← 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	CAM Columbia Asset Management Ann Arbor, Michigan	$274K	-$81.2K	1	0.11%	Reduced
777	VCAM Van Cleef Asset Management Beachwood, Ohio	$273K	-$9.48K	1	0.1%	Reduced
778	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$269K	-$23K	1	0.03%	Reduced
779	SAM Silverback Asset Management Chapel Hill, North Carolina	$268K	-$38.6K	1	0.06%	Reduced
780	WA Winfield Associates Cleveland, Ohio	$267K	-$61.2K	1	0.18%	Reduced
781	WTB Washington Trust Bank Spokane, Washington	$266K	-$50.4K	1	0.06%	Reduced
782	WA Wheatland Advisors Lancaster, Pennsylvania	$262K	$0	1	0.27%	Maintained
783	CBN Cadence Bank NA Houston, Texas	$256K	-$599K	1	0.14%	Reduced
784	DP Dearborn Partners Chicago, Illinois	$251K	+$16.2K	1	0.02%	Increased
785	NFG Next Financial Group Houston, Texas	$250K	-$43.4K	2	0.09%	Reduced
786	GLRA Gerald L. Ray & Associates Dallas, Texas	$248K	+$44.4K	1	0.04%	Increased
787	WI Wedgewood Investors Erie, Pennsylvania	$247K	-$24.4K	1	0.25%	Reduced
788	AP Advisor Partners Walnut Creek, California	$246K	-$98.9K	1	0.08%	Reduced
789	BCM BTR Capital Management Oakland, California	$245K	$0	1	0.06%	Maintained
790	ACM Argentus Capital Management Dallas, Texas	$241K	-$1.46M	1	0.08%	Reduced
791	Spot Trading Chicago, Illinois	$241K	-$1.27M	2	0%	Reduced
792	Todd Asset Management Louisville, Kentucky	$241K	+$251K	1	0.01%	New
793	GAMCO Investors Greenwich, Connecticut	$240K	+$16.8K	1	0%	Increased
794	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$239K	$0	1	0.07%	Maintained
795	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$238K	-$14K	1	0.12%	Reduced
796	JAM JCIC Asset Management Toronto, Ontario, Canada	$238K	-$2.13M	1	0.07%	Reduced
797	WIM Wilen Investment Management Bonita Springs, Florida	$237K	$0	1	0.17%	Maintained
798	Wealthfront Palo Alto, California	$231K	+$42.3K	1	0.01%	Increased
799	Magnetar Financial Evanston, Illinois	$230K	-$180K	1	0%	Reduced
800	CBU CIBC Bank USA Chicago, Illinois	$227K	-$10.4K	1	0.04%	Reduced