← 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	Prospera Financial Services Dallas, Texas	$261K	+$36.9K	1	0.05%	Increased
827	SAM Silverback Asset Management Chapel Hill, North Carolina	$260K	-$77.8K	1	0.05%	Reduced
828	AssetMark Inc Concord, California	$258K	-$31K	1	0%	Reduced
829	CAM Columbia Asset Management Ann Arbor, Michigan	$255K	-$61.4K	1	0.09%	Reduced
830	MCM Murphy Capital Management Bedminster, New Jersey	$253K	-$24.6K	1	0.04%	Reduced
831	NPA Nichols & Pratt Advisers Boston, Massachusetts	$253K	$0	1	0.02%	Maintained
832	YP Yellowstone Partners Idaho Falls, Idaho	$253K	+$51.5K	1	0.11%	Increased
833	IIM Ironwood Investment Management Boston, Massachusetts	$251K	$0	1	0.19%	Maintained
834	Element Capital Management New York	$250K	+$257K	1	0.04%	New
835	Wedbush Securities Los Angeles, California	$250K	+$36.6K	1	0.04%	Increased
836	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$249K	$0	1	0.13%	Maintained
837	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$248K	$0	1	0.08%	Maintained
838	LD Lipe & Dalton Syracuse, New York	$248K	$0	1	0.17%	Maintained
839	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$248K	-$173K	1	0.04%	Reduced
840	CT Cambridge Trust Cambridge, Massachusetts	$244K	+$3.69K	1	0.02%	Increased
841	Swiss Life Asset Management Zurich,	$243K	-$672K	1	0.01%	Reduced
842	AF Aldebaran Financial	$243K	+$241K	1	0.2%	New
843	LAM Lebenthal Asset Management New York	$243K	+$4.3K	1	0.03%	Increased
844	LH Lebenthal Holdings New York	$243K	-$631K	1	0.03%	Reduced
845	Guardian Capital (Canada) Toronto, Ontario, Canada	$240K	+$247K	1	0%	New
846	CONA Capital One National Association New York	$239K	+$26.5K	1	0.02%	Increased
847	CBU CIBC Bank USA Chicago, Illinois	$239K	$0	1	0.04%	Maintained
848	MJP Michael J. Puzo	$239K	$0	1	0.16%	Maintained
849	BFO Boston Family Office Boston, Massachusetts	$235K	-$15.4K	1	0.03%	Reduced
850	BAS Brown Advisory Securities Baltimore, Maryland	$235K	-$7.49K	1	0.07%	Reduced