← 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	NEAM New England Asset Management Farmington, Connecticut	$311K	+$299K	1	0.01%	New
802	DBT Dubuque Bank & Trust Dubuque, Iowa	$309K	+$92.8K	1	0.05%	Increased
803	TCM Tufton Capital Management Hunt Valley, Maryland	$309K	$0	1	0.06%	Maintained
804	LC Lakeshore Capital Birmingham, Alabama	$308K	$0	1	0.29%	Maintained
805	Evercore Wealth Management New York	$307K	-$28.7K	1	0.02%	Reduced
806	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$305K	-$66.8K	1	0.06%	Reduced
807	Bartlett & Co Cincinnati, Ohio	$302K	+$44.5K	1	0.01%	Increased
808	Seizert Capital Partners Birmingham, Michigan	$301K	-$10K	1	0.01%	Reduced
809	MRCM M&R Capital Management Summit, New Jersey	$297K	$0	1	0.07%	Maintained
810	LSA L & S Advisors Los Angeles, California	$288K	-$1.99M	1	0.11%	Reduced
811	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$288K	+$277K	1	0.02%	New
812	BTNA Bremer Trust National Association St. Cloud, Minnesota	$287K	+$12.4K	1	0.1%	Increased
813	GA Geneva Advisors Chicago, Illinois	$287K	-$251K	1	0.01%	Reduced
814	GLRA Gerald L. Ray & Associates Dallas, Texas	$286K	+$275K	1	0.05%	New
815	B BancorpSouth Tupelo, Mississippi	$285K	-$99.9K	1	0.03%	Reduced
816	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$284K	+$141K	3	0.07%	Increased
817	I IberiaBank Lafayette, Louisiana	$284K	+$44.5K	1	0.16%	Increased
818	TC Telemus Capital Southfield, Michigan	$284K	-$27.5K	1	0.07%	Reduced
819	PPCM Pillar Pacific Capital Management Pacifica, California	$279K	$0	1	0.05%	Maintained
820	AI ArchPoint Investors Coral Gables, Florida	$277K	+$20K	1	0.23%	Increased
821	Hancock Whitney Gulfport, Mississippi	$275K	+$41.6K	1	0.01%	Increased
822	GIS Guardian Investor Services New York	$273K	-$9.13K	1	0.21%	Reduced
823	Grimes & Company Westborough, Massachusetts	$271K	$0	1	0.07%	Maintained
824	NG NatWest Group Edinburgh, Scotland, United Kingdom	$269K	-$157K	1	0.01%	Reduced
825	CC Cannell & Co New York	$262K	+$252K	1	0.01%	New