← 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	WA Winfield Associates Cleveland, Ohio	$394K	-$91.8K	2	0.24%	Reduced
827	WBG Wharton Business Group Malvern, Pennsylvania	$393K	-$32.1K	1	0.05%	Reduced
828	LD Lipe & Dalton Syracuse, New York	$392K	+$72.2K	1	0.28%	Increased
829	RB Rodgers Brothers Harmony, Pennsylvania	$390K	-$9.71K	1	0.15%	Reduced
830	Koshinski Asset Management Decatur, Illinois	$383K	+$374K	1	0.19%	New
831	PP PagnatoKarp Partners Reston, Virginia	$380K	+$372K	1	0.11%	New
832	Heritage Investors Management Corp Bethesda, Maryland	$370K	$0	1	0.03%	Maintained
833	BCM BTR Capital Management Oakland, California	$368K	$0	1	0.08%	Maintained
834	SCCM Schafer Cullen Capital Management New York	$365K	-$649K	1	0%	Reduced
835	DTL Dynamic Technology Lab Singapore	$362K	+$355K	1	0.1%	New
836	Nuveen Fund Advisors Chicago, Illinois	$359K	+$55.7K	1	0.05%	Increased
837	HC Henshaw Capital Woburn, Massachusetts	$341K	$0	1	0.04%	Maintained
838	NFG Next Financial Group Houston, Texas	$339K	-$35.1K	3	0.06%	Reduced
839	Pacer Advisors Malvern, Pennsylvania	$339K	+$31.3K	1	0.05%	Increased
840	RG Renaissance Group Covington, Kentucky	$339K	+$333K	1	0.01%	New
841	Group One Trading Chicago, Illinois	$336K	+$291K	3	0%	Increased
842	Tiedemann Advisors New York	$332K	+$325K	1	0.03%	New
843	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	-$6.56K	1	0.29%	Reduced
844	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$330K	-$28.3K	1	0.04%	Reduced
845	Dynamic Advisor Solutions Phoenix, Arizona	$330K	-$5.51K	1	0.13%	Reduced
846	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$328K	-$3.27K	2	0.15%	Reduced
847	BAS Brown Advisory Securities Baltimore, Maryland	$327K	+$29.9K	1	0.09%	Increased
848	First Manhattan New York	$324K	-$1.42K	2	0%	Reduced
849	KA KLCM Advisors Milwaukee, Wisconsin	$322K	-$32.8K	1	0.09%	Reduced
850	KSA Ken Stern & Associates San Diego, California	$321K	+$314K	1	0.17%	New