← 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
801	GH GAM Holding Zurich, Switzerland	$97K	+$90K	1	0%	New
802	CFS Community Financial System Syracuse, New York	$95K	+$90.6K	1	0.03%	New
803	Capital Analysts LLC Fort Washington, Pennsylvania	$86K	+$82.4K	1	0.03%	New
804	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$85K	+$74.2K	1	0.02%	New
805	TC TFS Capital West Chester, Pennsylvania	$85K	+$79.5K	1	0%	New
806	TF Tompkins Financial Ithaca, New York	$85K	+$81.6K	1	0.03%	New
807	GGPS Gary Goldberg Planning Services Suffern, New York	$84K	+$80.3K	1	0.05%	New
808	ST Stifel Trust St. Louis, Missouri	$84K	+$80.4K	1	0.02%	New
809	Farmers & Merchants Investments Inc Lincoln, Nebraska	$81K	+$77.4K	1	0.01%	New
810	HCM Hengehold Capital Management Cincinnati, Ohio	$81K	+$75.5K	1	0.04%	New
811	PM Parametrica Management Wanchai, Hong Kong	$81K	+$75.8K	1	2.01%	New
812	FHC First Horizon Corporation Memphis, Tennessee	$80K	+$76.2K	2	0.02%	New
813	PSI Pinnacle Summer Investments Fairfax, Virginia	$79K	+$75.7K	1	0.02%	New
814	CFA Carroll Financial Associates Charlotte, North Carolina	$76K	+$73.3K	1	0.04%	New
815	Irish Life Investment Managers Dublin, Ireland	$69.7K	+$70.4K	2	0%	New
816	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$68K	+$63K	2	0%	New
817	AIP Advanced Investment Partners Safety Harbor, Florida	$66K	+$63.1K	1	0.12%	New
818	CC Colrain Capital Boston, Massachusetts	$66K	+$63K	1	0%	New
819	MAS Madden Advisory Services Jacksonville, Florida	$66K	+$63K	1	0.05%	New
820	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$63K	+$59.1K	1	0.01%	New
821	WF WealthTrust Fairport Cleveland, Ohio	$59K	+$56.4K	1	0.01%	New
822	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$58K	+$55.7K	1	0.04%	New
823	CCM Connective Capital Management Palo Alto, California	$56K	+$49.5K	1	0.08%	New
824	ECAM East Coast Asset Management Essex, Massachusetts	$55K	+$54.7K	2	0.03%	New
825	CA CapWealth Advisors Franklin, Tennessee	$53K	+$50.4K	1	0.02%	New