← 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	PIM Penobscot Investment Management Boston, Massachusetts	$204K	-$20.7K	1	0.07%	Reduced
802	AP Appleton Partners Boston, Massachusetts	$203K	+$233K	1	0.05%	New
803	MRCM M&R Capital Management Summit, New Jersey	$203K	$0	1	0.06%	Maintained
804	GLRA Gerald L. Ray & Associates Dallas, Texas	$202K	-$1.18K	1	0.03%	Reduced
805	MCM Manchester Capital Management Manchester, Vermont	$200K	$0	1	0.03%	Maintained
806	GWM Gupta Wealth Management San Diego, California	$192K	-$69.9K	1	0.05%	Reduced
807	MSI Financial Services Springfield, Massachusetts	$191K	-$56.5K	1	0.01%	Reduced
808	Quadrant Capital Group Cincinnati, Ohio	$189K	-$7.65K	3	0.13%	Reduced
809	Wealthfront Palo Alto, California	$188K	-$48.2K	2	0.01%	Reduced
810	DL Delta Lloyd Amsterdam, Netherlands	$184K	$0	1	0.01%	Maintained
811	LPT Legacy Private Trust Neenah, Wisconsin	$184K	$0	1	0.03%	Maintained
812	VNA Valley National Advisers Bethlehem, Pennsylvania	$184K	-$16.7K	2	0.11%	Reduced
813	MAM Meeder Asset Management Dublin, Ohio	$180K	+$174K	1	0.02%	New
814	IHL Investment House LLC Redondo Beach, California	$171K	-$5.48M	1	0.03%	Reduced
815	Bartlett & Co Cincinnati, Ohio	$170K	-$34.1K	1	0.01%	Reduced
816	PSI Pinnacle Summer Investments Fairfax, Virginia	$169K	+$30.6K	1	0.03%	Increased
817	Brinker Capital Investments Berwyn, Pennsylvania	$168K	+$19.9K	1	0.01%	Increased
818	Baker Avenue Asset Management San Francisco, California	$159K	-$135K	1	0.03%	Reduced
819	PAIA Park Avenue Institutional Advisers New York	$159K	-$5.61K	1	0.14%	Reduced
820	TFA Toth Financial Advisory Leesburg, Virginia	$154K	-$44.8K	1	0.06%	Reduced
821	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$153K	-$2.42K	2	0.09%	Reduced
822	DSI Daiwa SB Investments Tokyo, Japan	$149K	-$6.34M	1	0.03%	Reduced
823	ZDA Zweig-DiMenna Associates New York	$149K	-$75.5K	1	0.01%	Reduced
824	BAM Brave Asset Management Summit, New Jersey	$146K	$0	2	0.11%	Maintained
825	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$144K	-$477K	2	0.05%	Reduced