← 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	LMR Partners London, United Kingdom	$357K	+$351K	1	0.03%	New
802	Moneta Group Investment Advisors St Louis, Missouri	$355K	-$236K	1	0.08%	Reduced
803	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$351K	+$194	1	0.04%	Increased
804	KA KLCM Advisors Milwaukee, Wisconsin	$348K	-$25.9K	1	0.11%	Reduced
805	Capital Investment Advisors Atlanta, Georgia	$347K	-$49.1K	1	0.03%	Reduced
806	IR Invictus RG Hamilton, Bermuda	$337K	-$131K	1	0.26%	Reduced
807	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$337K	+$288K	2	0.01%	Increased
808	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$336K	$0	1	0.02%	Maintained
809	PEAK6 Group Chicago, Illinois	$335K	-$139K	1	0%	Reduced
810	HC Henshaw Capital Woburn, Massachusetts	$334K	$0	1	0.04%	Maintained
811	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	$0	1	0.31%	Maintained
812	Dynamic Advisor Solutions Phoenix, Arizona	$328K	-$1.16K	1	0.12%	Reduced
813	First Manhattan New York	$328K	-$3.15K	2	0%	Reduced
814	AT Argent Trust San Antonio, Texas	$320K	-$42.8K	1	0.1%	Reduced
815	CONA Capital One National Association New York	$320K	+$56.3K	1	0.03%	Increased
816	FSCM Front Street Capital Management Missoula, Montana	$319K	$0	1	0.15%	Maintained
817	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$318K	-$6.63K	2	0.13%	Reduced
818	MAM Mizuho Asset Management Tokyo, Japan	$317K	-$192K	2	0.07%	Reduced
819	LD Lipe & Dalton Syracuse, New York	$312K	+$38.8K	1	0.21%	Increased
820	Pacer Advisors Malvern, Pennsylvania	$302K	-$377K	1	0.05%	Reduced
821	HIS Horizon Investment Services Hammond, Indiana	$299K	-$58.3K	1	0.15%	Reduced
822	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$299K	$0	1	0.31%	Maintained
823	WI Wedgewood Investors Erie, Pennsylvania	$299K	$0	1	0.28%	Maintained
824	HFS Haverford Financial Services Radnor, Pennsylvania	$297K	-$2.85K	1	0.13%	Reduced
825	Nuveen Fund Advisors Chicago, Illinois	$296K	+$291K	1	0.04%	New