital Management Pacifica, California	$253K	+$259K	1	0.06%	New
754	GIS Guardian Investor Services New York	$252K	+$241K	1	0.22%	New
755	CBB Citizens Business Bank Ontario, California	$247K	+$236K	1	0.06%	New
756	CC Courier Capital Buffalo, New York	$247K	+$237K	1	0.06%	New
757	WPC White Pine Capital Bloomington, Minnesota	$245K	+$235K	1	0.09%	New
758	AL Airain Ltd St. Peter Port, Guernsey	$234K	+$224K	1	0.03%	New
759	Diversified Trust Memphis, Tennessee	$234K	+$240K	1	0.03%	New
760	MIU Man Investments (UK) London, United Kingdom	$233K	+$217K	1	0.05%	New
761	BAC Boys Arnold & Co Asheville, North Carolina	$231K	+$221K	1	0.05%	New
762	BTNA Bremer Trust National Association St. Cloud, Minnesota	$231K	+$221K	1	0.1%	New
763	Seizert Capital Partners Birmingham, Michigan	$231K	+$221K	1	0.01%	New
764	Atalanta Sosnoff Capital New York	$230K	+$221K	1	0.01%	New
765	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$229K	+$220K	1	0.17%	New
766	Shelton Capital Management Denver, Colorado	$229K	+$220K	1	0.04%	New
767	BUB BBVA USA Bancshares Houston, Texas	$226K	+$216K	1	0.01%	New
768	BFO Boston Family Office Boston, Massachusetts	$224K	+$214K	1	0.03%	New
769	HM Harvest Management New York	$224K	+$214K	1	0.31%	New
770	TIM Thompson Investment Management Madison, Wisconsin	$220K	+$204K	1	0.05%	New
771	GLG Inc New York	$216K	+$207K	1	0.01%	New
772	Brinker Capital Investments Berwyn, Pennsylvania	$215K	+$206K	1	0.01%	New
773	Atria Investments Charlotte, North Carolina	$213K	+$204K	1	0.03%	New
774	ST Sentinel Trust Houston, Texas	$213K	+$204K	1	0.06%	New
775	Jones Financial Companies Des Peres, Missouri	$209K	+$198K	2	0%	New