← 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	Benjamin F. Edwards & Company St. Louis, Missouri	$203K	$0	1	0.08%	Maintained
802	VCM Vigilant Capital Management Portland, Maine	$193K	$0	1	0.05%	Maintained
803	PineBridge Investments New York	$192K	+$15.3K	2	0.01%	Increased
804	AWS Aris Wealth Services State College, Pennsylvania	$183K	+$178K	1	0.33%	New
805	T TradeWorx Red Bank, New Jersey	$173K	+$166K	1	0.08%	New
806	Bessemer Group Woodbridge, New Jersey	$172K	-$150K	2	0%	Reduced
807	HHC Hutchin Hill Capital New York	$170K	+$163K	1	0.02%	New
808	AIM Allen Investment Management New York	$169K	+$163K	1	0.05%	New
809	PVH Psagot Value Holdings Tel Aviv, Israel	$159K	+$165K	2	0.01%	New
810	Verition Fund Management Greenwich, Connecticut	$153K	-$112K	1	0.02%	Reduced
811	RIA Regal Investment Advisors Kentwood, Michigan	$129K	+$3.9K	1	0.08%	Increased
812	TCM TD Capital Management Memphis, Tennessee	$127K	$0	1	0.03%	Maintained
813	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$125K	+$101K	2	0.1%	Increased
814	M MOTCO San Antonio, Texas	$124K	$0	1	0.02%	Maintained
815	BMM Buffington Mohr McNeal Boise, Idaho	$113K	+$110K	1	0.07%	New
816	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$110K	+$107K	1	0.07%	New
817	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$110K	+$6.72K	1	0.07%	Increased
818	WA WFG Advisors Dallas, Texas	$107K	-$10.2K	2	0.02%	Reduced
819	FWM Focused Wealth Management Newburgh, New York	$106K	+$103K	2	0.1%	New
820	RegentAtlantic Capital Morristown, New Jersey	$106K	-$56.9K	1	0.01%	Reduced
821	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$104K	+$21.7K	1	0.02%	Increased
822	FA FDx Advisors Chicago, Illinois	$103K	-$452K	1	0.01%	Reduced
823	CFS Community Financial System Syracuse, New York	$99K	$0	1	0.02%	Maintained
824	TF Tompkins Financial Ithaca, New York	$99K	+$8.73K	1	0.03%	Increased
825	DCM Decade Capital Management New York	$91K	+$84.9K	1	0.01%	New