← 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	CBN Cadence Bank NA Houston, Texas	$319K	+$10.1K	1	0.16%	Increased
802	HC Henshaw Capital Woburn, Massachusetts	$318K	+$281K	1	0.04%	New
803	WA Wheatland Advisors Lancaster, Pennsylvania	$315K	$0	1	0.32%	Maintained
804	AT Argent Trust San Antonio, Texas	$313K	+$36.5K	1	0.1%	Increased
805	Bragg Financial Advisors Charlotte, North Carolina	$313K	+$276K	1	0.06%	New
806	MAP Moody Aldrich Partners Marblehead, Massachusetts	$313K	+$293K	1	0.66%	New
807	First Manhattan New York	$311K	-$27.6K	2	0%	Reduced
808	DP Dearborn Partners Chicago, Illinois	$308K	+$5.52K	1	0.03%	Increased
809	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$304K	-$17.5K	1	0.04%	Reduced
810	AssetMark Inc Concord, California	$302K	-$598K	2	0.01%	Reduced
811	Donaldson Capital Management Evansville, Indiana	$291K	-$52.9K	1	0.04%	Reduced
812	MCM Murphy Capital Management Bedminster, New Jersey	$290K	-$384K	1	0.05%	Reduced
813	GLRA Gerald L. Ray & Associates Dallas, Texas	$289K	-$8.34K	1	0.05%	Reduced
814	CL Croft-Leominster Baltimore, Maryland	$287K	+$254K	1	0.07%	New
815	HFS Haverford Financial Services Radnor, Pennsylvania	$287K	-$6.33M	1	0.12%	Reduced
816	JAM JCIC Asset Management Toronto, Ontario, Canada	$286K	$0	1	0.08%	Maintained
817	WI Wedgewood Investors Erie, Pennsylvania	$285K	-$11K	1	0.29%	Reduced
818	WIM Wilen Investment Management Bonita Springs, Florida	$285K	$0	1	0.2%	Maintained
819	NFG Next Financial Group Houston, Texas	$283K	-$15.3K	2	0.1%	Reduced
820	CC Colrain Capital Boston, Massachusetts	$282K	-$2.84M	1	0.05%	Reduced
821	ZDA Zweig-DiMenna Associates New York	$279K	+$246K	1	0.02%	New
822	Jacobs Levy Equity Management Florham Park, New Jersey	$278K	-$248K	1	0.01%	Reduced
823	First National Trust Hermitage, Pennsylvania	$275K	+$25K	1	0.04%	Increased
824	WB Webster Bank Waterbury, Connecticut	$273K	+$15.2K	1	0.04%	Increased
825	DTL Dynamic Technology Lab Singapore	$272K	-$1.11M	1	0.07%	Reduced