← 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	CBU CIBC Bank USA Chicago, Illinois	$234K	-$3.54K	1	0.04%	Reduced
777	DP Dearborn Partners Chicago, Illinois	$232K	$0	1	0.02%	Maintained
778	LC Lakeshore Capital Birmingham, Alabama	$231K	$0	1	0.51%	Maintained
779	SEC Seven Eight Capital New York	$231K	+$131K	2	0.2%	Increased
780	MJP Michael J. Puzo	$226K	+$1.18K	1	0.16%	Increased
781	P Pitcairn Conshohocken, Pennsylvania	$225K	-$522K	1	0.03%	Reduced
782	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$223K	-$270K	2	0.04%	Reduced
783	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$223K	+$7.22K	1	0.08%	Increased
784	AWP Ascent Wealth Partners New Hartford, New York	$222K	-$2.11M	1	0.13%	Reduced
785	Boston Trust Walden Boston, Massachusetts	$221K	+$44.5K	1	0%	Increased
786	GAMCO Investors Greenwich, Connecticut	$221K	-$690K	1	0%	Reduced
787	LH Lebenthal Holdings New York	$221K	-$579K	1	0.05%	Reduced
788	BAC Boys Arnold & Co Asheville, North Carolina	$217K	-$526K	1	0.05%	Reduced
789	NPA Nichols & Pratt Advisers Boston, Massachusetts	$217K	$0	1	0.02%	Maintained
790	CCA Cobblestone Capital Advisors Rochester, New York	$214K	+$57.7K	1	0.03%	Increased
791	WBG Wharton Business Group Malvern, Pennsylvania	$213K	+$245K	1	0.02%	New
792	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$11.1K	1	0.02%	Reduced
793	Evercore Wealth Management New York	$209K	-$4.67K	1	0.01%	Reduced
794	WB Webster Bank Waterbury, Connecticut	$209K	+$241K	1	0.04%	New
795	PTC Private Trust Company Cleveland, Ohio	$207K	-$8.27K	1	0.06%	Reduced
796	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$206K	$0	1	0.07%	Maintained
797	DAM Deltec Asset Management New York	$205K	$0	1	0.05%	Maintained
798	GAM Griffin Asset Management New York	$205K	$0	1	0.09%	Maintained
799	JIR James Investment Research Alpha, Ohio	$205K	-$29.5K	1	0.01%	Reduced
800	QC QCM Cayman Houston, Texas	$205K	+$236K	1	0.07%	New