← 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	FG Fiduciary Group Savannah, Georgia	$761K	-$2.52K	1	0.18%	Reduced
777	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$759K	+$142K	2	0.34%	Increased
778	Wealthfront Palo Alto, California	$753K	+$78.6K	1	0.01%	Increased
779	RI Ridgewood Investments Springfield, New Jersey	$747K	-$3.35K	1	0.75%	Reduced
780	IIC Ironwood Investment Counsel Scottsdale, Arizona	$743K	$0	1	0.28%	Maintained
781	SC Searle & Co Greenwich, Connecticut	$735K	$0	1	0.5%	Maintained
782	FCAG First Capital Advisors Group Little Silver, New Jersey	$729K	-$67.9K	1	0.5%	Reduced
783	P Pitcairn Conshohocken, Pennsylvania	$721K	-$348K	2	0.09%	Reduced
784	BFIM Beese Fulmer Investment Management Canton, Ohio	$719K	$0	1	0.17%	Maintained
785	GBT Grove Bank & Trust Miami, Florida	$713K	+$310K	1	0.46%	Increased
786	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$707K	+$693K	1	0.18%	New
787	WP WMS Partners Towson, Maryland	$702K	-$1.6K	1	0.09%	Reduced
788	Eventide Asset Management Boston, Massachusetts	$700K	+$191K	1	0.04%	Increased
789	CCM Catawba Capital Management Roanoke, Virginia	$699K	+$22.9K	1	0.16%	Increased
790	VWM Valley Wealth Managers Paramus, New Jersey	$696K	-$106K	1	0.09%	Reduced
791	PPCM Pillar Pacific Capital Management Pacifica, California	$690K	-$17.5K	1	0.09%	Reduced
792	CCA Cobblestone Capital Advisors Rochester, New York	$685K	-$457	1	0.09%	Reduced
793	FBC Fairfield, Bush & Co Darien, Connecticut	$679K	$0	1	0.22%	Maintained
794	AAM American Asset Management Boca Raton, Florida	$676K	+$381	1	0.38%	Increased
795	NRS Neville Rodie & Shaw New York	$675K	-$114K	1	0.08%	Reduced
796	Adams Diversified Equity Fund Baltimore, Maryland	$666K	-$132K	1	0.04%	Reduced
797	Azimuth Capital Management Bloomfield Hills, Michigan	$665K	$0	1	0.05%	Maintained
798	SMC Smith, Moore & Co Clayton, Missouri	$658K	+$7.62K	1	0.22%	Increased
799	WI Wintrust Investments Chicago, Illinois	$655K	-$53.1K	1	0.17%	Reduced
800	Salem Investment Counselors Winston Salem, North Carolina	$653K	+$1.68K	1	0.08%	Increased