← 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	First Horizon Advisors Memphis, Tennessee	$91K	+$80.1K	3	0.01%	Increased
827	LIA LS Investment Advisors Bloomfield Hills, Michigan	$90K	-$404K	1	0.01%	Reduced
828	CFA Carroll Financial Associates Charlotte, North Carolina	$79K	$0	1	0.03%	Maintained
829	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$75K	$0	1	0.02%	Maintained
830	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$70K	$0	2	0%	Maintained
831	MAS Madden Advisory Services Jacksonville, Florida	$69K	$0	1	0.06%	Maintained
832	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$63K	+$1.75K	1	0.05%	Increased
833	WF WealthTrust Fairport Cleveland, Ohio	$62K	$0	1	0.01%	Maintained
834	HR Howe & Rusling Rochester, New York	$60K	+$6.62K	3	0.02%	Increased
835	Farmers & Merchants Investments Inc Lincoln, Nebraska	$59K	-$25.3K	1	0.01%	Reduced
836	CA CapWealth Advisors Franklin, Tennessee	$55K	$0	1	0.02%	Maintained
837	Jefferies Group New York	$54K	-$722K	1	0%	Reduced
838	SNT Security National Trust Wheeling, West Virginia	$52K	$0	2	0.02%	Maintained
839	Capital Analysts LLC Fort Washington, Pennsylvania	$48.9K	-$40.2K	1	0.01%	Reduced
840	CCM Credo Capital Management Baltimore, Maryland	$44K	$0	1	0.08%	Maintained
841	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
842	AW Alpha Windward Westwood, Massachusetts	$39K	$0	1	0.03%	Maintained
843	TCOT Trust Company of Toledo Holland, Ohio	$39K	$0	1	0.01%	Maintained
844	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	$0	1	0.09%	Maintained
845	LFR Lehman Financial Resources Media, Pennsylvania	$34K	+$20.1K	1	0.02%	Increased
846	EEG E.E. Geduld	$32K	+$32.6K	1	0.02%	New
847	Jones Financial Companies Des Peres, Missouri	$32K	-$192K	2	0%	Reduced
848	WSCM Wellington Shields Capital Management New York	$32K	$0	1	0.01%	Maintained
849	PAS Partnervest Advisory Services Santa Barbara, California	$31K	-$10.9K	1	0.02%	Reduced
850	NES New England Securities New York	$30K	+$17.7K	1	0.02%	Increased