← 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	SCI S&CO Inc Boston, Massachusetts	$375K	+$331K	1	0.06%	New
777	WIP Wellesley Investment Partners Wellesley, Massachusetts	$372K	+$328K	1	0.22%	New
778	BFG Beacon Financial Group Dallas, Texas	$370K	+$331K	1	0.08%	New
779	KA KLCM Advisors Milwaukee, Wisconsin	$369K	+$33.1K	1	0.13%	Increased
780	FTC Farmers Trust Company Youngstown, Ohio	$368K	-$38.7K	1	0.12%	Reduced
781	SAM Silverback Asset Management Chapel Hill, North Carolina	$366K	$0	1	0.05%	Maintained
782	NB Nicolet Bankshares Green Bay, Wisconsin	$365K	+$939	1	0.26%	Increased
783	Synovus Financial Columbus, Georgia	$364K	+$122K	1	0.01%	Increased
784	Heritage Investors Management Corp Bethesda, Maryland	$362K	-$29.4K	1	0.03%	Reduced
785	SCA Snowden Capital Advisors New York	$361K	+$319K	1	0.12%	New
786	Wealthfront Palo Alto, California	$358K	+$70.8K	1	0.01%	Increased
787	BCM BTR Capital Management Oakland, California	$357K	+$55.2K	1	0.08%	Increased
788	TFA Transamerica Financial Advisors St. Petersburg, Florida	$356K	+$298K	2	0.03%	Increased
789	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$353K	+$312K	1	0.09%	New
790	TCM Tradition Capital Management Summit, New Jersey	$347K	-$1.62M	1	0.12%	Reduced
791	WIS Wright Investors Service Shelton, Connecticut	$340K	+$5.25K	1	0.13%	Increased
792	NCM Novare Capital Management Charlotte, North Carolina	$339K	+$300K	1	0.1%	New
793	MC Middleton & Co Boston, Massachusetts	$338K	-$29K	1	0.08%	Reduced
794	DA Dillon & Associates Jackson, Michigan	$337K	+$73.8K	1	0.16%	Increased
795	FM Forward Management San Francisco, California	$336K	-$165K	1	0.03%	Reduced
796	CAM Columbia Asset Management Ann Arbor, Michigan	$330K	$0	1	0.12%	Maintained
797	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$330K	-$13.3K	1	0.02%	Reduced
798	VCAM Van Cleef Asset Management Beachwood, Ohio	$328K	$0	1	0.12%	Maintained
799	HIS Horizon Investment Services Hammond, Indiana	$324K	-$74.8K	1	0.15%	Reduced
800	Walleye Trading New York	$321K	-$6.48M	2	0%	Reduced