← 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	Algert Global San Francisco, California	$445K	+$394K	1	0.17%	New
752	SIA SeaBridge Investment Advisors Summit, New Jersey	$444K	-$11.3K	1	0.11%	Reduced
753	CS Comerica Securities Detroit, Michigan	$437K	+$23.4K	1	0.1%	Increased
754	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$437K	+$386K	1	0.23%	New
755	HCA Harbour Capital Advisors Tysons Corner, Virginia	$426K	+$358K	1	0.24%	New
756	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$426K	-$403K	1	0.39%	Reduced
757	LIC Lodestar Investment Counsel Chicago, Illinois	$423K	+$373K	1	0.06%	New
758	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$422K	$0	1	0.06%	Maintained
759	Boothbay Fund Management New York	$418K	+$209K	1	0.11%	Increased
760	Choate Investment Advisors Boston, Massachusetts	$417K	+$14.3K	1	0.03%	Increased
761	LMR Partners London, United Kingdom	$416K	+$367K	1	0.05%	New
762	Capital Investment Advisors Atlanta, Georgia	$415K	+$2.65K	1	0.04%	Increased
763	WCA Westover Capital Advisors Wilmington, Delaware	$411K	-$11.9K	1	0.35%	Reduced
764	EFS Essex Financial Services Essex, Connecticut	$407K	-$197K	1	0.1%	Reduced
765	Cetera Advisor Networks El Segundo, California	$404K	-$371K	1	0.03%	Reduced
766	CCA Cobblestone Capital Advisors Rochester, New York	$404K	+$46.7K	1	0.06%	Increased
767	Advisory Services Network Atlanta, Georgia	$397K	-$54.9K	2	0.11%	Reduced
768	AHC Adell Harriman & Carpenter Houston, Texas	$388K	-$55.2K	1	0.1%	Reduced
769	Beck Mack & Oliver New York	$387K	$0	1	0.01%	Maintained
770	Fiduciary Trust Boston, Massachusetts	$386K	+$341K	1	0.01%	New
771	PTC Private Trust Company Cleveland, Ohio	$384K	-$15.6K	1	0.1%	Reduced
772	AP Advisor Partners Walnut Creek, California	$383K	+$77.2K	1	0.14%	Increased
773	FIM Frontier Investment Management Dallas, Texas	$379K	+$10.1K	1	0.05%	Increased
774	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$379K	+$141K	2	0.22%	Increased
775	GFG Gray Financial Group Atlanta, Georgia	$375K	$0	1	0.14%	Maintained