← 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	YP Yellowstone Partners Idaho Falls, Idaho	$505K	+$223K	1	0.19%	Increased
752	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$498K	+$29.9K	1	0.01%	Increased
753	ACM Alethea Capital Management Mercer Island, Washington	$493K	-$51.7K	1	0.68%	Reduced
754	LIC Lodestar Investment Counsel Chicago, Illinois	$493K	-$8.41K	1	0.07%	Reduced
755	Annex Advisory Services Brookfield, Wisconsin	$492K	+$5.11K	1	0.13%	Increased
756	Hills Bank & Trust North Liberty, Iowa	$488K	-$791K	1	0.18%	Reduced
757	CAS Cue Advisory Services Phoenix, Arizona	$477K	+$3.75K	1	0.4%	Increased
758	WA Winfield Associates Cleveland, Ohio	$477K	$0	2	0.3%	Maintained
759	GFG Gray Financial Group Atlanta, Georgia	$474K	-$32.4K	1	0.2%	Reduced
760	SIA SeaBridge Investment Advisors Summit, New Jersey	$469K	$0	1	0.12%	Maintained
761	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$464K	-$12.9K	2	0.24%	Reduced
762	HIC Holderness Investments Company Greensboro, North Carolina	$462K	$0	1	0.46%	Maintained
763	UFF USA Financial Formulas Ada, Michigan	$462K	+$415K	1	0.12%	New
764	NL NWAM LLC Mercer Island, Washington	$458K	-$24.8K	1	0.03%	Reduced
765	SI SII Investments Appleton, Wisconsin	$456K	-$14.3K	1	0.03%	Reduced
766	WIA Westbourne Investment Advisors Annapolis, Maryland	$456K	-$90.5K	1	0.4%	Reduced
767	AI ArchPoint Investors Coral Gables, Florida	$452K	$0	1	0.26%	Maintained
768	AP Advisor Partners Walnut Creek, California	$450K	+$36.1K	1	0.15%	Increased
769	Element Capital Management New York	$449K	+$171K	1	0.08%	Increased
770	P Pitcairn Conshohocken, Pennsylvania	$449K	-$590K	1	0.06%	Reduced
771	NB Nicolet Bankshares Green Bay, Wisconsin	$442K	+$33.3K	1	0.26%	Increased
772	Wealthfront Palo Alto, California	$438K	+$47.5K	1	0.01%	Increased
773	Choate Investment Advisors Boston, Massachusetts	$432K	-$27.2K	1	0.03%	Reduced
774	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$428K	-$30.7K	1	0.21%	Reduced
775	Eventide Asset Management Boston, Massachusetts	$427K	+$45.3K	1	0.03%	Increased