← 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
776	AFG Albion Financial Group Salt Lake City, Utah	$208K	+$199K	1	0.05%	New
777	WTB Washington Trust Bank Spokane, Washington	$205K	+$196K	1	0.06%	New
778	CDH Charles D. Hyman	$204K	+$195K	1	0.04%	New
779	OMERS Administration Corp Toronto, Ontario, Canada	$204K	+$195K	1	0.02%	New
780	WIC Woodmont Investment Counsel Nashville, Tennessee	$200K	+$192K	1	0.07%	New
781	TFA Toth Financial Advisory Leesburg, Virginia	$197K	+$183K	1	0.1%	New
782	Benjamin F. Edwards & Company St. Louis, Missouri	$194K	+$186K	1	0.08%	New
783	VCM Vigilant Capital Management Portland, Maine	$185K	+$177K	1	0.06%	New
784	DAM Delta Asset Management Memphis, Tennessee	$170K	+$162K	1	0.04%	New
785	FHB First Hawaiian Bank Honolulu, Hawaii	$160K	+$154K	1	0.03%	New
786	SPM Symmetry Peak Management Radnor, Pennsylvania	$160K	+$143K	1	0.03%	New
787	PineBridge Investments New York	$155K	+$155K	2	0%	New
788	Group One Trading Chicago, Illinois	$151K	+$138K	3	0%	New
789	DBT Dubuque Bank & Trust Dubuque, Iowa	$150K	+$143K	1	0.03%	New
790	RegentAtlantic Capital Morristown, New Jersey	$141K	+$131K	1	0.02%	New
791	LCM Logan Capital Management Newtown Square, Pennsylvania	$135K	+$157K	1	0.01%	New
792	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$128K	+$124K	3	0.09%	New
793	TCM TD Capital Management Memphis, Tennessee	$122K	+$117K	1	0.03%	New
794	Spot Trading Chicago, Illinois	$120K	+$116K	3	0%	New
795	MSI Financial Services Springfield, Massachusetts	$119K	+$114K	4	0.02%	New
796	RIA Regal Investment Advisors Kentwood, Michigan	$119K	+$114K	1	0.07%	New
797	M MOTCO San Antonio, Texas	$118K	+$113K	1	0.02%	New
798	WA WFG Advisors Dallas, Texas	$111K	+$106K	3	0.02%	New
799	WAM Wood Asset Management Sarasota, Florida	$109K	+$104K	1	0.03%	New
800	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$99K	+$94.6K	1	0.07%	New