← 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	AT Argent Trust San Antonio, Texas	$226K	+$235K	1	0.07%	New
802	MJP Michael J. Puzo	$224K	-$5.96K	1	0.16%	Reduced
803	PIM Progressive Investment Management Lake Oswego, Oregon	$223K	-$49.8K	1	0.24%	Reduced
804	SFP Santa Fe Partners Santa Fe, New Mexico	$223K	-$1.54M	1	0.04%	Reduced
805	NPA Nichols & Pratt Advisers Boston, Massachusetts	$220K	$0	1	0.02%	Maintained
806	IIM Ironwood Investment Management Boston, Massachusetts	$219K	+$227K	1	0.09%	New
807	AWA ARS Wealth Advisors St. Petersburg, Florida	$218K	-$83.9K	1	0.11%	Reduced
808	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$216K	-$32.5K	1	0.02%	Reduced
809	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$213K	+$219K	1	0.04%	New
810	CFA Camarda Financial Advisors Fleming Island, Florida	$213K	+$215K	1	0.13%	New
811	WBG Wharton Business Group Malvern, Pennsylvania	$213K	-$3.52K	1	0.02%	Reduced
812	WB Webster Bank Waterbury, Connecticut	$212K	$0	1	0.03%	Maintained
813	CT Cambridge Trust Cambridge, Massachusetts	$210K	-$3.68K	1	0.02%	Reduced
814	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$210K	$0	1	0.07%	Maintained
815	DA Dillon & Associates Jackson, Michigan	$209K	-$528K	1	0.1%	Reduced
816	GAM Griffin Asset Management New York	$208K	$0	1	0.09%	Maintained
817	WEC Winslow Evans & Crocker Boston, Massachusetts	$208K	+$103K	1	0.06%	Increased
818	BO Bach Option Wanchai, Hong Kong	$206K	+$214K	1	0.2%	New
819	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$206K	+$208K	1	0.16%	New
820	First National Trust Hermitage, Pennsylvania	$205K	+$214K	1	0.03%	New
821	MCM Manchester Capital Management Manchester, Vermont	$203K	$0	1	0.03%	Maintained
822	Prospera Financial Services Dallas, Texas	$200K	+$208K	1	0.04%	New
823	SL Summitry LLC Foster City, California	$200K	+$208K	1	0.02%	New
824	CG Cutler Group San Francisco, California	$194K	+$200K	3	0.01%	New
825	LPT Legacy Private Trust Neenah, Wisconsin	$193K	-$2.47K	1	0.03%	Reduced