← 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	Fulton Bank Lancaster, Pennsylvania	$635K	-$6.86K	2	0.05%	Reduced
802	LC LCNB Corp Lebanon, Ohio	$620K	-$5.66K	1	0.58%	Reduced
803	MIM Monashee Investment Management Boston, Massachusetts	$620K	-$490K	0	–	Closed
804	WI Wintrust Investments Chicago, Illinois	$618K	-$27.9K	1	0.16%	Reduced
805	Sageworth Trust Lancaster, Pennsylvania	$616K	$0	1	0.12%	Maintained
806	HL HeadInvest LLC Portland, Maine	$613K	$0	1	0.19%	Maintained
807	AP Advisor Partners Walnut Creek, California	$610K	-$25.7K	1	0.12%	Reduced
808	GCIA Gabelli & Co Investment Advisers Rye, New York	$607K	$0	1	0.07%	Maintained
809	FNB Farmers National Bank Danville, Kentucky	$605K	$0	1	0.37%	Maintained
810	CCM Catawba Capital Management Roanoke, Virginia	$600K	-$88.3K	1	0.14%	Reduced
811	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$595K	-$45.3K	1	0.05%	Reduced
812	CAS Cue Advisory Services Phoenix, Arizona	$593K	+$72.1K	1	0.41%	Increased
813	LIC Lodestar Investment Counsel Chicago, Illinois	$592K	$0	1	0.07%	Maintained
814	CA Cullinan Associates Louisville, Kentucky	$588K	+$85.3K	1	0.05%	Increased
815	VF Virtu Financial New York	$582K	+$499K	1	0.03%	New
816	Wealthfront Palo Alto, California	$582K	-$159K	1	0.01%	Reduced
817	NL NWAM LLC Mercer Island, Washington	$568K	+$9.13K	1	0.15%	Increased
818	ACM Alethea Capital Management Mercer Island, Washington	$559K	$0	1	0.66%	Maintained
819	HIC Holderness Investments Company Greensboro, North Carolina	$558K	-$6.79K	1	0.29%	Reduced
820	JIP Jaffetilchin Investment Partners Tampa, Florida	$549K	-$344K	1	0.13%	Reduced
821	Moneta Group Investment Advisors St Louis, Missouri	$546K	-$304K	1	0.08%	Reduced
822	WIS Wright Investors Service Shelton, Connecticut	$546K	-$241K	1	0.2%	Reduced
823	FineMark National Bank & Trust Fort Myers, Florida	$544K	-$13.9K	1	0.04%	Reduced
824	PCM Piermont Capital Management St. Louis, Missouri	$544K	+$488K	1	0.18%	New
825	GAMC Garner Asset Management Corp Plano, Texas	$538K	-$40.8K	1	0.48%	Reduced