← 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	T TradeWorx Red Bank, New Jersey	$425K	-$16K	1	0.37%	Reduced
752	Advisory Services Network Atlanta, Georgia	$421K	-$8.36K	1	0.22%	Reduced
753	FIM Frontier Investment Management Dallas, Texas	$421K	$0	1	0.07%	Maintained
754	NG NatWest Group Edinburgh, Scotland, United Kingdom	$421K	+$89.3K	1	0.02%	Increased
755	SouthState Corp Winter Haven, Florida	$420K	-$199K	1	0.07%	Reduced
756	Kennedy Capital Management St Louis, Missouri	$412K	-$4.44M	1	0.01%	Reduced
757	HL HeadInvest LLC Portland, Maine	$409K	+$66.3K	1	0.18%	Increased
758	SCA Secor Capital Advisors New York	$409K	-$161K	1	0.2%	Reduced
759	RU RobecoSam USA New York	$407K	-$17.6K	1	0.46%	Reduced
760	Tower Research Capital (TRC) New York	$397K	-$138K	4	0.05%	Reduced
761	FTC Farmers Trust Company Youngstown, Ohio	$396K	-$28.3K	1	0.14%	Reduced
762	PTC Private Trust Company Cleveland, Ohio	$393K	+$45.2K	3	0.15%	Increased
763	WI Wedgewood Investors Erie, Pennsylvania	$392K	$0	1	0.42%	Maintained
764	GVT Genesee Valley Trust Pittsford, New York	$390K	+$382K	1	0.25%	New
765	Laird Norton Wetherby Wealth Management San Francisco, California	$388K	-$3.1K	1	0.11%	Reduced
766	WA Wheatland Advisors Lancaster, Pennsylvania	$386K	$0	1	0.39%	Maintained
767	CS Comerica Securities Detroit, Michigan	$385K	+$14.1K	1	0.37%	Increased
768	KA Kovack Advisors Ft. Lauderdale, Florida	$384K	-$33.2K	1	1.31%	Reduced
769	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$382K	$0	1	0.13%	Maintained
770	DAM Delta Asset Management Memphis, Tennessee	$379K	+$54.5K	1	0.08%	Increased
771	TNB Thomasville National Bank Thomasville, Georgia	$377K	$0	1	0.16%	Maintained
772	Brighton Jones LLC Seattle, Washington	$376K	+$3.46K	1	0.09%	Increased
773	KA KLCM Advisors Milwaukee, Wisconsin	$376K	-$147K	1	0.1%	Reduced
774	Loews Corp New York	$370K	$0	1	0%	Maintained
775	VCAM Van Cleef Asset Management Beachwood, Ohio	$370K	$0	1	0.16%	Maintained