← 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	WA Winfield Associates Cleveland, Ohio	$433K	+$1.29K	2	0.28%	Increased
752	CAS Cue Advisory Services Phoenix, Arizona	$430K	-$12.7K	1	0.37%	Reduced
753	SIA SeaBridge Investment Advisors Summit, New Jersey	$426K	+$1.84K	1	0.11%	Increased
754	SI SII Investments Appleton, Wisconsin	$426K	-$128K	1	0.03%	Reduced
755	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$425K	-$207K	1	0.01%	Reduced
756	CCA Cobblestone Capital Advisors Rochester, New York	$424K	+$39.2K	1	0.06%	Increased
757	HIC Holderness Investments Company Greensboro, North Carolina	$420K	-$14.6K	1	0.42%	Reduced
758	Choate Investment Advisors Boston, Massachusetts	$418K	+$20.9K	1	0.03%	Increased
759	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$417K	$0	1	0.21%	Maintained
760	PEAK6 Group Chicago, Illinois	$412K	+$395K	2	0%	New
761	AI ArchPoint Investors Coral Gables, Florida	$411K	-$162K	1	0.23%	Reduced
762	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$411K	-$150	2	0.23%	Reduced
763	Simplex Trading Chicago, Illinois	$409K	-$29.5K	4	0.03%	Reduced
764	GFG Gray Financial Group Atlanta, Georgia	$409K	$0	1	0.17%	Maintained
765	IR Invictus RG Hamilton, Bermuda	$406K	+$400K	2	0.43%	New
766	BIG Bellwether Investment Group Chattanooga, Tennessee	$400K	+$411K	2	0.44%	New
767	Wolverine Trading Chicago, Illinois	$394K	+$405K	2	0%	New
768	WIP Wellesley Investment Partners Wellesley, Massachusetts	$393K	+$39.2K	1	0.21%	Increased
769	Rafferty Asset Management New York	$391K	+$139K	1	0.03%	Increased
770	EFS Essex Financial Services Essex, Connecticut	$389K	+$307	1	0.09%	Increased
771	VCAM Van Cleef Asset Management Beachwood, Ohio	$385K	+$73.7K	1	0.13%	Increased
772	AP Advisor Partners Walnut Creek, California	$376K	+$10.5K	1	0.13%	Increased
773	DP Dearborn Partners Chicago, Illinois	$374K	+$82.9K	1	0.03%	Increased
774	PTC Private Trust Company Cleveland, Ohio	$373K	+$6.2K	1	0.1%	Increased
775	NB Nicolet Bankshares Green Bay, Wisconsin	$371K	+$24K	1	0.24%	Increased