← 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	ECM Empire Capital Management Westport, Connecticut	$142K	-$648K	1	0.1%	Reduced
827	SC SRB Corp Boston, Massachusetts	$142K	+$45.6K	1	0.02%	Increased
828	GLI Guardian Life Insurance New York	$140K	+$40.5K	1	0.01%	Increased
829	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$134K	-$91.6K	2	0.06%	Reduced
830	Moneta Group Investment Advisors St Louis, Missouri	$133K	+$154K	1	0.04%	New
831	Krilogy Financial St. Louis, Missouri	$132K	+$152K	1	0.06%	New
832	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$130K	$0	1	0.12%	Maintained
833	FIB First Interstate Bank Billings, Montana	$128K	+$147K	2	0.03%	New
834	BCA Bray Capital Advisors Naples, Florida	$121K	-$35.4K	1	0.08%	Reduced
835	AIM Aurora Investment Management Chicago, Illinois	$118K	$0	1	1.27%	Maintained
836	BCP Blue Chip Partners Farmington Hills, Michigan	$118K	+$135K	1	0.08%	New
837	HSA Hussman Strategic Advisors Ellicott City, Maryland	$118K	+$136K	1	0.01%	New
838	WIC Woodmont Investment Counsel Nashville, Tennessee	$108K	$0	2	0.03%	Maintained
839	WEC Winslow Evans & Crocker Boston, Massachusetts	$108K	-$2.13K	1	0.03%	Reduced
840	Sit Investment Associates Minneapolis, Minnesota	$105K	+$18.6K	1	0%	Increased
841	Benjamin F. Edwards & Company St. Louis, Missouri	$104K	-$14.2K	1	0.02%	Reduced
842	TF Tompkins Financial Ithaca, New York	$104K	+$3.6K	1	0.03%	Increased
843	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$101K	$0	2	0%	Maintained
844	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$101K	+$709	3	0.02%	Increased
845	Synovus Financial Columbus, Georgia	$101K	-$52.8K	1	0%	Reduced
846	M MOTCO San Antonio, Texas	$100K	$0	1	0.01%	Maintained
847	AP Atwood & Palmer Kansas City, Missouri	$99K	$0	2	0.02%	Maintained
848	Brown Brothers Harriman & Co New York	$99K	+$4.19K	1	0%	Increased
849	SNT Security National Trust Wheeling, West Virginia	$97K	-$5.91K	1	0.04%	Reduced
850	SIM Sonora Investment Management Tucson, Arizona	$94K	+$99.6K	2	0.03%	New