← 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
826	HR Howe & Rusling Rochester, New York	$52K	+$52.8K	3	0.01%	New
827	AAC Asset Advisors Corp Augusta, Georgia	$51K	+$48.8K	1	0.02%	New
828	SNT Security National Trust Wheeling, West Virginia	$49K	+$46.6K	2	0.02%	New
829	CCM Credo Capital Management Baltimore, Maryland	$42K	+$40.7K	1	0.03%	New
830	RCM Rotella Capital Management Bellevue, Washington	$42K	+$39.6K	1	0.13%	New
831	PAS Partnervest Advisory Services Santa Barbara, California	$41K	+$38.8K	1	0.02%	New
832	FI FCM Investments Dallas, Texas	$39K	+$37.8K	1	0.02%	New
833	TCOT Trust Company of Toledo Holland, Ohio	$39K	+$34.6K	1	0.01%	New
834	AW Alpha Windward Westwood, Massachusetts	$38K	+$36K	1	0.03%	New
835	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$33K	+$31.5K	1	0.13%	New
836	WSCM Wellington Shields Capital Management New York	$32K	+$29.7K	1	0.01%	New
837	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$29K	+$29.7K	2	0.01%	New
838	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$26K	+$25.2K	1	0.01%	New
839	HPBT High Point Bank & Trust High Point, North Carolina	$26K	+$25.2K	1	0.01%	New
840	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$26K	+$24.7K	1	0.01%	New
841	RFA Reilly Financial Advisors La Mesa, California	$26K	+$24.8K	1	0.01%	New
842	TCCM Timber Creek Capital Management Boston, Massachusetts	$26K	+$25.2K	1	0.02%	New
843	CW Cobiz Wealth Denver, Colorado	$20K	+$19.4K	1	0.01%	New
844	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$19K	+$18.8K	2	0.02%	New
845	FMP Financial Management Professionals Austin, Texas	$18K	+$17.1K	1	0.01%	New
846	SSB Sandy Spring Bank Olney, Maryland	$15K	+$14.4K	1	0%	New
847	Gradient Investments Arden Hills, Minnesota	$14K	+$13K	1	0.01%	New
848	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$14K	+$9.89K	1	0%	New
849	LFR Lehman Financial Resources Media, Pennsylvania	$13K	+$12.6K	1	0.01%	New
850	MBT Monroe Bank & Trust Monroe, Michigan	$13K	+$12.6K	1	0.01%	New