← 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	GWM Gupta Wealth Management San Diego, California	$332K	+$87.1K	1	0.08%	Increased
802	BMC Benin Management Corp Wilton, Connecticut	$331K	-$21.2K	1	0.18%	Reduced
803	Raymond James Financial Services Advisors St. Petersburg, Florida	$329K	+$324K	1	0.02%	New
804	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$323K	-$16.3K	1	0.03%	Reduced
805	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$316K	$0	1	1.02%	Maintained
806	MSI Financial Services Springfield, Massachusetts	$314K	+$1.07K	3	0.02%	Increased
807	Spot Trading Chicago, Illinois	$314K	-$1.06M	3	0%	Reduced
808	Baker Avenue Asset Management San Francisco, California	$312K	+$337K	1	0.04%	New
809	CBU CIBC Bank USA Chicago, Illinois	$311K	-$27.4K	1	0.05%	Reduced
810	Prospera Financial Services Dallas, Texas	$308K	-$44.5K	1	0.07%	Reduced
811	WIM Wilen Investment Management Bonita Springs, Florida	$308K	$0	1	0.21%	Maintained
812	DP Dearborn Partners Chicago, Illinois	$306K	-$143K	1	0.03%	Reduced
813	JIR James Investment Research Alpha, Ohio	$304K	$0	1	0.01%	Maintained
814	LC Lakeshore Capital Birmingham, Alabama	$304K	$0	1	0.52%	Maintained
815	Wealthfront Palo Alto, California	$300K	+$39.4K	2	0.01%	Increased
816	GFG Gray Financial Group Atlanta, Georgia	$296K	$0	1	0.11%	Maintained
817	MJP Michael J. Puzo	$296K	$0	1	0.19%	Maintained
818	PIM Penobscot Investment Management Boston, Massachusetts	$292K	+$16.2K	1	0.09%	Increased
819	MCM Murphy Capital Management Bedminster, New Jersey	$291K	-$99.3K	1	0.04%	Reduced
820	CT Cambridge Trust Cambridge, Massachusetts	$289K	-$25.3K	1	0.02%	Reduced
821	NPA Nichols & Pratt Advisers Boston, Massachusetts	$286K	$0	1	0.03%	Maintained
822	PTC Private Trust Company Cleveland, Ohio	$282K	-$24K	1	0.08%	Reduced
823	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$281K	-$58K	2	0.11%	Reduced
824	Evercore Wealth Management New York	$279K	+$5.58K	1	0.01%	Increased
825	FWM Frontier Wealth Management Kansas City, Missouri	$279K	-$72.6K	1	0.04%	Reduced